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

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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.

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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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2022 CDN Trends Report

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