MTN Consulting’s “Webscale Playbook” series analyzes the “Super 8” webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent. For each company, this report assesses:
- latest quarterly key performance indicators – revenues, capex, opex, R&D, etc.
- network vendor relationships, M&A, and partnerships across different network product categories
- cloud and connectivity network strategy
- R&D strategy in chips, devices and systems
- disruptive impact on the network infrastructure market
This product bundle includes our first five Playbooks, covering Alibaba, Alphabet, Amazon, Baidu, and Microsoft.