4Q25 IB: Earnings season saw yet more growth acceleration across the ecosystem March 13, 2026 Philbert Shih The recent quarter continued the trend of revenue growth acceleration that has been developing since... Read more...
4Q25 IB: Executive Summary March 13, 2026 Philbert Shih The last quarter of the year reflected some of the many dynamics in motion across the sector. Growth... Read more...
Cloudways expands infrastructure footprint globally March 12, 2026 Philbert Shih Summary: Cloudways, a managed hosting and cloud provider that is part of DigitalOcean, expanded its ... Read more...
WSS: Earnings seasons showing more growth acceleration, while leasing and expansion continues against backdrop of armed conflict in Middle East March 9, 2026 Philbert Shih The past few weeks have seen a number of companies from across the ecosystem report earnings. Last w... Read more...
WSS: Growth acceleration continues across ecosystem as AMD looks to build out delivery channel March 2, 2026 Philbert Shih The past week saw earnings season continue, with results coming from the neocloud, webscale and man... Read more...
MI: Webscale cloud providers show revenue growth acceleration February 27, 2026 Philbert Shih The hyperscalers saw cloud infrastructure growth accelerate in the recent quarterly reporting period... Read more...
WSS: Earnings season sees more revenue growth acceleration, with AI as a driver February 23, 2026 Philbert Shih Earnings season is moving along and there continue to be signs of more growth acceleration in cloud ... Read more...
Microsoft to launch Saudi Arabia Azure region in 2026; enabling local cloud & AI workloads February 20, 2026 Swapna Subramani Microsoft confirmed that its Saudi Arabia East Azure data centre region will be RFS starting in 4Q26... Read more...
Virtuozzo names industry veteran as CEO February 19, 2026 Philbert Shih Virtuozzo named Kurt Daniel as CEO, taking over for Serg Bell, who is the founder of the company and... Read more...
Newfold Digital consolidates infrastructure to Oracle Cloud February 18, 2026 Philbert Shih Newfold Digital, a SMB-oriented managed infrastructure provider, moved its entire infrastructure foo... Read more...
Fastly reports 4Q25 results; more growth momentum February 17, 2026 Philbert Shih Fastly, a CDN and cloud infrastructure provider, reported its 4Q25 results. ... Read more...
WSS: Sector growth shows consistency, upward trajectory; hyperscale deals and more expansion February 16, 2026 Philbert Shih Earnings season is underway and last week we looked at the results coming from the hyperscale segmen... Read more...
