DCK Investor Edge: At an investor conference, the newly public company’s execs indicated they weren’t after large, low-margin leases with hyper-scale companies, preferring higher-margin retail colocation business, where the company can leverage...
DCK Investor Edge: Equinix CEO Steve Smith this week fleshed out the company’s strategy for riding the next wave of data center expansion by the dozen largest hyper-scale platforms, which includes building 1MW to 2MW nodes for those clients.
DCK Investor Edge: Once the $442 million transaction closes, CyrusOne will join Equinix and Digital Realty as the third publicly traded US-based data center operator with significant customer offerings in both North America and Europe.
DCK Investor Edge: The $1.3 billion acquisition was an expensive one, which the market did not like in the short term.
Total cloud revenue rose 44%; new software licenses held firm; forecast also misses projections with slower cloud growth
A prominent investment advisor says there is still plenty of opportunity for smaller players.