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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:

  • Latest quarterly key performance indicators including revenues, capex, opex, R&D, etc.
  • Top 3 spending-related (capex and R&D) priorities
  • Data center/cloud infrastructure strategy
  • Network vendor relationships, M&A, and partnerships across different network product categories
  • Network-related strategy
  • Disruptive impact on the network infrastructure market

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

  • Alibaba
  • Alphabet
  • Amazon
  • AMD
  • Ant Financial
  • Apple
  • ARM
  • Baidu
  • Blackberry
  • BMW
  • Bosch
  • Cainiao Network
  • China Telecom
  • Du Xiaoman Financial
  • Ele.me
  • F5 Networks
  • Facebook
  • Focus Media
  • Ford
  • Harting
  • Hesai Tech
  • Hitachi Vantara
  • HPE
  • iDriverPlus
  • Intel
  • Libelium
  • Mediatek
  • Megvii
  • Microsoft
  • myDevices
  • Nexcom
  • NIO
  • Nokia
  • NVIDIA
  • NXP Semiconductors
  • Qualcomm
  • Reliance Communications
  • SenseTime
  • Siemens
  • SmarterEye
  • Tencent
  • Velodyne LiDAR
  • Waymo
  • Xilinx
  • ZTE

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

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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

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