Analyst Notes

DigitalOcean reports 1Q25 results; uptake in AI inferencing, large customer growth

June 9, 2025
Philbert Shih

DigitalOcean reported its 1Q25 results, which showed more incremental progress pushed by demand for ...

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IONOS reports 1Q25 results; cloud continues growth

June 9, 2025
Philbert Shih

Germany-based IONOS Group, a SMB-oriented webscale cloud provider, reported its 1Q25 results. ...

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Tencent shares data points on cloud, AI demand and CapEx

June 9, 2025
Philbert Shih

Tencent reported its 1Q25 earnings, which included data points about its CapEx and the current state...

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GoTo Group completes migration to Tencent Cloud in Indonesia

June 9, 2025
Philbert Shih

GoTo Group completed its migration of infrastructure to Tencent Cloud in Jakarta, Indonesia. ...

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WSS: Ecosystem companies provide more data points demonstrating sector health; Applied Digital gets anchor

June 9, 2025
Philbert Shih

The sector had another busy week as earnings season provided yet more data points supporting an opti...

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1Q25 IB: Oracle Cloud growing aggressively behind multiple drivers

June 6, 2025
Philbert Shih

Oracle Cloud continues to grow aggressively at rates over 50% y/y. Why is this happening? ...

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1Q25 IB: Capital continues to pour into sector to support growth and expansion

June 6, 2025
Philbert Shih

The sector continues to see unprecedented levels of capital pour in to support growth and expansion ...

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1Q25 IB: GPU cloud provider growth rates reaching unprecedented heights

June 6, 2025
Philbert Shih

GPU cloud providers continue to scale at unprecedented rates, surpassing previous standards set by t...

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1Q25 IB: Master-planned data centre segment expanding even as more overlap with other segments of colocation business arises

June 6, 2025
Philbert Shih

The pre-development phase within the process of building hyperscale data centres continues to become...

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1Q25 IB: Legacy lines spark strategic choices and realignment

June 6, 2025
Philbert Shih

There continues to be realignment across legacy and non-strategic service lines and the past quarter...

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1Q25 IB: Chinese clouds continue rebound and recovery

June 6, 2025
Philbert Shih

Picking up where we left off last quarter, the Chinese hyperscalers continued to show signs of stabi...

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1Q25 IB: Hyperscale CapEx levels to remain as projected, with some adjustments for global trade issues

June 6, 2025
Philbert Shih

We noted last quarter how CapEx projections have held steady even as bearish sentiment towards the s...

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