Webscale ICT Market Landscape

The webscale companies (hyperscalers or internet content providers) covered in TBR’s Webscale ICT Market Landscape invest in ICT and related digital infrastructure to drive their core businesses, which can include, but are not limited to, advertising, cloud services, e-commerce, financial services and media. In some cases, webscale companies will also invest in and provide telecommunications services, such as broadband access, to accelerate their digital businesses. This report focuses on the nine webscales (the Big Nine — Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, Rakuten, Tencent) that TBR believes will own the largest, most comprehensive end-to-end digital ecosystems in the digital era. Additionally, the report includes key findings, market size, customer adoption, operator positioning and strategies, geographic adoption, vendor positioning and strategies, and acquisition and alliance strategies and opportunities.

Cadence

Semiannual, 1Q/3Q (publishes in June and December)

Vendors

  • Accenture
  • Amdocs
  • Ciena
  • Cisco
  • Dell Technologies
  • Ericsson
  • Fujitsu
  • Hewlett Packard Enterprise
  • Huawei
  • IBM
  • Infinera
  • Intel
  • Juniper
  • Lenovo Group
  • NEC/Netcracker
  • Nokia
  • Red Hat
  • Samsung
  • Tech Mahindra
  • VMware
  • ZTE

Companies

  • Alibaba
  • Alphabet
  • Amazon
  • Apple
  • Baidu
  • Facebook
  • Microsoft
  • Rakuten
  • Tencent

Table of Contents

  • Taxonomy and Definitions
  • Webscale Landscape Overview
  • Digital Ecosystem
  • Key Findings
  • Capex Spend Assessment
  • Webscale Initiative Heat Map and Positioning in Connectivity
  • Vendor Performance and Strategies
  • Key Webscale Initiatives
  • Key Webscale Company Profiles
  • Acqusitions and Alliances

Recent Publications

 

COVID-19 pandemic forces telecom industry to go all in on digital transformation

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COVID-19 Economic Impacts Update: Oct. 26, 2020

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