Webscale tracker bundles (Single User)
By Matt Walker
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.