North America Cloud Services Trends
North America Cloud Services Trends
Cloud Service trend intelligence tracks cloud computing market trends, AI infrastructure demand, hybrid cloud adoption, edge deployment, platform competition, and data centre capacity pressure in North America, giving readers a fuller view of the demand shifts, capacity constraints, platform strategies, capital timing, regulatory pressure, and operating assumptions behind the market.
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606 articles
North America Cloud Services Trends
ChargePoint released US$40.7m from inventory and still used US$40.8m in operations
ChargePoint's first-half cash flow contains two numbers separated by only US$101,000. Inventory contributed US$40.690 million to the operating-cash bridge; operating activities still used US$40.791 million. The near-match is not a coincidence to celebrate or a deficit to subtract…
North America Cloud Services Trends
Planet Labs’ 98% recurring ratio excludes satellite services
Planet Labs has two businesses moving through different gates. Imagery subscriptions earn revenue as access is provided. Customer-owned satellites can wait on manufacture, launch, commissioning and acceptance before control transfers. Fiscal Q2 2027 put both inside a 58% revenue…
North America Cloud Services Trends
Samsara’s US$2.1247bn ARR carries a US$489.5m device-cost asset
Samsara’s physical-operations cloud has two clocks. ARR and revenue describe the subscription clock; procurement, shipment and amortisation describe the hardware cash clock that makes the subscription work. The first accelerated in fiscal Q2 2027. The second left US$489.548m of…
North America Cloud Services Trends
eGain’s FY27 adjusted-EBITDA ceiling equals its first-quarter floor
eGain’s annual profit range contains a timing signal that the headline growth measures do not. The company expects its first quarter to generate at least as much adjusted EBITDA as the whole fiscal year can produce at the top of guidance. That arithmetic does not forecast three…
North America Cloud Services Trends
Opti9 bought the cloud service, not the buildings
The Canadian managed-cloud deal moves customers, equipment and ten employees to Opti9 while Hut 8 keeps the data centres. The hidden price of that clean boundary is a continuing colocation dependency.
North America Cloud Services Trends
HiddenLayer’s $100m Round Puts Agent Controls to the Test
The AI-security company is expanding protection inside coding workflows. Buyers still need to establish which actions each host platform lets a security tool stop.
North America Cloud Services Trends
Data443’s Voting Sunset Leaves a Conversion Right Behind
The proposed Four Leaf combination puts a time limit on enhanced votes. It does not make the preferred shares disappear, or turn each remaining preferred share into one ordinary vote.
North America Cloud Services Trends
NetSPI–Synack Deal Puts the Service Catalogue in Focus
A broader security-testing portfolio could make purchasing easier. Federal customers will still need to know which service, in which environment, they are being offered.
North America Cloud Services Trends
C3 AI’s Cash Rebound Has an Equity-Exercise Engine
The software company has returned to positive operating cash flow. Most of the increase in its financial reserves came from a different source.
North America Cloud Services Trends
ScanSource Buys MicroAge—and the Job of Settling Channel Conflicts
The US$220.5m acquisition gives ScanSource services to sell through its partners and an integrator that already sells to end users. Management says the distributor can adjudicate competing claims. The commercial test is whether that discretion makes partners more willing to bring…
North America Cloud Services Trends
At Definitive Healthcare, 58.54% plus 17.6% becomes 66.36%
The percentages in Definitive Healthcare’s proposed going-private transaction appear to resist arithmetic. Advent reports 58.54%. Founder Jason Krantz reports 17.6%. Yet their filings say a possible group would hold 66.36%, not 76.14%. Nothing has gone missing. The denominator…
North America Cloud Services Trends
Personalis Shareholders Vote Before Tempus Chooses the Cash Mix
Personalis shareholders are being asked to authorize a merger whose consideration form may still be unresolved when they vote. Tempus can wait until three business days before closing to replace stock with cash for up to half of the target’s outstanding shares. The exchange ratio…
North America Cloud Services Trends
Greenlane’s BERA Holdings Rose in Q2. Its BERA-per-Share Ratio Fell
Greenlane ended June with more BERA exposure than it held in March, yet fewer BERA-equivalent units for each issued Class A share. That movement is the useful receipt. It shows why a token treasury needs four ledgers at once: units owned, shares issued, potential shares outside…
North America Cloud Services Trends
Figure Closed Kiavi at About $590m; the $717m Included Sixth Street
Figure's closing filing narrows the buyer's cash perimeter without reconciling it. The company paid about $590 million for Kiavi's platform and DSCR loans, while the earlier $717 million headline also counted a separate Sixth Street-funded RTL asset leg.
North America Cloud Services Trends
Dynatrace’s 41% Organic Net-New ARR Growth Has No Dollar Bridge
Dynatrace says organic net-new annual recurring revenue grew 41% in its first fiscal quarter. That is a striking acceleration signal, but it is not 41% growth in the company’s US$2.136 billion ARR balance. It is growth in an adjusted quarterly increment whose two dollar values…
North America Cloud Services Trends
Guidewire's US$5.9m Services Allocation Does Not Change ARR
Guidewire placed US$5.9 million of recurring licence-and-support or subscription contract value in services revenue during the first nine months of fiscal 2026. Its ARR calculation did not follow that allocation. The distinction is neither an error nor an extra pot of revenue…
North America Cloud Services Trends
Dropbox’s Cloud Carries US$285.9m of Finance-Lease Obligations
Dropbox looks like a subscription business until the raised floor comes into view. Its June accounts carried US$285.9 million of finance-lease obligations, while its engineers were describing racks, airflow, cooling and power headroom inside co-location facilities. The important…
North America Cloud Services Trends
CrowdStrike Disclosed US$2.9bn Beyond Its US$4.1bn Purchase Table
CrowdStrike's purchase-obligation note contains a number that does not belong to the date printed above its table. At 31 July 2026 the table totalled US$4.141527 billion. After quarter-end, the company committed to an additional US$2.9 billion, running from fiscal 2027 to fiscal…
North America Cloud Services
FreeCast targets telecom operators with streaming PaaS
FreeCast is pitching its streaming platform to telecom and broadband providers, with Assist Wireless and enTouch Wireless already signed to use the service.
North America Cloud Services Trends
Everpure Grew 38%. One Cash-Flow Line Absorbed $577 Million
Everpure's record quarter contains two truthful stories that do not yet meet. Revenue rose 38% and GAAP operating income reached US$63 million. Operating cash flow was negative US$136 million, however, after `prepaid expenses and other assets` consumed US$577 million. The company…