North America Trends
North America Trends
North America market trend intelligence tracks cloud service, regional ISP, national telecom, data centre, and institutional infrastructure signals across North American internet infrastructure markets. BTW.
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1,341 articles
North America Institutional Trends
Lands’ End’s 9% E-commerce Growth Carries Prior-Quarter Shipments
Lands’ End shipped enough delayed orders in its second quarter to help turn a 10.2% e-commerce decline into 9.0% growth. That is evidence of fulfilment recovery, but it is not a clean demand reading. The same warehouse system was still constraining value-added school-uniform…
North America National Telecom Trends
Telxius opens Cancún landing gateway
The new facility is already connected to Telxius's backbone and is due to host the Tikal submarine cable in 2027.
North America Cloud Services Trends
NETSCOUT makes a bid for the work before AI reasoning
A smaller model input can be valuable. The harder buying decision is what it costs to prepare that input—and who can inspect the choices behind it.
North America Cloud Services Trends
Solomon e3’s cloud savings have three different sources
A reported bill reduction of more than half followed resource cleanup, resizing and a change of compute supplier. The useful lesson is how those interventions fit together, not a single headline discount.
North America Datacenter Trends
Lipman flags power and fibre constraints in US buildout
At Metro Connect Fall, Andrew Lipman linked AI demand to practical limits in grid access, fibre deployment, permitting and project delivery.
North America Cloud Services Trends
Equinix Fabric One moves network choices behind the service
The announced service would let customers specify the connection they want while providers do more of the assembly. That changes what an enterprise must buy—and what it must still be able to inspect.
North America Cloud Services Trends
OVHcloud restores connectivity after Vint Hill rack fault
OVHcloud restored connectivity at its Vint Hill data centre after a network fault linked to one rack affected bare-metal and network services.
North America Institutional Trends
Pro-Dex’s 35% Q4 Margin Still Runs Through One Customer
Pro-Dex more than doubled quarterly gross profit while sales rose only 17%. The result looks like operating leverage, and part of it is. It also compares a full quarter of a next-generation surgical handpiece with a period in which the customer kept that product on hold for most…
North America Regional ISP Trends
Vision Net stretches its 800G business beyond Billings
The Discovery Network gives a locally backed operator a longer route to market. Its commercial test is selling useful connections, not winning another speed headline.
North America Cloud Services Trends
Zscaler gives its smaller-business push a channel route
Its Carahsoft expansion pairs standard bundles with repeatable deployment work. Dedicated enterprise sellers show where that model stops.
North America Institutional Trends
SPP keeps East grid under Resource Advisory
Southwest Power Pool kept its East Balancing Authority Area under a Resource Advisory through 6 September amid severe heat and potentially higher electricity demand.
North America Institutional Trends
NOAA reroutes GOES data after NWAVE outage
A 2-hour 13-minute NWAVE outage disrupted GOES-18 and GOES-19 data distribution before NOAA rerouted the feed through WCDAS.
North America Institutional Trends
ChargePoint’s 38% Gross Margin Includes a One-Time Tariff Refund
ChargePoint has finally put a record gross margin next to improving revenue and lower operating costs. Four points of that margin, however, came from refunds of tariffs paid in earlier periods. The refund is real economics, not an accounting trick; it is also a receipt that…
North America Cloud Services Trends
Cloudflare restores R2 after regional 503 errors
Cloudflare restored R2 in Eastern North America after a roughly three-and-a-half-hour incident caused elevated 503 errors for customers in the region.
North America Cloud Services Trends
Azure Databricks reports two Central US compute incidents
Two Central US incidents disrupted Azure Databricks cluster starts, notebooks and jobs on 5 September, with both services later restored.
North America Cloud Services Trends
Samsara brings fuel decisions closer to the payment terminal
Its new Fuel Command Center joins savings estimates, route advice and Coast card controls. The buyer still has to decide which signals should stop a purchase.
North America Institutional Trends
ITG’s US$72.4m Free Cash Flow Excludes Its US$47.0m Operating Cash Use
ITG reported US$72.4 million of free cash flow for the first half of 2026 while its cash-flow statement recorded US$47.0 million used by operations. Both numbers are disclosed correctly, but they answer different questions. ITG defines free cash flow as adjusted EBITDA minus…
North America Institutional Trends
LSI's 51% Growth and 2.71x Leverage Cross Acquisition Perimeters
LSI Industries ended fiscal 2026 with a quarter that seems to compress an acquisition into two effortless numbers: sales up 51% and net leverage at 2.71 times adjusted EBITDA. The receipts are less compact. Royston supplied US$66.897 million of the US$79.555 million sales…
North America Institutional Trends
American Outdoor's 25.4% sales growth falls to 4.3% after repairing the retailer calendar
American Outdoor Brands sold $37.3 million in its latest first quarter, 25.4% more than a year earlier. The comparison looks very different once the company restores about $6 million of retailer orders that the prior-year quarter lost to an earlier tariff-driven shipment window.…
North America Datacenter Trends
Argan's 2,000 data-centre vessels have no disclosed contract value
Argan has put a physical count on one of the less visible components of data-centre construction: roughly 2,000 pressure vessels for thermal-energy storage and chilled-water buffer cooling. It has not put a price on that order. The difference matters because unit count, segment…