Exploring trends in CDN and web infrastructure.
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Prediction: Google Acquires Akamai before AT&T
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
Is the Akamai vs Limelight Lawsuit Still in Play
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 vs Limelight Networks and Akamai
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 vs Amazon
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
The Federated CDN for OVP’s
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 Cost of Building A CDN
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
Should Brightcove Build Its Own CDN
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’s $1B Revenue Milestone
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
CDN Business Models
The CDN industry has several business models in play. I personally see four prevailing business models. Each one is different from an operations, sales, engineering, and ordering standpoint. Here is a snapshot of the four business models: Amazon CloudFront &
CDN Features: DDoS Mitigation & WAF
The lifecycle for CDN features are short lived. A new feature might be key differentiator, that helps in winning business against the competition, but it only last for a while. The CDN feature lifecycle is 2 years max. CDNs must
Open source, the engine that powers the CDN
Open source caching software is the engine the powers many CDNs. Without it, the CDN industry would most likely be smaller today. Free open source software enables startups to start small, and scale later. Fastly uses Varnish, Netflix & CloudFlare
Is PeerCDN a CDN
Yahoo recently acquired PeerCDN for an undisclosed amount. PeerCDN is a next generation peer-to-peer (P2P) CDN that runs entirely in javascript. According to their website, their software can reduce bandwidth cost by 90%. The statement above raises two interesting questions.
Deeper Look Into Yottaa
Yottaa, a startup CDN located in Akamai’s backyard, is growing rapidly. They are adding a ton of customers, and expanding their feature set. Now with the latest infusion of VC cash, they must plan on going in a new direction,
Who would Acquire Aryaka Networks
Aryaka Networks, the first and only WAN Optimization as-a-Service company, is shredding the competition. It has received $54M in funding, and is backed by the top VCs. The question arises, who is going to acquire Aryaka? Aryaka is not a
Is MPLS Dead
Lately, there has been much in the press regarding MPLS and its future. Is it dead or is it a dying breed in the WAN ecosystem? Instead of generalizing about MPLS in the enterprise, it would be more useful to
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