WSS: Tail end of earnings season sees more hyperscale growth as global expansion activity shows no signs of slowing down December 8, 2025 Philbert Shih Things have picked up pace again as the US Thanksgiving holiday came to a close and we enter the st... Read more...
WSS: More large cloud and data centre deals to build AI infrastructure personify the state of demand and the acceleration in sector growth December 1, 2025 Philbert Shih It was a slower week with the US Thanksgiving holiday and we reduced our publishing. But there were... Read more...
MI: Revenue growth acceleration kicking in across ecosystem November 28, 2025 Philbert Shih Earnings season revealed that revenue growth acceleration is coming from all corners of the ecosyste... Read more...
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 ... Read more...
Megaport acquires Latitude.sh; adding compute to connectivity to capture more of value chain November 17, 2025 Philbert Shih Megaport, a NaaS provider based in Melbourne, Australia, entered into a definitive agreement to acqu... Read more...
Cloudflare reports 3Q25 results; growth acceleration amid a convergence of tailwinds November 17, 2025 Philbert Shih Cloudflare reported its 3Q25 results, which showed growth rate acceleration as both add-on service a... Read more...
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... Read more...
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 ... Read more...
DigitalOcean reports 3Q25 results; raises guidance amid AI demand for core, AI infrastructure November 10, 2025 Philbert Shih DigitalOcean reported its 3Q25 results, which showed growth acceleration driven by AI infrastructure... Read more...
Cloudflare integrates networking, security and performance capabilities with Oracle Cloud November 6, 2025 Philbert Shih Cloudflare integrated its connectivity, networking, security and performance optimization capabiliti... Read more...
OVHcloud reports FY25 results; breaks €1b revenue mark November 3, 2025 Sacha Kavanagh OVHcloud reported its FY25 results. ... Read more...
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), ... Read more...
