Intelligence
Latest Articles
Latest intelligence on infrastructure operators, policy decisions, market moves, and digital power shifts.
Story
What institutional legitimacy requires of RIPE NCC
RIPE NCC is examined through institutional legitimacy as a registry-governance and institutional-economics problem for the Europe and Middle East region.
Story
ARIN auditability and the work of transparency
ARIN is examined through auditability and transparency as a registry-governance and institutional-economics problem for the North America region.
Europe and Middle East Cloud Services
Blue Bridge MSP, UAB: The Margin Is Not in the Compute, but in Being the Go-To Operator
In a small European market, the margin problem for managed services is severe. Compute is priced globally. Storage is standardized. Cybersecurity tools are increasingly sold through global platforms. Microsoft, Amazon, Google, IBM, VMware/Broadcom, Cloudflare, and equipment…
North America Cloud Services
The Economic Value of HostDrive.Com: Not That It Resembles AWS, But That It Doesn't
While AWS, GoDaddy, Cloudflare dominate, a small old-line US hoster like HostDrive.Com merits study. Infrastructure markets are not just compute contests but also contests of existing customers, legacy workloads, address resources, migration friction, and trust. Hyperscalers win…
Europe and Middle East Cloud Services
Cloud86 B.V.: When hosting looks cheap, measurable, and migratable, what's truly scarce is still trust
The Dutch SME hosting market, commoditized by price and speed tests, is pushed to extremes by Cloud86: €1.95/mo shared hosting, 'Europe's fastest,' free migration, and a bundled product suite. But retention depends on turning migration fear into trust when DNS, email, and legacy…
Europe and Middle East Cloud Services
Clouding SASU and the Limited Market for Local Cloud
The business question is straightforward: why would a customer choose a regional cloud operator when AWS, Azure, Google Cloud, OVHcloud, Scaleway, Outscale, Cloud Temple, Clever Cloud, and other providers are just a step away? The answer cannot be 'compute.' Compute is too easy…
Europe and Middle East Regional ISP
Internet Service Europe BV and the Economics of Customers Who Never Left
When a market matures, growth ceases to be the most interesting variable. The harder question is survival: why haven't customers left? That is the right way to read Internet Service Europe BV. The company resembles neither a venture-style cloud challenger, a national broadband…
Africa Regional ISP
Liquid Kenya and the Enterprise Fiber Margin
Liquid Telecommunications Kenya Limited is interesting for what it is not: not a consumer operator, not a submarine cable owner, not a residential broadband leader. It operates as a Kenyan entity within a pan-African group, with an advantage in enterprise fiber, wholesale…
Africa National Telecom
Malawi Telecommunications Limited and the Arithmetic of the Fixed Network That No Longer Works
Malawi Telecommunications Limited is not hard to identify. It is its valuation that is complex.
Africa Regional ISP
Liquid South Africa and the Price of Reliable Enterprise Fibre
Wholesale fibre and cloud adjacency in South Africa are no longer markets for raw bandwidth. They are markets for continuity. The buyer is not paying only for Mbps; it is paying to keep branches online, route transactions to cloud platforms without unpredictable public-internet…
Africa Regional ISP
Abidjan, Peering, and the Price of Keeping Traffic at Home
The core question is not whether Côte d’Ivoire has an Internet exchange point in any formal sense. It does. CIVIX is a functioning national IXP in Abidjan, established in 2013, managed by the telecom regulator ARTCI, visible in major routing and peering directories, and carrying…
Asia-Pacific National Telecom
Eastern Telecom and the economics of enterprise connectivity in an island market
Eastern Telecommunications Philippines, Inc., now operating as Eastern Communications, is easy to misinterpret. It is old enough to be regarded as institutional furniture, small enough to be overlooked next to PLDT, Globe and Converge, and its polished marketing could make it…
Europe and Middle East Regional ISP
FibreConnect and the Wholesale Fibre Bet in Italy's Secondary Cities
FibreConnect S.p.A. is not just another fibre builder in Italy. The company is attempting to address the shortage of high-capacity business connectivity in industrial and artisanal districts, leveraging capex density and a regional partner distribution model. With patient…
North America Datacenter
H5 Data Centers New Jersey and the Price of Being Near New York Without Being There
H5 Data Centers New Jersey is not a trophy AI campus, nor a Manhattan telecom hotel, nor a public company whose financials can be read in sector reports.
North America Datacenter
Enovum and the Arithmetic of the Montreal Data Center
A data center is often described as real estate with power.
Global Cloud Services
WebSlice and the Thin-Margin Arithmetic of Boutique Cloud Infrastructure
WebSlice is not an independent global cloud provider, but a brand of a New Zealand hosting group. This article examines how the company attempts to carve out a defensible niche by betting on support, abuse management, and customer trust, rather than proprietary infrastructure.
North America Regional ISP
REDWISP and the Rural Fixed Wireless Broadband Margin
REDWISP INC is not visible in public registries as a large-scale broadband operator.
Europe and Middle East Regional ISP
Luna Space Telecommunications and the satellite economy behind Gulf connectivity
Luna Space Telecommunications Co. Ltd is a Saudi satellite operator whose real value lies not in the satellite itself, but in its local licenses and managed connectivity services.
Africa Cloud Services
cloud.mu and the Island Cloud Problem
An island cloud, not a hyperscale rival. The most important thing about cloud.mu is that it is not trying to be “the Mauritian AWS”. It is a local hosting platform that sells web hosting, VPS, backups and dedicated servers, focused on jurisdictional familiarity, local support and…
Asia-Pacific Regional ISP
Wifikita and the Economics of Neighbourhood Wi‑Fi in Indonesian Broadband
Wifikita and the Economics of Neighbourhood Wi‑Fi in Indonesian Broadband intelligence summary explains the development, the public evidence available to readers, the organisations involved, the regional context, market exposure, and the infrastructure consequences that may…