Early Review of 3Q23 Capex Forecasts: Webscale & CNNO

DUBLIN , Nov. 17, 2023 /PRNewswire/ — The “Capex Forecast Check, 3Q23: Webscale & CNNO” report has been added to ResearchAndMarkets.com’s offering.

This note provides an early review of 3Q23 market growth and capex spending figures for two of the three operator segments we cover: webscale, and carrier-neutral. 

The analysis is based on a review of over 80% of reporting companies in the two segments. Our official forecast for 2023 calls for $218B of capex for webscalers, and $39B for carrier-neutral operators (CNNOs).

Market figures through 3Q23 suggest actual capex is likely to be closer to $200B and $36B for the two segments, respectively. This is a small change, however, and the tech portion of webscale capex is rising modestly.

Moreover, new data from DigitalBridge makes clear that private equity-funded spend is strong in the data center CNNO market, helping to offset a weaker public CNNO market. Consequently, the vendor opportunity in selling to these two markets in 2023 is roughly the same size as forecast.

Key Topics Covered:

  • Summary
  • Introduction
  • Analysis
  • Carrier-neutral
  • Generative AI
  • Outlook
  • Appendix

List of Figures

Figure 1: Capex projection for Webscale and CNNO market (US$B), per 7/23 forecast

Figure 2: YoY revenue growth rates for Webscale’s Big 4 providers

Figure 3: Capex for select* CNNOs in 3Q21-3Q23 (US$M)

For more information about this report visit https://www.researchandmarkets.com/r/op3odk

About ResearchAndMarkets.com

ResearchAndMarkets.com is the world’s leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.

Media Contact:
Research and Markets

Laura Wood, Senior Manager

[email protected] 

For E.S.T Office Hours Call +1-917-300-0470

For U.S./CAN Toll Free Call +1-800-526-8630

For GMT Office Hours Call +353-1-416-8900

U.S. Fax: 646-607-1907

Fax (outside U.S.): +353-1-481-1716

Logo: https://mma.prnewswire.com/media/539438/Research_and_Markets_Logo.jpg

SOURCE Research and Markets


Go to Source