Published Webscale Bundles

Products

Webscale Network Operators: 4Q22 Market Review

By Matt Walker published on March 24, 2023 This report reviews the growth and development of the webscale network operator (WNO) market. In 2022, webscalers represented $2.23 trillion (T) in revenues (+4% YoY), $268 billion (B) in R&... read more

Webscale Network Operators: 3Q22 Market Review

By Matt Walker published on November 24, 2022 This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 3Q22, webscalers represent $2.23 trillion (T) in revenues... read more

Webscale Network Operators: 2Q22 Market Review

By Matt Walker published on September 12, 2022 This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 2Q22, webscalers represent $2.21 trillion (T) in revenues... read more

Webscale Network Operators: 1Q22 Market Review

By Matt Walker published on May 31, 2022 This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 1Q22, webscalers represent $2.19 trillion (T) in revenues... read more

Data Center Investment Tracker: 1Q22

By Matt Walker and Arun Menon published on May 23, 2022 Multiple types of companies are investing heavily in data center assets. Two years ago, the data center market was already vibrant, but COVID-19 gave this a boost as enterprises accelerated dig... read more

Webscale Network Operators: 4Q21 Market Review

By Matt Walker published on April 1, 2022 Revenues for the webscale sector of network operators ended 2021 at $2.14 trillion. That’s up 25% from 2020, and nearly 3x the total recorded in 2011. One reason for this is a dramatic uptick... read more

Data Center Investment Tracker: 4Q21

By Matt Walker and Arun Menon published on February 15, 2022 Multiple types of companies are investing heavily in data center assets. Two years ago, the data center market was already vibrant, but COVID-19 gave this a boost as enterprises accelerated dig... read more

Amazon and Microsoft power 4Q21 webscale capex

By Matt Walker published on February 8, 2022 Preliminary fourth quarter earnings results from the webscale segment of network operators (WNOs) indicates a continued strong appetite for data center and cloud investment. Companies reporting... read more

Tencent: Tech Spending Profile

By Matt Walker published on February 4, 2022 Tencent is China’s largest Internet company. It has built a huge network in China to support growth of its vast digital ecosystem of services, both those provided directly and by partners. As... read more

Webscale Network Operators: 3Q21 Market Review

By Matt Walker published on December 16, 2021 Revenues for the webscale sector of network operators passed the $2 trillion mark in 3Q21, on an annualized basis, growing 29.1% YoY to reach $2.06T. The cloud is part of this;... read more