Analyst Notes

Alibaba Group reports FY3Q24 results; bottom-line improvements amid sluggish growth

March 25, 2024
Philbert Shih

Alibaba Group reported its FY3Q24 (CY4Q23) results, which showed modest growth rates, but improved b...

Read more...

Rackspace reports 4Q23 results; continued attrition amid transition period, bookings upside

March 25, 2024
Philbert Shih

Rackspace reported its 4Q23 and FY23 results, which showed more revenue attrition across the base. T...

Read more...

Oracle reports 3QFY24 results; continual growth, working to unlock capacity constraints

March 25, 2024
Philbert Shih

Oracle reported its 3QFY24 results, which included more data points about the Oracle Cloud business....

Read more...

Danske Bank moves to AWS cloud

March 25, 2024
Philbert Shih

AWS won Danish bank Danske Bank as a significant new customer. ...

Read more...

Microsoft mulls France self-build outside Paris, Marseille

March 25, 2024
Sacha Kavanagh

Media reports indicate Microsoft is considering a self-build in France. ...

Read more...

2Africa lands in Portugal courtesy of Vodafone

March 25, 2024
Sacha Kavanagh

Vodafone landed the 2Africa subsea cable system at the Altice CLS in Carcavelos near Lisbon, Portuga...

Read more...

Equinix launches public consultation for another Slough development

March 25, 2024
Sacha Kavanagh

Equinix opened a public consultation for a data centre development in Slough, ~3 miles from its faci...

Read more...

Webscale, cloud, strategic developments, carve-outs, managed public cloud, industry dynamics

March 25, 2024
Philbert Shih

The sector had a busy week, with hyperscale expansions, strategic activity and technology acquisiti...

Read more...

4Q23 IB: Cloudflare and Akamai finding cross-selling success

March 22, 2024
Philbert Shih

Cloudflare and Akamai are increasingly cross-selling cloud infrastructure services to their installe...

Read more...

4Q23 IB: Overflow markets to serve both hyperscale expansion and AI

March 22, 2024
Philbert Shih

Infrastructure requirements continue to expand outside of major metros. ...

Read more...

4Q23 IB: Hyperscalers building sovereign clouds for heavily regulated industries

March 22, 2024
Philbert Shih

Hyperscale cloud platforms are pushing forward with sovereign cloud builds in Europe and both AWS an...

Read more...

4Q23 IB: Stabilization of sector continues as more favourable conditions start to emerge

March 22, 2024
Philbert Shih

The stabilization that emerged across the sector over the last few quarters did not lose momentum in...

Read more...