It’s been two months since our last industry snapshot. Recently, there have been no industry-impacting events. But, in the sign of the times, Netlify has laid off 16% of its staff and Edgio 10%. We understand Edgio’s decision since the merger
We’re publishing our first industry report after a three-year hiatus. The report explores three industry-impacting trends of the last decade, two of which are still in play. The fate of the CDN industry and AWS are intertwined, the yin and
Beginning this quarter, we’ll publish a summary of the state of the CDN industry. The goal is to review specific topics and themes of the last quarter. Discussions around earnings, trends, market challenges, new product innovations, and industry competitiveness are
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
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
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
