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Webscale Network Operators, 4Q20 Market Review - Webscale Sector Benefits from COVID-19 Pandemic as Annual Revenues Rise 18% to $1.71 Trillion, CAPEX Up 28% to $133B - ResearchAndMarkets.com

April 15, 2021 GMT

DUBLIN--(BUSINESS WIRE)--Apr 15, 2021--

The “Webscale Network Operators: 4Q20 Market Review” report has been added to ResearchAndMarkets.com’s offering.

The 4Q20 WNO Market Review analyzes the network infrastructure spending and financial position of webscale network operators (WNOs).


WNOs are web-centric companies who own and operate large multi-country communications networks based upon hyperscale data centers and submarine cables. Webscale operators may also own access networks, typically using fixed satellite or fiber. WNOs own network assets in order to support their core businesses, which comprise digital advertising, online retail, cloud, digital media and content services, and other digital-based services.

The webscale segment excludes companies with digital business models who rely primarily on rented cloud capacity or collocation space. Twitter, for instance, is not a webscale operator, as its network relies on a mix of rented space in carrier-neutral data centers and rented cloud resources from Google. By contrast, Apple is webscale; although it has partnerships with GCP and AWS for cloud capacity, Apple owns several large data centers, and is building more.

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.

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 revenues, from $1.45T in 2019. The growth is due to several factors: acquisitions (e.g. Alibaba-Sun Art, Amazon-Zoox, and Microsoft-Zenimax); strong digital advertising spend (e.g. Google up 9% YoY to $146.9B), and increased cloud spending across a number of verticals amidst the COVID-19 pandemic. Webscale revenues are now just a bit below telecom operator revenues, which ended 2020 at $1.79 trillion.



  • 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:

Companies Mentioned

  • Alibaba
  • Alphabet
  • Altaba
  • Amazon
  • Apple
  • Baidu
  • ChinaCache
  • Cognizant
  • eBay
  • Facebook
  • Fujitsu
  • HPE
  • IBM
  • JD.com
  • LinkedIn
  • Microsoft
  • Oracle
  • SAP
  • Tencent
  • Yandex

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

View source version on businesswire.com:https://www.businesswire.com/news/home/20210415005461/en/

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SOURCE: Research and Markets

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PUB: 04/15/2021 05:37 AM/DISC: 04/15/2021 05:37 AM