Edgio, the new power player in the CDN industry, reported earnings on August 8, 2022. Once fierce rivals, Limelight and EdgeCast have come together to reshape the competitive landscape. It’s the first time they are reporting combined earnings, so it’ll
Subspace (not to be confused with Subspace Labs), the once-promising CDN startup, closed on May 13, 2022. It joins the ranks of EdgeGravity and Instart Logic as promising ventures that fizzled out. It’s unfortunate because dozens of employees lost their
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
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
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
We’re midway through Q2-2020 and industry activity is at an all-time high. We’ll summarize the latest market developments starting with Cedexis, then follow up with Edge Gravity, Subspace (new CDN), and more. Is Citrix Shutting Down Cedexis Rumors have been
