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Webscale Network Operators: 1Q20 Market Review
Login to view pricingWebscale networks are centered around immense, “hyperscale” data centers and undersea cable systems that support network traffic from the tech companies’ online retail, video, and social media platforms, along with…
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Webscale Network Operators: 1Q21 Market Review
Login to view pricingWebscale surges to $1.84 trillion in revenues, on par with the telecom sector
The webscale sector’s growth accelerated in 2020. The sudden, widespread need to work and study from home increased… -
Webscale Network Operators: 1Q22 Market Review
Login to view pricingThis 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, $229…
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Webscale Network Operators: 1Q23 Market Review
Login to view pricingThis 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% YoY),…
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Webscale Network Operators: 1Q24 Market Review
Login to view pricingTotal 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…
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Webscale Network Operators: 2Q20 Market Review
Login to view pricingShrugging off COVID-19 concerns, the webscale sector witnessed yet another strong quarter in 2Q20 aided by continued investments in network infrastructure. Single-quarter revenue growth inched past the pre-COVID levels (14.3%…
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Webscale Network Operators: 2Q21 Market Review
Login to view pricingWebscale revenues now $1.96 trillion over four quarters, more than telecom
The step change in revenue growth for webscalers that appeared in late 2020 has continued. Year over year (YoY) revenue…
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Webscale Network Operators: 2Q22 Market Review
Login to view pricingThis 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 (+12%…
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Webscale Network Operators: 2Q23 Market Review
Login to view pricingThis 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 revenues…
