Webscale Supply Chain Developments in 2019

Webscale Supply Chain Developments in 2019
Webscale operators becoming more self-sufficient as they spend less on capex, more on R&D, relying more on partnerships to grow networks & cloud offerings
By Matt Walker

Table Of Contents

  • INTRODUCTION
  • WEBSCALE SECTOR CONTINUES TO TAKE OVER THE GLOBE’S NETWORKS
  • CONCLUSIONS
  • APPENDIX

Figure & Charts

  • Figure 1: WNO R&D spending and Capex as % revenues (annualized)
  • Figure 2: Annualized profitability rates for WNOs.
  • Figure 3: AT&T vs. Microsoft: Annualized capital intensity since 4Q11.
  • Figure 4: Webscale chip activities in 2019.

Visuals

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