Published Webscale Bundles

Products

Webscale Network Operators: 2Q24 Market Review

By Matt Walker published on August 23, 2024 After declining 5% in 2023, webscale capex has been on a tear for the first two quarters of 2024, growing 25% and 51% in 1Q24 and 2Q24 respectively. That pushed 2Q24 annualized capex to $226.4 ... read more

Webscale Network Operators: 1Q24 Market Review

By Matt Walker published on June 13, 2024 Total capex for the four quarters ended 1Q24 was $204B, up 1.5%. For 1Q24 alone, capex was $56.9B, up a whopping 24.7%. Moreover, the tech piece of capex has been surging: Network/IT and softwa... read more

Webscale Network Operators: 4Q23 Market Review

By Matt Walker published on April 8, 2024 Revenues for the webscale sector floundered in 2022, but the opposite happened in 2023. In 2023, global economic growth improved, the digital ad market recovered, TikTok began to face some back... read more

Webscale Network Operators: 3Q23 Market Review

By Matt Walker published on November 23, 2023 This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (4Q22-3Q23), webscalers represented $2.32 trillion (T) in r... read more

Webscale Network Operators: 2Q23 Market Review

By Matt Walker published on September 4, 2023 This report reviews the growth and development of the webscale network operator (WNO) market since 2011. In the most recent 12 months (3Q22-2Q23), webscalers represented $2.28 trillion (T) in r... read more

Webscale Network Operators: 1Q23 Market Review

By Matt Walker published on June 2, 2023 This report reviews the growth and development of the webscale network operator (WNO) market. In the most recent 12 months (2Q22-1Q23), webscalers represented $2.25 trillion (T) in revenues (+3... read more

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