Analyst Notes

Global Switch postpones IPO amid current climate

October 1, 2019
Sacha Kavanagh

Global Switch now says it won’t hold an IPO this year due to the current political and economic cl...

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AT&T signs new deal with American Tower

September 30, 2019
Daniel Beazer

As mobile data booms, AT&T is moving to make sure its supply chain is ready, signing a new multi...

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Oracle and VMware tie-up in cloud; getting into value chain

September 30, 2019
Daniel Beazer

Probably the most noteworthy announcement from Oracle OpenWorld 2019 from a cloud perspective was th...

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Investors welcome Cloudflare IPO

September 30, 2019
Sacha Kavanagh

Cloudflare raised $525m in its IPO, exceeding its $400m target. ...

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Bluebird Network acquired by Macquarie; further fibre consolidation in the cards?

September 30, 2019
Sacha Kavanagh

Macquarie Infrastructure Partners (MIP) acquired the operations of Bluebird Network, in a somewhat c...

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Global expansions, Oracle, M&A, REITs, Wireless, Managed Cloud

September 30, 2019
Philbert Shih

Another busy week of developments were noteworthy for the activity coming out of the data centre spa...

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GoDaddy combines web presence, marketing, enablement

September 27, 2019
Philbert Shih

GoDaddy rolled out a new service called Websites + Marketing that integrates GoDaddy Insight, a mach...

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Velocity wins managed AWS customer

September 27, 2019
Philbert Shih

Velocity Technology Solutions disclosed Performance Friction Corporation as a customer. ...

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Summit REIT sells interests in Toronto, Montreal data centres

September 27, 2019
Ainsley Woods

Summit Industrial Income REIT sold its interest in two data centres in Montreal and Toronto for $178...

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Aligned Energy embarks on 8MW expansion at Dallas data centre campus

September 26, 2019
Jabez Tan

Aligned Energy confirmed an 8 MW expansion of its Dallas (DFW-01) data centre. ...

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SBA Communications acquires New Continuum; edge and learning

September 26, 2019
Philbert Shih

SBA Communications acquired Chicago-based data centre operator New Continuum Data Centers. ...

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CenturyLink buys Streamroot for video, DevOps assist

September 25, 2019
Phil Shih

CenturyLink is following up on plans to build out edge services with the acquisition of Streamroot, ...

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