Well, regardless of what the SP will be doing this is what I am looking for.
- Northern America Build meeting target set out on Market Update earlier this year. (On track at the moment)
- Checking my data after a few months to see growth in customers in this area (customers per enabled location)
- Europe build news
- Impact of agreements - (for example AMS-IX has only recently started allowing their customers to purchase megaport interconnects- https://ams-ix.net/newsitems/234 )
As capacity builds into next year I think the sums will start to look better. So the SP may be sideways until then, who knows?
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