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Market Research Report

Webscale Playbook - Facebook: Renewed Privacy, Security and Content Concerns for its 2.4B User Base Drive Network Capex

Published by MTN Consulting, LLC Product code 908416
Published Content info 15 Pages
Delivery time: 1-2 business days
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Webscale Playbook - Facebook: Renewed Privacy, Security and Content Concerns for its 2.4B User Base Drive Network Capex
Published: July 2, 2019 Content info: 15 Pages
Description

This report is the sixth in MTN Consulting's Webscale Playbook series, which analyze the “Super 8” webscale network operators (WNOs), i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent.

The objective of this report is to assess Facebook's:

  • latest quarterly key performance indicators including revenues, capex, opex, R&D, etc.
  • key tech-related spending priorities
  • network vendor relationships, M&A, and partnerships across different network product categories
  • vendor market landscape
  • network-related strategy
Table of Contents
Product Code: GNI 02072019 1 25062019 1

Table of Contents

  • 1. Abstract
  • 2. Operational scale
  • 3. Latest earnings takeaways
  • 4. Revenue analysis
  • 5. Capex & R&D: Spend analysis
  • 6. Key spending priorities
  • 7. Key technology relationships
  • 8. Vendor market analysis
  • 9. Data center footprint
  • 10. Facebook's network strategy
  • 11. Appendix 1
  • 12. Appendix 2

List of Figures & Charts:

  • 1. Facebook Revenues: 4Q17 - 1Q19
  • 2. YoY Growth Rate (CAPEX vs. OPEX): 4Q17 - 1Q19
  • 3. Profitability Margins: 4Q17 - 1Q19
  • 4. Revenues (Annualized & Single Quarter), & YoY Growth
  • 5. FY2018 Revenue Split (MTN Consulting estimates*)
  • 6. Annualized Capex and R&D, % Revenues
  • 7. Facebook's annualized share of WNO network & IT capex (MTN Consulting estimates*)
  • 8. Top vendors, all years: Facebook
  • 9. Contracts by product, Facebook: all years
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