Posts Tagged ‘managed infrastructure’

APAC, Japan, earnings, cloud, hyperscale, cloud storage, monthly insights

April 1, 2024
Philbert Shih

The past week saw more from earnings season as some companies reported later, while there some clou...

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MI: Strategic divestments still happening in telco space, but other frontiers are out there

March 29, 2024
Philbert Shih

Telco divestments of infrastructure assets have been a staple of the strategic landscape for well ov...

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MI: Earnings season continued on trajectory; signs of upside seen

March 29, 2024
Philbert Shih

The tail end of earnings season over the past several weeks did not reveal any meaningful shifts in ...

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Broadcom rolls out new channel program for cloud service providers; reducing size of channel ecosystem

March 25, 2024
Philbert Shih

The Broadcom acquisition of VMware has caused a lot of havoc within the service provider channel in ...

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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...

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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...

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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...

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4Q23 IB: More shuffling in executive circles

March 22, 2024
Philbert Shih

There were a significant number of changes in senior leadership positions, particularly with CEO and...

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4Q23 IB: Webscale cloud providers adding PaaS for critical source of growth

March 22, 2024
Philbert Shih

Webscale and other independent cloud providers continue to push into PaaS. ...

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4Q23 IB: Providers continue selling to increasingly bigger customers

March 22, 2024
Philbert Shih

Infrastructure service providers continue to move up the food chain and are having success selling t...

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4Q23 IB: Managed public cloud getting more targeted

March 22, 2024
Philbert Shih

Managed public cloud offerings continue to evolve and become more targeted. ...

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4Q23 IB: Sector trend lines playing out in unique patterns

March 22, 2024
Philbert Shih

Adoption and infrastructure trend lines are playing out along interesting patterns across the ecosys...

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