It looks like Limelight Networks (LLNW) might be turning the corner and going back to its roots as a CDN. Yes, the CDN market is commoditized and margins are thin, but this applies to some features only. Charging a premium
ThePlatform was acquired by Comcast, Ooyala raised a monster $43M round bringing its total to $122M, and Brightcove is buying Unicorn Media. That leaves Kaltura, as the last man standing. Something’s gotta give, the OVP market is small. Kaltura can’t
Wow, this news blows me away. When I posted about Brightcove needing to buy companies, to reach the milestone of $1B in annual revenue, I didn’t mean to spend $49M on an ad insertion company. This deal is so bad,
In my earlier post dated January 1, 2014, I noted that Brightcove needed to acquire companies, in order to reach the milestone of $1B in annual revenue. Low and behold, they acquired Unicorn Media five days later. I think I
Our 2014 CDN Report Card ranking US based CDNs is coming out on Thursday. In 1st place is Akamai. On Thursday, you’ll find out who comes in 2nd, 3rd, 4th, 5th & 6th. It’s free and no registration required. Spread
Akamai and Cisco formed a partnership in October 2013, to integrate Akamai functionality into the Cisco branch routers, thus extending the Akamai CDN to the last mile & first mile. It’s a very innovative project. However, Aryaka beat them to
Instart Logic & Incapsula are two super cool CDN startups. They have a lot of potential. Instart Logic is the candidate that is most likely to be acquired in the short term, earning good returns for its employees, and backers.
Akamai has been on a stride lately, its stock price is in the forties, it’s market cap is $8B+, and it just acquired Prolexic. The acquisition will provide an extra few hundred million in revenue, and separate it from other
According to PATENTLYO, the Supreme Court is moving to review the patent infringement lawsuit filed by Akamai/MIT against Limelight Networks. The lawsuit began in 2006, when the CDN industry was much different then. Limelight was the #2 CDN, right behind
CloudFlare, the high flying CDN with 1.5M customers, hosting 334,00 websites, supporting 250 billion page views, with 750 million unique IP addresses that touch its network, handles more traffic than Yahoo, Amazon, Instagram, eBay, AOL, and Apple combined. That’s an
Akamai, the largest CDN on the planet, never envisioned a bookstore encroaching on its turf. Then again, neither did HP, IBM, EMC, Oracle or Dell. Amazon dominates the markets for cloud computing and cloud storage. It’s trying to do the
According to some industry pundits, OVP’s such as Brightcove, are huge resellers of CDN bandwidth. In some cases, more than 60% of the total OVP cost, is for bandwidth and storage. The CDN piece probably makes up half of the
The CDN industry offers a few options for selling CDN services. The inexpensive way to go is to become a white label reseller. The costliest route is to build a CDN from scratch. The best solution depends on the type
Brightcove, the leading OVP, has reached $100M in sales in 2013. Their economy of scale, impacting overall cost reduction, is improving. As the volume of digital media delivery increases (measured in Gbps), CDN costs drop. Brightcove has partnered with Akamai
Brightcove, the leading online video platform (OVP), is on track to surpass a $100M in annual revenue in 2013, and record its first profit ever. Based on the share price as of 12/31/13, it’s market cap is $406M. They also
