Exploring trends in CDN and web infrastructure.
Latest Stories
Fly.io is the First CDN for Docker Containers
Fly.io is a CDN startup that has been flying under the radar for some time. Founded in 2016, they’ve raised $37M in Series A and B. The team consists of engineers, and one product manager, with no marketing or sales,
CDN Quarterly Report for Q2 2022
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
Fastly Slows Down In Second Quarter
Fastly reported earnings on August 3, 2022, and results were lukewarm. Total revenue for the year will come in at $415M to $425M, up from $354M in 2021. Fastly had 2,894 customers for the quarter, compared to 2,880 in Q1.
Akamai’s Compute Upside Is Unprecedented
Akamai announced earnings on August 9, 2022, with mixed results. The company grew 6% y-o-y in Q2-2022; the culprit affecting growth was Delivery revenue. However, it’s noticeable one product group is taking off. The real story is Compute, which grew
Cloudflare Delivers In Turbulent Economy
Cloudflare reported earnings on August 5, 2022, and the results were impressive. They are a billion-dollar ARR company, the second vendor to reach this milestone in our industry apart from Akamai. Cloudflare has set the bar high for itself and
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
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