Archive for the ‘MSP’ Category

WSS: More growth acceleration from earnings season as neocloud performs well; M&A driving more entries into compute space and self-building expanding

November 24, 2025
Philbert Shih

Another busy week saw more reports from earnings season that point to steady and even accelerating ...

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WSS: Earnings shows more signs of growth acceleration as AI inferencing drives demand and strategic moves

November 17, 2025
Philbert Shih

A busy week saw earnings season in full swing and the results coming in from across the ecosystem s...

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DoIT makes third technology acquisition with purchase of CloudWize

November 14, 2025
Philbert Shih

Managed public cloud provider DoIT acquired CloudWize, a security and compliance platform. ...

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Rackspace reports 3Q25 results; maintained recent trend lines with revenue attrition slowing

November 12, 2025
Philbert Shih

Rackspace reported its 3Q25 results, which continued to show signs that the revenue attrition trend ...

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WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down

November 10, 2025
Philbert Shih

The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th...

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AWS, Accenture expand managed public cloud partnership, targeting public sector

November 3, 2025
Philbert Shih

AWS expanded its partnership with Accenture to target the US public sector and national security org...

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iomart Group issues 1HFY26 trading update; acquisition-led revenue growth, lower margins

November 3, 2025
Sacha Kavanagh

The UK’s iomart Group gave a trading update for the six months ended September 30, 2025 (1HFY26), ...

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WSS: Hyperscale earnings point to the reality of supply and demand imbalance as CapEx set to climb and neocloud expansion pushes forward

November 3, 2025
Philbert Shih

The sector had another busy week as earnings season kicked off with data centre bellwethers and hyp...

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WSS: Hyperscale, neocloud growth continues to drive infrastructure absorption; strategic M&A looking for global hyperscale data centre platforms

October 27, 2025
Philbert Shih

It was a busy week across the sector as hyperscale data centre and cloud infrastructure continues t...

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WSS: infra / STRUCTURE 2025 debates the future of hyperscale infrastructure, coming out with measured optimism and realism

October 20, 2025
Philbert Shih

We had a slower publishing schedule this past week due to the sixth annual infra / STRUCTURE summit...

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Canadian consortium comes together to serve federal government for cloud, data centres

October 14, 2025
Philbert Shih

A consortium of four Canadian infrastructure companies launched a sovereign cloud infrastructure ser...

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WSS: AI-oriented infrastructure continues to push forward; sector health, growth underpins M&A activity

October 13, 2025
Philbert Shih

The past week saw more neocloud activity as capital raising and expansion activity continues to pus...

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