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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: 3Q24 Market Review
After declining 5% in 2023, webscale capex has grown at incredibly fast, unsustainable rates in 2024: up by 25%, 51%, and 58% YoY in the first three quarters of the…
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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…
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Webscale Network Operators: 4Q20 Market Review
Webscale surges to $1.71 trillion in revenues, about to overtake telecom sector
The webscale market of operators continued blockbuster growth in 2020, ending the year with just over $1.71 trillion in…
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Webscale Network Operators: 4Q21 Market Review
Revenues for the webscale sector of network operators ended 2021 at $2.14 trillion. That’s up 25% from 2020, and nearly 3x the total recorded in 2011. One reason for this…
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Webscale Network Operators: 4Q22 Market Review
This report reviews the growth and development of the webscale network operator (WNO) market. In 2022, webscalers represented $2.23 trillion (T) in revenues (+4% YoY), $268 billion (B) in R&D…