DUBLIN–(BUSINESS WIRE)–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). However, growth is still lower than the peak levels of +18% recorded during 3Q17-3Q18 period. On an annualized basis, the sector’s top-line grew by 13.5% YoY in 2Q20.
The network spending of big webscalers is 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 cloud services. Webscale network operators (WNOs) may also own access networks, typically using fiber, microwave or mmWave, and even fixed satellite. WNOs exploring outer space for providing connectivity include Amazon, Apple, Alphabet, Facebook, and Microsoft.
Out of these, Amazon’s efforts gained fruition recently with the FCC approval for its satellite broadband initiative, Project Kuiper, to deploy and operate a constellation of 3,200+ low earth orbit (LEO) satellites. Satellite investments from non-webscale players such as SpaceX (Starlink) are heightening the webscale activity.
A broad set of vendors are benefiting from WNO Capex spending – from semiconductor players selling into the data center market (Intel, AMD, Nvidia, Broadcom, etc), to optical components & transport vendors selling into data center interconnect markets (Ciena, Infinera, Neophotonics, Lumentum, etc.), to contract manufacturers of white box/OCP servers (Wistron and Quanta).
WNOs tracked in this report include the Top 8 companies (Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent) and 12 others: Altaba, ChinaCache, Cognizant, eBay, Fujitsu, HPE, IBM, JD.COM, LinkedIn, Oracle, SAP, and Yandex.
Coverage:
- Global coverage with company-level drilldowns of 20 companies
- Company-level annualized and quarterly trends across >10 financial data series
- Network-related spending estimates at market- and company-level, across quarters
- Revenues broken out by region for each company
Key Topics Covered:
- Abstract
- Analysis
- WNO Market: Key Stats thru 2Q20
- Company Drilldown
- Top 8 WNOs
- Company Benchmarking
- Regional Breakouts
- Raw Data
- Exchange Rates
- About
Companies Mentioned
- Alibaba
- Alphabet
- Amazon
- Apple
- Baidu
- Microsoft
- Tencent
- Altaba
- ChinaCache
- Cognizant
- eBay
- Fujitsu
- HPE
- IBM
- JD.com
- Oracle
- SAP
- Yandex
For more information about this report visit https://www.researchandmarkets.com/r/wogzed.
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