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Webscale Network Operators: 2Q22 Market Review
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 (+12%…
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Webscale Network Operators: 2Q23 Market Review
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 revenues…
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Webscale Network Operators: 2Q24 Market Review
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…
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Webscale Network Operators: 3Q19 Market Review
“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…
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Webscale Network Operators: 3Q20 Market Review
COVID-19 forces the world to become even more online
The COVID-19 pandemic has depressed economic growth globally but spurred faster growth in the webscale sector. The sudden, widespread need to work…
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Webscale Network Operators: 3Q21 Market Review
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…
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Webscale Network Operators: 3Q22 Market Review
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 (+8%…
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Webscale Network Operators: 3Q23 Market Review
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 revenues…
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Webscale Network Operators: 3Q24 Market Review
After declining 5% in 2023, webscale capex has grown at incredibly fast, unsustainable rates in 2024: up by 25%, 51%, and 58% YoY in the first three quarters of the…