AP NEWS
Click to copy
Press release content from Business Wire. The AP news staff was not involved in its creation.
Click to copy
PRESS RELEASE: Paid content from Business Wire
Press release content from Business Wire. The AP news staff was not involved in its creation.

Webscale Playbook: Technology & Network Strategies of Leading WNOs - Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent - ResearchAndMarkets.com

May 13, 2019

DUBLIN--(BUSINESS WIRE)--May 13, 2019--The “Webscale Playbook Series - Alibaba, Alphabet, Amazon and Baidu” report has been added to ResearchAndMarkets.com’s offering.

The “Webscale Playbook” series evaluates the technology & network strategies of leading WNOs, starting with Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent.

Webscale network operators (WNOs) run large cloud networks using a mix of their own data centers and rented/leased assets. They invested $85.4B in capex in the first nine months of 2018 (YTD18), up an astounding 56% YoY. A range of vendors is benefiting, from semiconductor players selling into the data center market, to optical components & transport vendors selling into data center interconnect markets, to contract manufacturers of white box/OCP servers such as Wistron and Quanta, to IoT solutions providers. WNOs also spend about 10% of revenues on R&D, supporting projects in artificial intelligence, IoT, healthcare, food delivery, and connected cars. Many Webscale operators also design their own chips.

The objective of each report is to assess the company’s:

The four Playbooks focus on two ecommerce players (Alibaba and Amazon), and two search specialists (Alphabet/Google, and Baidu). Collectively the four accounted for over $28B in capital expenditures (capex) in 2017, and $40B in R&D spending. This promotional bundle includes all four of these Playbooks at a significant discount from the individual purchase price.

Key Topics Covered:

Webscale Playbook: Alibaba

1. Latest earnings takeaways

2. Revenue Analysis

3. Capex & R&D: Spend analysis

4. Capex & R&D: Top 3 priorities

5. Key technology relationships

6. Data center locations

7. Alibaba’s network strategy

8. Alibaba’s disruptive effect

Webscale Playbook: Alphabet

1. Latest earnings takeaways

2. Revenue Analysis

3. Capex & R&D: Spend analysis

4. Capex & R&D: Top 3 priorities

5. Key technology relationships

6. Data center locations

7. Alphabet’s network strategy

8. Alphabet’s disruptive effect

Webscale Playbook: Amazon

1. Latest earnings takeaways

2. Revenue Analysis

3. Capex & R&D Analysis

4. Key tech relationships

5. Amazon’s network strategy

6. Amazon’s disruption effect

Webscale Playbook: Baidu

1. Latest earnings takeaways

2. Revenue analysis

3. Capex & R&D: Spend analysis

4. Baidu’s project Apollo

5. Baidu’s funding in AV startups

6. Other key spending avenues

7. Key technology relationships

8. Baidu’s network strategy

Companies Mentioned

For more information about this report visit https://www.researchandmarkets.com/r/qhudrl

View source version on businesswire.com:https://www.businesswire.com/news/home/20190513005418/en/

CONTACT: ResearchAndMarkets.com

Laura Wood, Senior Press Manager

press@researchandmarkets.com

For E.S.T Office Hours Call 1-917-300-0470

For U.S./CAN Toll Free Call 1-800-526-8630

For GMT Office Hours Call +353-1-416-8900

Related Topics:E-Business,Data Centers

KEYWORD:

INDUSTRY KEYWORD: TECHNOLOGY DATA MANAGEMENT NETWORKS

SOURCE: Research and Markets

Copyright Business Wire 2019.

PUB: 05/13/2019 07:42 AM/DISC: 05/13/2019 07:42 AM

http://www.businesswire.com/news/home/20190513005418/en

All contents © copyright 2019 The Associated Press. All rights reserved.