We have some exciting news! The 2017 Independent CDN Landscape Report is now available. The report provides an in-depth analysis of the highly interconnected ecosystem of content delivery, edge security, network security, Cloud WAN and video streaming. Our missions is to provide insight to help the community of buyers, startups, CDNs, cloud providers, and analyst make informed decisions when it comes to buying services, forming partnerships, acquiring startups, ranking companies, or writing RFP’s. The report analyzes 52 companies, 10 micro-segments, 5 product categories, and 14 features using proprietary, internally developed research and data models. The report is 40+ pages and includes the following data models:
- Micro-Segment Matrix
- Product Line Classification Model
- Product Line Comparison Matrix
- Innovation Ranking Chart
- Bonus: Akamai’s Hidden Roadmap for Cloud Security
For more info, click here.
Membership Discount: If you join our community and subscribe to any of our paid plans, we’ll give you a 25% discount off the CDN Landscape report price. Thanks for your support.
Highwinds is no more. StackPath has just acquired Highwinds for an undisclosed amount. This was a brilliant move on Lance Crosby’s (CEO) part. StackPath has many things going for it – including a top notch caching platform, security suite, engineering team and sales team. The only thing missing was revenue. Highwinds fills the revenue gap nicely. According to rumors, Highwinds is generating $100M – $150M in annual revenue, with CDN services comprising more than 50%. And, Highwinds is known for having large customers like Akamai, Microsoft and Valve. When Highwinds acquired BandCon, they got into the business of selling transit and colo. StackPath joins the Tier 2 group of Level 3, Limelight Networks and Verizon EdgeCast in the annual revenue category.
We’re excited to announce that we just launched Galado.com, a research site focused on distributed systems. Our target audience is the development community. Why the new site? A few months ago we decided to expand our focus and add edge compute to the mix. Unbeknownst to us, in order to really understand edge compute – you must know about distributed storage architectures, parallel processing, messaging brokers, big data, in-memory databases, machine learning algorithms types, and all that fun complex stuff. The good news – we finally cracked the code and have a decent grasp of distributed systems and the underlying pieces. The takeaway – we are simply overwhelmed with joy in learning something new. Our research will go in a new direction, especially over time as we learn more.
There’s some big news that was just announced regarding AWS. The word on the street, the Techcrunch street that is – AWS has acquired Harvest.ai, a security startup. Supposedly, AWS is “ramping up its security chops.” I wouldn’t call them chops, there more like kabobs because AWS is very skinny on the security feature set. Harvest.ai provides AI-based DLP which helps prevent theft of data and intellectual property. All kidding aside, security is not a core strength of AWS. Never will be unless they pluck down some serious money in buying startups – something like $1B would be a start.
Today, four very important things are happening/happened in our industry: 1) Akamai’s market cap is $12B 2) Akamai has $1.7B in cash as of Q3-2016 3) Information security spending reached $81.6B in 2016 and 4) Startups like Deep Instinct are disrupting legacy business models in the security market. When you put this all together, what do you get? Akamai will acquire a ML / AI security startup like Deep Instinct in 60 days for the simple reason that the DDoS + Bot + WAF services are becoming the anti-virus of the Edge Security industry. No business model in the security industry is safe, not Symantec, not Palo Alto Networks, no one. That means there is $82B worth of opportunities up for grabs. Akamai and all other Edge Security companies have a long way to go in building out their security feature sets. Luckily for Akamai, they have $1.7B in cash to make it happen.