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Webscale Playbook Series - Alibaba, Alphabet, Amazon and Baidu

  • ID: 4753360
  • Report
  • 46 Pages
  • MTN Consulting, LLC
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FEATURED COMPANIES

  • Alibaba
  • Baidu
  • Ele.me
  • Hitachi Vantara
  • Microsoft
  • Qualcomm
  • MORE

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 "Webscale Playbook" series evaluates the technology & network strategies of leading WNOs, starting with Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent.

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.

Note: Product cover images may vary from those shown
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FEATURED COMPANIES

  • Alibaba
  • Baidu
  • Ele.me
  • Hitachi Vantara
  • Microsoft
  • Qualcomm
  • MORE

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

List of Exhibits

  • Alibaba Revenues: 1Q17-2Q18
  • QoQ Growth Rate (CAPEX vs OPEX): 1Q17-2Q18
  • Profitability Margins: 1Q17-2Q18
  • Revenues (Annualized & Single Quarter), & YoY Growth
  • FY2017 Business Revenue Split (author estimates*)
  • Annualized Capex and R&D, % Revenues
  • Alibaba’s annualized share of WNO network & IT capex

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
 
List of Exhibits

  • Alphabet Revenues: 2Q17-3Q18
  • YoY Growth Rate (CAPEX vs OPEX): 2Q17-3Q18
  • Profitability Margins: 2Q17-3Q18
  • Revenues (Annualized & Single Quarter), & YoY Growth
  • FY2017 Revenue Split (author estimates*)
  • Annualized Capex and R&D, % Revenues
  • Alphabet’s annualized share of WNO network & IT capex

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

List of Exhibits

  • Amazon Revenues: 1Q17-2Q18
  • QoQ Growth Rate(CAPEX vs OPEX): 1Q17-2Q18
  • Profitability Margins: 1Q17-2Q18
  • Revenues (Ann. & Actuals) & YoY Growth
  • FY2017 Business Revenue Split (author estimates*)
  • Annualized Capex and R&D, % Revenues
  • Amazon’s annualized share of WNO network & IT capex

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
9. Appendix 1
10. Appendix 2

List of Exhibits

  • Baidu Revenues: 2Q17-3Q18
  • YoY Growth Rate (CAPEX vs OPEX): 2Q17-3Q18
  • Profitability Margins: 2Q17-3Q18
  • Revenues (Annualized & Single Quarter), & YoY Growth
  • FY2017 Revenue Split (author estimates*)
  • Annualized Capex and R&D, % Revenues
  • Baidu’s annualized share of WNO network & IT capex
Note: Product cover images may vary from those shown
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  • Alibaba
  • Alphabet
  • Amazon
  • AMD
  • Ant Financial
  • Apple
  • ARM
  • Baidu
  • Blackberry
  • BMW
  • Bosch
  • Cainiao Network
  • China Telecom
  • Du Xiaoman Financial
  • Ele.me
  • F5 Networks
  • Facebook
  • 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
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Note: Product cover images may vary from those shown
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