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Webscale Network Operators: 1Q22 Market Review
This report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 1Q22, webscalers represent $2.19 trillion (T) in revenues, $229…
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Webscale Network Operators: 1Q23 Market Review
This report reviews the growth and development of the webscale network operator (WNO) market. In the most recent 12 months (2Q22-1Q23), webscalers represented $2.25 trillion (T) in revenues (+3% YoY),…
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Webscale Network Operators: 1Q24 Market Review
Total capex for the four quarters ended 1Q24 was $204B, up 1.5%. For 1Q24 alone, capex was $56.9B, up a whopping 24.7%. Moreover, the tech piece of capex has been…
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Webscale Network Operators: 2Q20 Market Review
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%…
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Webscale Network Operators: 2Q21 Market Review
Webscale revenues now $1.96 trillion over four quarters, more than telecom
The step change in revenue growth for webscalers that appeared in late 2020 has continued. Year over year (YoY) revenue…
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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…