WNOS

Webscale Network Operators Market Review, 2Q22 Report - Revenue Growth Slowing for All Key Webscalers - ResearchAndMarkets.com

Retrieved on: 
Tuesday, October 18, 2022

The "Webscale Network Operators: 2Q22 Market Review" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Webscale Network Operators: 2Q22 Market Review" report has been added to ResearchAndMarkets.com's offering.
  • This report reviews the growth and development of the webscale network operator (WNO) market.
  • Topline growth in single quarter revenues has fallen steadily since the 1Q21 peak of 37%, to record just 4% YoY in 2Q22.
  • Technology spending continues to surge, despite slower revenue growth
    Capex and R&D spend are near all-time highs as a % of revenues.

Amazon and Microsoft Power Webscale Capex Report, 4Q21 - ResearchAndMarkets.com

Retrieved on: 
Monday, August 8, 2022

The "Amazon and Microsoft Power 4Q21 Webscale Capex" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Amazon and Microsoft Power 4Q21 Webscale Capex" report has been added to ResearchAndMarkets.com's offering.
  • Companies reporting to date include Alphabet (Google), Amazon, Apple, Meta (Facebook), Fujitsu, IBM, Microsoft, Oracle, and SAP.
  • Amazon and Microsoft, the leading cloud providers, drove growth in both 4Q21 and 2021 overall.
  • These preliminary results for 4Q21 are consistent with the publisher's forecast of $167.1B capex in 2021 for the webscale sector (up from $134.4B in 2020).

2022 Webscale Network Operators Market Review - ResearchAndMarkets.com

Retrieved on: 
Friday, April 8, 2022

The "Webscale Network Operators: 4Q21 Market Review" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Webscale Network Operators: 4Q21 Market Review" report has been added to ResearchAndMarkets.com's offering.
  • Revenues for the webscale sector of network operators ended 2021 at $2.14 trillion.
  • But webscale is gradually bridging this gap: in 2021, webscale capex spiked 30% YoY, versus an approximate 10% rise for telco capex.
  • Webscale network operators (WNOs) may also own access networks, typically using fiber, microwave or mmWave, and even fixed satellite.

AMD, Intel, & Nvidia Data Center Chips Competitive Intelligence Briefing 2021 - Intel's Comeback Hinges on Execution, as Rivals Make Further Inroads with New Process Technologies - ResearchAndMarkets.com

Retrieved on: 
Monday, September 13, 2021

The "Competitive Intelligence Briefing: Data Center Chips" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Competitive Intelligence Briefing: Data Center Chips" report has been added to ResearchAndMarkets.com's offering.
  • The battle is getting intense in the lucrative data center chips market amid supply chain shortages and delays caused by Covid-19 pandemic.
  • Despite the roadblocks, Intel still commands a dominant +90% share of the data center chips market.
  • Further, a flurry of PE/VC-backed emerging start-ups developing data center chips is entering the scene.

Global Webscale Network Operators Market Review Q2, 2020: COVID-19 Fails to Slow Webscale - Annualized Revenues Top $1.5 Trillion in 2Q20 as Capex Reaches All-Time High

Retrieved on: 
Thursday, October 15, 2020

DUBLIN, Oct. 15, 2020 /PRNewswire/ -- The "Webscale Network Operators: 2Q20 Market Review" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • DUBLIN, Oct. 15, 2020 /PRNewswire/ -- The "Webscale Network Operators: 2Q20 Market Review" report has been added to ResearchAndMarkets.com's offering.
  • Shrugging off COVID-19 concerns, the webscale sector witnessed yet another strong quarter in 2Q20 aided by continued investments in network infrastructure.
  • Webscale network operators (WNOs) may also own access networks, typically using fiber, microwave or mmWave, and even fixed satellite.
  • Annualized Capex reached an all-time high in 2Q20, hitting $114.4 billion; the previous high was $113.1B in 4Q18.

Global Webscale Network Operators Market Review Q2, 2020 - ResearchAndMarkets.com

Retrieved on: 
Monday, October 5, 2020

The "Webscale Network Operators: 2Q20 Market Review" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Webscale Network Operators: 2Q20 Market Review" report has been added to ResearchAndMarkets.com's offering.
  • Shrugging 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% in 4Q19) to post 15.1% in 2Q20 year-on-year (YoY).
  • Webscale network operators (WNOs) may also own access networks, typically using fiber, microwave or mmWave, and even fixed satellite.

Webscale Playbook: Technology & Network Strategies of Leading WNOs - Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent - ResearchAndMarkets.com

Retrieved on: 
Monday, May 13, 2019

The "Webscale Playbook" series evaluates the technology & network strategies of leading WNOs, starting with Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent.

Key Points: 
  • The "Webscale Playbook" series evaluates the technology & network strategies of leading WNOs, starting with Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent.
  • Webscale network operators (WNOs) run large cloud networks using a mix of their own data centers and rented/leased assets.
  • WNOs also spend about 10% of revenues on R&D, supporting projects in artificial intelligence, IoT, healthcare, food delivery, and connected cars.
  • This promotional bundle includes all four of these Playbooks at a significant discount from the individual purchase price.