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    1. CenturyLink's Hosting Business Continues to Disappoint; Shares Fairly Valued


      Wed, 6 May 2015

      weakness, with segment revenue down 3% versus a year ago (the first decline since the firm entered this business through the Savvis acquisition). Management acknowledged that the weak hosting results are more the result of poor execution and focus rather

    2. Market Is Ignoring Competitive Risks for Rackspace


      Fri, 27 Mar 2015

      failed to materialize, despite rumors of potential interest from CenturyLink CTL (which purchased managed hosting provider Savvis in 2011). After the company abandoned the potential sale, the board named Taylor Rhodes as CEO in September 2014. Rhodes

    3. CenturyLink Posts Mixed 3Q Results as Hosting Remains a Source of Disappointment


      Thu, 7 Nov 2013

      business. However, the business has been a disappointment since CenturyLink greatly expanded its presence in the market via the Savvis acquisition. Adjusted for acquisitions, data hosting revenue was flat year over year and down from the second quarter, prompting

    4. CenturyLink Posts Solid Top-Line Gains Across Several Areas


      Thu, 9 Aug 2012

      quarter and 3.8% during 2011, adjusted for the Qwest and Savvis acquisitions. Based on results thus far, management tightened ..... catching up. The hosting business, which primarily consists of Savvis , also showed nice gains during the quarter. The new data hosting

    5. CenturyLink Shows Additional Improvement


      Wed, 9 May 2012

      weakness, sales to large business showed improvement, and growth at Savvis accelerated slightly. Total sales declined 2.7% year over year, adjusted for the Qwest and Savvis deals. Management still expects to drive toward revenue stability

    6. Dot-Social and Dot-Cloud Bubbles


      Fri, 27 Apr 2012

      pressure to be in the space, who are paying insane valuations for dot-social and dot-cloud businesses (Centurylink buying Savvis at 10x EBITDA comes to mind). Since we own plenty of real companies, my concern is that they’ll overpay for their dot

    7. CenturyLink Shows Incremental Improvement in the Fourth Quarter


      Thu, 16 Feb 2012

      market remain firmly in place. As in the third quarter, the Savvis business posted weak revenue growth. Sales in the segment were ..... of the business. Management believes that the acquisition of Savvis temporarily disrupted sales activity, pointing to a 23% sequential

    8. CenturyLink Improves Customer Numbers, but Revenue Continues to Slide


      Thu, 3 Nov 2011

      in the first half of the year. If the Savvis acquisition had been included for all ..... been down 4.6% year over year. The Savvis business grew 8.3%, down from 19 ..... during the fourth quarter. Excluding Savvis , we estimate that CenturyLink's operating

    9. CenturyLink Has Run Into a Soft Patch


      Wed, 3 Aug 2011

      moving parts resulting from the Qwest and Savvis acquisitions, pinning down exactly how ..... closed at the start of 2010, but excluding Savvis ), CenturyLink reported a 5% drop in ..... includes about $1 billion in revenue from Savvis , meaning that expectations for the existing

    10. Analysts raise Terremark target price on Verizon buyout


      Fri, 28 Jan 2011

      * Deal seen as positive for peers Equinix and Savvis

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