Our Latest Research
Commentary: Webscale Capex in 2Q20
By Matt Walker published on September 16, 2020Summary Economies across the globe remain ravaged by the COVID-19 pandemic, with high unemployment and steep declines in GDP. Yet webscale network operators (WNOs) reached all-time highs ... read more
Webscale Network Operators: 2Q20 Market Review
By Arun Menon published on September 11, 2020Shrugging 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 inch... read more
Building the cloud: Webscale network supply chain analyzer (2Q20 edition)
By Arun Menon published on August 28, 2020The world's largest technology companies are investing heavily in webscale networks. These are centered around enormous webscale, also known as "hyperscale" data centers, and the web of infr... read more