On January 11th, we posted a recommendation that Akamai should acquire Saguna Networks. Low and behold, one month later, Akamai acquires a stake in Saguna Networks. In due time, Akamai will become an innovation leader in the RAN, because they will be able to leverage and integrate Saguna’s RAN based technology into its CDN platform. Saguna is one of the very few, if not the only pure-play RAN based CDN offering products for Mobile Operators in that part of the network. This was a brilliant move on Akamai’s part, and we give it an “A” Grade. Akamai isn’t resting on its laurels, but they continue to make strategic moves that keeps them ahead of the game. If only Limelight Networks would do the same. The question now is what is Akamai doing next.
Disclosure: I’m not a Financial Analyst, and I did not talk to, or advise Akamai on this transaction in any way. I just made an educated guess, as to what I believe is the best fit for Akamai, based on their current product portfolio. Please don’t use this rant for investment purposes.