Category: Internet Networks
Internet Networks market research reports by MTN Consulting, LLC
-
Webscale Market Review, 4Q24: Annual Capex Breaks The $300B Mark
This report reviews the growth and development of the webscale network operator (webscale, aka hyperscale) market since 2011. The webscale market consists of big tech providers building large networks of data centers as part of their operations. Our webscale tracker covers 22 companies. Coreweave is ... Read More
-
Webscale Network Operators: 3Q24 Market Review Capex jumps 58% YoY in 3Q24, pushing 12 mo. total over $250 billion; outlook remains strong, but reality check is needed for GenAI
"This report reviews the growth and development of the webscale network operator (WNO, or webscale) market since 2011. It covers 21 companies. In the most recent 12 months (4Q23-3Q24), webscalers represented $2.53 trillion (T) in revenues (+9.1% YoY), $307 billion (B) in R&D spending (+6.5% YoY), an ... Read More
-
Network Operator Capex Forecast: 4Q24 Edition Telco flatlines but GenAI-driven data center hype drives comms capex above $600B in 2024; webscale will lead market by 2028
This forecast presents our latest projections for the network operator market, spanning telecommunications operators (telcos), webscalers, and carrier-neutral network operators (CNNOs). The forecast is based on our quarterly coverage of over 175 operators, and reflects market realities through the e ... Read More
-
Webscale Network Operators: 2Q24 Market Review Capex surge of 51% YoY in 2Q24 the biggest bump since 2Q18; jitters about the Generative AI bubble weigh on outlook, though
Webscale Network Operators: 2Q24 Market Review Capex surge of 51% YoY in 2Q24 the biggest bump since 2Q18; jitters about the Generative AI bubble weigh on outlook, though This report reviews the growth and development of the webscale network operator (WNO, or webscale) market since 2011. It covers 2 ... Read More
-
Webscale Network Operators: 1Q24 Market Review Capex surges by 25% YoY in 1Q24 as the Generative AI bubble expands and FOMO prevails
Webscale Network Operators: 1Q24 Market Review Capex surges by 25% YoY in 1Q24 as the Generative AI bubble expands and FOMO prevails This report reviews the growth and development of the webscale network operator (WNO) (aka hyperscale) market since 2011. In the most recent 12 months (2Q23-1Q24), web ... Read More
-
Webscale Network Operators: 4Q23 Market Review Network/IT capex up 4% in 2023 even as total capex dips; good outlook for 2024-25 driven by GenAI land grab; big jump in sector profitability amidst layoffs
Webscale Network Operators: 4Q23 Market Review Network/IT capex up 4% in 2023 even as total capex dips; good outlook for 2024-25 driven by GenAI land grab; big jump in sector profitability amidst layoffs This report reviews the growth and development of the webscale network operator (WNO) market sin ... Read More
-
Webscale Network Operators: 3Q23 Market Review
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 (+3.7% YoY), $289 billion (B) in R&D spending (+13.1 ... Read More
-
Webscale Network Operators: 2Q23 Market Review
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 (+3.3% YoY), $285 billion (B) in R&D spending (+18.2 ... Read More
-
Webscale Network Operators: 4Q22 Market Review
Webscale Network Operators: 4Q22 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), $280 billion (B) in R&D spending (+22% YoY), and ... Read More
-
Webscale Network Operators: 3Q22 Market Review
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% YoY), $255 billion (B) in R&D spending (+23% YoY), ... Read More
-
Webscale Network Operators: 1Q22 Market Review
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 billion (B) in R&D spending, and $185B in capex, and ... Read More
Research Assistance
