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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…
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Webscale Network Operators: 2Q24 Market Review
Login to view pricingAfter 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…
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Webscale Network Operators: 3Q19 Market Review
Login to view pricing“After successive slumps in capex during the first two quarters of 2019, global webscale operators loosened their purse strings somewhat in 3Q19. Capex spend grew slightly by 1% YoY in…
