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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: 4Q19 Market Review
“Webscale networks are centered around immense, “hyperscale” data centers and undersea cable systems that support network traffic from the tech companies’ online retail, video, and social media platforms, along with…