It’s been a few years since our last CDN Ecosystem diagram was published. Its purpose is to illustrate the competitive landscape of our complex, highly interconnected ecosystem. After all, what is the CDN, if not a mini-AWS model that provides
Last week, the public CDNs announced earnings, and the overall market reaction was brutal. Although some exceeded expectations, the gloomy economy was to blame. External forces like inflation, fears of a recession, war, and supply chain issues impacted the industry.
Akamai continues to lead our market in revenue, the number of enterprise customers, network capacity, PoPs, server count, headcount, acquisitions, etc. Although its narrow focus on the CDN industry helped it dominate the market, it also missed the chance to
Suddenly, Limelight Networks is the most exciting CDN in our entire ecosystem for the first time in years. How did they manage to pull this off? Two strategic acquisitions have enabled the company to transform itself and impact the industry.
Cloudflare IPO’d in September 2019. That was a special day for the industry as we now have four public CDNs to compare and contrast. We refer to them as a CDN because that is their origin. But in reality, they
Fastly has come a long way since its IPO in May 2019. In 2021, they generated $354M, employed +1,000 people, and hired a CFO, CRO, CMO, and CPO. The CPO worked at Google for several years in global networking, a
After an 18-month hiatus, we’re back in business. A lot has happened in that time. Eighteen months ago, Fastly’s stock was ~$94 per share, Cloudflare’s was ~$39, and Akamai’s top brass was making bold statements on its earning call about
Volterra, the three-year-old startup is one of the most interesting startups we’ve come across lately. Their business model is quite unique and its software stack extensive. The startup doesn’t fit neatly into one particular category or sector, but rather they
Years ago, it was Oracle vs Microsoft, Qwest vs MCI, and Akamai vs Limelight, the few of the many rivalries that entertained us. Today, it’s Cloudflare vs Fastly. Although both are civil towards each other in the public eye, make
Cloud-based, zero-trust access and networking is the hottest trend in the security industry. The pure-plays in this segment are seriously challenging incumbent providers with a modern approach to securing the network, users, applications, and devices with a user-identity and device-identity
The CDN industry continues to thrive, not only for publicly traded vendors but also for startups. In the last few weeks, there have been several interesting developments. We’ll summarize the latest industry updates, rumors, and observations below. First, let’s start
HAProxy Technologies, the company behind the most popular open-source load balancer HAProxy just got into the CDN business. In doing so, they’ve done something that Nginx (F5) and Varnish Software declined to do. HAProxy refers to its CDN as an
Spell, a NY-based startup has developed an innovative MLOps (machine learning operations) platform for the SMB market. Organizations can run ML experiments and workloads cost-effectively using features that fully automate the entire process. The platform leverages the latest in GPU
Effx, the San Francisco startup has emerged from stealth mode, raising an impressive $3.9M seed round to fuel the expansion of its team and platform features. The Effx platform tracks and monitors services and dependencies, via a single pane of
Zycada Networks is the latest startup in the CDN ecosystem to emerge from stealth mode. They provide CDN features although they’re not a CDN, at least today. The startup is focused on eCommerce and offers five products, which is somewhat
