Sample Blog

February 3, 2016

The African Data Center Rises: Colocation Demand, Supply and Business Models in African Markets

Every so often, a product sees a multiplicity of factors combine, as if coordinated, to create a groundswell of demand for it so strong that it turns into a near-tsunami. Our analysis of the African multi-tenant colocation data center business suggests a market that has
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January 27, 2016

Is the Golden Age of African Mobile Profitability Over?

The contribution of the telecoms sector to African development over the past fifteen years has been truly transformational. And yet, seldom have the fundamentals that have long underpinned its success been so much under threat.  
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January 27, 2016

Why African Telcos Should Sell their Data Center Assets

According to a Reuters report, US carrier Verizon Wireless is exploring the disposal of its data center assets – and they are hardly alone in doing so. African cloud dynamics are playing somewhat differently, but we still say African telcos cannot play organically in the
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January 27, 2016

Netflix in Africa – Sounds Great, but Who’s Really Paying?

Netflix has launched its service in 130 countries, including 54 in Africa. We marvel at the audacity of rolling out this complex a service with this kind of scale. We are most intrigued by the underlying infrastructure subtext and we say African ISPs may well
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