On January 22, 2014, Netflix’s Reed Hastings (CEO) and David Wells (CFO) wrote a letter to shareholders on the 2013 results; Netflix ended up with 44 million members, and expects 48 million members by end of Q1. As of 2/1/14
Aryaka Networks, is the Akamai of the WAN as-a-service Industry. It’s years ahead of the competition in its segment. Ajit Gupta (CEO) and Sonal Puri (VP Marketing), have created something very special, and extremely disruptive. There is only one company
Over the last month, I’ve researched more than a dozen startups, that partake in the CDN ecosystem. The startups included CDNs, OVPs, File Transfer Platforms, WAN as-a-service, and Cloud Security companies. All startups mentioned in my blog are disruptive, offering
In October 2013, Akamai announced a strategic partnership with Cisco, whereas Akamai would add its CDN functionality into the Cisco Routers, making Akamai a B2B CDN or WAN as-a-service; offering a first-mile to last-mile file delivery and caching service. The
Glue Networks, a cloud-based Software-defined WAN (SDWAN) based in Sacramento CA, has raised $29M in funding. The company was founded in 2007, making them one of the first cloud-based WAN Service Providers, also known as WAN as-a-service. The executive team
Pertino, a cloud-based WAN platform based in Los Gatos CA, started in 2011 and has raised $29M in funding. The founding team are from Packeteer, a network appliance company acquired by Blue Coat Systems. Pertino identifies itself as a cloud
Today, the likelihood of IBM acquiring Akamai has increased from 10% to 30%, in my opinion. IBM has been an incredibly busy-bee the last two months, thanks to Bezos & Company. In February 2013, IBM lost a $600M CIA Contract
Fastly is awesome CDN that is growing by leaps and bounds. They remind me of Cotendo and EdgeCast in their early years. They’ve hired experienced Sales Engineers and Sales Reps that understand the business. CDN experience is a key requirement
I didn’t see this one coming, but is IBM about to make a play for Brightcove? First, let’s back up to early January. Brightcove stock is hovering around $14 per share, from November 2013 to January 6, 2014. Then, on
Zscaler, a pure play cloud security company based in San Jose CA, started in 2008 and has raised $38M in funding. The founding members have a long history of building and selling companies, including CipherTrust, which was sold to McAfee.
Incapsula, the pure-play cloud security company now in the CDN business, is very intriguing. I’m sure many are wondering where they fit in the CDN ecosystem, including myself. The Incapsula website, and press releases provide a great deal of intelligence;
Incapsula, the spinoff from Imperva, is a new breed of CDN. For starters, their security suite is more extensive, robust, and feature rich than all CDNs, maybe even Akamai. They go above and beyond, the typical CDN WAF offering, providing
Every few weeks, I’ll run trace routes on a particular group of websites, to find out what CDNs are being used. I ran trace routes on the Alexa sites that are ranked #25 through #61, and based in the US.
Instart Logic and Shape Security are two of the hottest startups in the CDN ecosystem. Instart Logic, with its web application streaming technology, and Shape Security, for protecting websites from automated bot armies, are game changers. Traditional CDNs rarely deliver
Instart Logic is one of the most exciting startups in the country. I’ve read the reports about them from Gartner, Forrester, and Frost & Sullivan; sat through a personal demo presented by the executive team; and watched a web demo
