Negatives from the update were IMHO lower than target growth on new data centres added overall, and without having seen the regional break down it looks like someone has dropped the ball a little in the EU.
USA growth is looking great, but the previous reporting showed limited growth in the EU and this update shows zero DCs added in the EU for the Qtr.
It's forgivable given the strong global number, and lots of irons in the fire. But if they had the strategy/execution right in the EU we might be looking at 25% QonQ growth so hopefully the team is proactively looking at how that region can fire up.
Ann: Global Update, page-8
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