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Market intelligence covers public developments that affect internet infrastructure, governance decisions, connectivity markets, digital capital flows, and operational risk. It connects reporting with related organisations, regional exposure, market context, evidence quality, operating dependencies, procurement pressure, competition, compliance, customer exposure, and service-continuity questions so readers can…
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13,290 articles
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.
Asia-Pacific National Telecom Trends
XLSMART Surabaya 5G exceeds 1,200 base stations
XLSMART says more than 1,200 5G base stations support Surabaya, while its national footprint now covers over 50 cities and regencies.
Asia-Pacific National Telecom
Claron Fibreoptics targets 300,000km cable output
Claron Fibreoptics plans to double annual optical-fibre cable capacity to 300,000km over the next year as it targets BharatNet and FTTH demand.
Asia-Pacific National Telecom
Jio marks 10 years with 533.3 million subscribers
Jio marks a decade with 533.3 million subscribers and a network spanning 4G, 5G, fibre, and fixed wireless.
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.
Global Cloud Services Trends
F5 resolves Global Log Receiver degradation
F5 resolved a Global Log Receiver degradation affecting one customer, while application traffic and Distributed Cloud Console services remained operational.
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.
Global Cloud Services Trends
GitLab’s Flex commitments still need a customer choice
A US$40.4m unallocated balance exposes the gap between winning a software budget and knowing which services will earn it.
Global Datacenter Trends
VNET’s 96.3% Commitment Still Leaves a 226MW Move-In Gap
VNET has almost sold out the wholesale capacity it has already put into service. It has not yet activated all of it. At 30 June, 970MW was committed under effective customer agreements while 744MW was being utilized. The 226MW between those states is where an impressive order…
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…
Global Datacenter Trends
Salute’s T5 Deal Counts 15GW-Plus Under Management, Not Ownership
Salute has agreed to acquire T5 Operations and says the combined organisation would manage more than 15GW of data-centre capacity. The number sounds like an infrastructure portfolio. It is really the perimeter of a service obligation: customer facilities, operating teams…
Global Datacenter Trends
STTGDC Has 780MW Operating; Nearly 2GW Is Still a Delivery Queue
The KKR–Singtel consortium has completed its acquisition of STTGDC, but it has not acquired a finished version of the operator's development plan. The closing update puts operational capacity at 780MW and nearly 2GW of powered land in construction or development. Those figures…
Asia-Pacific Cloud Services Trends
Firmus's US$300m APX East Commitment Is Capacity Before Service
Firmus has attached a large number to a cable that does not yet carry traffic: approximately US$300 million for up to 150 Tbps over 25 years. The agreement may be an important underwriting signal for APX East and a rational way for an AI-infrastructure operator to reserve a…
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.…
Global Cloud Services Trends
Docusign's 15.1% IAM share is missing its quarterly denominator
Docusign has made Intelligent Agreement Management visible as a share of annual recurring revenue. It has not made the quarterly total behind that share visible. The result is a strategically useful percentage that cannot yet answer the market's simplest product question: how…
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