What CDN Should Alibaba Buy

Categories

Out of the twenty or so US based CDNs, what CDNs are the best match for Alibaba? There is one US based CDN that is a great fit for Alibaba and that is Yottaa. Yottaa has a development staff in the US and also in China. Second, Yottaa specializes in ecommerce and has created a nice niche for themselves that targets the CMO’s at ecommerce companies. Thus, Yottaa CDN technology is in line with what Alibaba is doing in the US.

Yotta has raised $29M in VC, so they could probably fetch somewhere between $350M to $450M. Yottaa shouldn’t entertain anything less than $350M. They have invested too much time and resources in building a solid CDN platform and customer base. Let’s not forget that Yottaa has changed business models mid-way through their lifecycle, and has created a new business model that works for them. The only other two CDNs that make sense for an Alibaba acquisition are Fastly and Instart Logic. These two will be a little more expensive, but Alibaba can afford them in a heartbeat. Which CDNs are not a good fit for Alibaba? Akamai, Limelight Networks and Aryaka Networks.

Scroll to Top