Exploring trends in CDN and web infrastructure.
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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
Cloudflare vs Fastly: The Future of CDN Edge Computing
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
Zero Trust Networking Startups: Perimeter 81 and Elisity
Cloud-based, zero-trust access and networking is the hottest trend in the security industry. The pure-plays in this segment are seriously challenging incumbent providers with a modern approach to securing the network, users, applications, and devices with a user-identity and device-identity
CDN Industry Buzz for Q3 – 2020
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 Enters The CDN Market
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
Spell MLOps Platform Automates AI Experiment Reproduction
Spell, a NY-based startup has developed an innovative MLOps (machine learning operations) platform for the SMB market. Organizations can run ML experiments and workloads cost-effectively using features that fully automate the entire process. The platform leverages the latest in GPU
Effx Helps Track and Monitor Microservices
Effx, the San Francisco startup has emerged from stealth mode, raising an impressive $3.9M seed round to fuel the expansion of its team and platform features. The Effx platform tracks and monitors services and dependencies, via a single pane of
Zycada Introduces CDN Orchestrator, Optimization Bots, and More
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
Cool Startup: MayaData
MayaData, the San Jose startup is becoming a force in the Kubernetes industry. And the timing is perfect, in that Rancher Labs, another startup focused on Kubernetes just got acquired by SUSE for $600M-$700M. The transaction is good news for
Kubernetes Tools: Keptn, Keda, Kudo, Kuma, and Volcano
Kubernetes has become the standard for deploying and managing containerized workloads. It’s simple to work with when workloads are basic and complex when multiple clusters and multiple regions are required. Add Istio to the mix, and complexity reaches a new
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Volterra Builds Application Delivery Network on Private Global Network