Dublin, May 20, 2019 (GLOBE NEWSWIRE) -- 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
- 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/7xw6bq
Research and Markets also offers Custom Research services providing focused, comprehensive and tailored research.