Exploring trends in CDN and web infrastructure.
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Pivot #1 for Limelight Networks
In my previous post, I discussed Limelight Networks’ (LLNW) OVP/CMS offering. Today, I just read that LLNW has sold off its web content management business to Upland Software. This is an excellent move. LLNW can now focus on re-inventing itself.
Is Limelight Networks Spread Too Thin
Limelight Networks (LLNW) offers CDN services, CMS, OVP, instructor-led classes and staff augmentation. At their core, they’re overwhelmingly a CDN. They have POPs, routers, thousands of servers, multi-carrier connectivity, caching software, and so on. The reason they’ve broadened their service
The New Limelight Networks
Limelight Networks (LLNW), once the dominant #2 CDN right behind Akamai, has been on a path of revitalization. A new executive team is in place, and their value proposition has broadened, in order to reach the office of the Chief
Should AT&T buy Akamai
Seeking Alpha reported that the rumors of a possible acquisition by AT&T were driving up Akamai’s stock price. In such a situation, the rumor could have very well been started by a bored teenager in Australia. Regardless, let’s assess the
Can EdgeCast Surpass Akamai in 12 Months
I am sure Akamai is regretting their decision not to buy EdgeCast. If not, they will after this post. There are probably a few dozen CDN executives that haven’t considered the repercussions of the Verizon acquisition. I have, and the
Telco CDN Cost Structure
Telcos from all over the world are getting into the CDN game. Many are licensing CDN platforms, while others are acquiring CDNs; and a few brave souls are trying to build their own. There seems to be an ongoing debate,
Google vs CloudFlare
The top selling feature of any CDN is undoubtedly, performance. The faster the CDN delivers content, the more the website owner makes, and the more companies flock to that CDN. That is why EdgeCast and Fastly tout performance every chance
The Aftermath: AT&T acquires Akamai
In my previous post, I addressed the rumor of why AT&T won’t acquire Akamai. In this post, I will evaluate the aftermath of an AT&T acquisition. There is going to be a clash of cultures. Akamai employees, an innovative bunch
Rumors: AT&T acquires Akamai
According to Seeking Alpha, there are rumors flying around that AT&T might acquire Akamai. AT&T is the largest telco in the US with annual revenues of $127B, a net income of $7.2B, and a market cap of $180B. Akamai generates
Cool Startup: Instart Logic
Instart Logic, based in the Valley, went live in late 2011 and has landed $17M in funding from high-profile VCs Andreessen Horowitz and Greylock Partners. Its three founders being from Aster Data and Google, they understand big data and big
Fastly Enters The Streaming Business
Fastly, the cool startup from the Valley, has decided to throw in the towel and get into the streaming business. This is a big move for a CDN to take, especially one coming from delivering small files such as images,
Cool Company: Fastly
Fastly, a next-generation CDN, started in early 2011 and has raised $14M+ in funds. They have grown incredibly fast in such a short period of time. Of all the CDNs that are three years old or younger, this is my
CloudFlare Lands $50M Round
CloudFlare, based in San Francisco CA, started in 2009 and has 70 employees. They raised $50M in Series C exactly one year ago. That brings the total raised to $72M. For an up-and-coming CDN, that’s a lot of cash. They
The Colliding World of CDN and Broadcast
The CDN and Broadcast Industry collided in 2013. Akamai, the largest pure-play CDN battled with Level 3, a leading Telco CDN with broadcast assets. In 2014, Verizon joins the fight with its recent acquisition. Now, there are two major Telco
Cool Startup: Incapsula
Incapsula, based in Redwood Shores, started in 2008 and currently has about 30 employees. It looks like their privately funded for now. They offer cloud based security services and website acceleration to small and medium size businesses, once the domain
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