Exploring trends in CDN and web infrastructure.
The Edgio Era Begins
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
The Tragic Conclusion of CDN Startup Subspace
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
Cool Startup Profile: Cequence Security
Cequence Security was founded in 2014 by Ameya Talwakar and Shreyans Mehta, both of who worked at Symantec for a decade-plus. The company started in bot protection, describing itself as an Application Security Platform that automated application discovery, threat detection,
Cool Startup Profile: Traceable AI
Traceable AI was founded in 2018 by Jyoti Bansal and Sanjay Nagaraj; the startup raised $60M in Series B and $79M in total, valuing them at $450M in May 2022. The most impressive part of all this is the founder,
Cool Startup Profile: Noname Security
Noname Security was started in 2020 by Oz Golan and Shay Levi. As the story goes, when the founders were required to write down a company name on a legal document, they wrote Noname because they had no name at
Startup Profile: Salt Security
Salt Security, founded in 2016 by Roey Eliyahu and Michael Nicosia, is the leading API security startup in our lineup. In February 2022, the company raised $140M in Series D, $270M in total, and hit the unicorn milestone at $1.4
API Security Market Overview
The startup API security market is coming into its own. Although this niche is relatively young, startups have raised hundreds of millions, and a couple has reached unicorn status. But, of course, we’re describing the pure plays, not the CDNs.
CDN Ecosystem in Q1 2022
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
CDN Industry Buzz for Q2 – 2022
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 Snapshot in 2022
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
Limelight’s Transformation Journey Begins
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 Snapshot in 2022
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’s Next Big Move
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
CDN Industry Snapshot in 2022
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 Builds Application Delivery Network on Private Global Network
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
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