Exploring trends in CDN and web infrastructure.
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Palo Alto Networks Would Be Incredibly Dangerous If It Built or Bought a CDN
Palo Alto Networks (PAN) has come a long way over the last year. Today, PAN is almost as valuable as Juniper + Fortinet combined, or more valuable than Fortinet + FireEye combined. In the Quarter- ending April 2015, PAN recorded
Can Netflix Expand Its Dominance To International Markets
Some people see Netflix as an HBO, Comcast or Lions Gate; in other words traditional entertainment. Others view Netflix as an Uber, WhatsApp, Airbnb or Facebook; an extremely disruptive business that has surpassed all imagination. Categorizing Netflix in the proper
Can Netflix Eclipse Comcast Market Valuation by 2020
Let’s ask the crazy question – Can Netflix surpass Comcast in market valuation in the next five years? First, let’s dive into a recent study by MTM, a London based consultancy catering to the who’s who in media. The study
CDNs, Rev Up Your Engines, Charter Offers Free Peering to Netflix and Others
Netflix has not only built its own powerful, highly scalable global Content Delivery Network, but they’ve also built an incredibly powerful political machine that is able to influence public opinion, the FCC, and the competition. Comcast, the $160B+ cable company
Deep Dive – Comcast CDN Architecture
Back in April 2014, Comcast Chief CDN Engineer, Jan van Doorn presented “Comcast CDN Architecture”. Comcast is likely the only Cable Operator in the world to have built its own CDN platform from scratch with open source software. Apache Traffic
Adobe FMS Is a Liability to the CDN
Adobe FMS has been a good friend to the CDN Community for many years. Back in the day, being able to offer RTMP streaming was a good thing, and CDNs charged a per GB premium for it. Hard to believe,
Google Enters Cloud Security Market – Major Ecosystem Shift
The rumor is “Google plans to invest $100M” in CrowdStrike, which essentially locks up the startup for a later acquisition. If the investment materializes, it will mark a major shift in the overall cyber security business model. Back in April,
Business Models – Masergy, Level 3 and Aryaka Networks
Masergy Communications is shaking up the traditional network market, as it introduces an NFV solution that’s a first of its kind; enterprises now have the ability to download virtualized router + firewall functionality through on online store. The new product
Why Doesn’t Akamai Acquire Encoding.com
When encoding.com first started in the business, they got some good traction early on by signing up companies like Netflix, Redbull and Viacom. Their platform has always been ahead of its time. In the early days, encoding.com was the default
The Maturing CyberSecurity CDN Ecosystem
It’s been an interesting year for the CyberSecurity CDN business model, as new companies enter the space with their DDoS or DDoS+WAF security offering. There are a dozen CDNs providing this feature, and the number is growing every other month.
Transformation of Wowza Media Systems
Wowza Media Systems has come a long way in the last decade. Before Wowza, Adobe FMS was the dominant streaming server product in the CDN infrastructure. Adobe was in a sweet spot, because they had a lock on the CDN
Netscout Is Acquiring Arbor Networks
Arbor Networks, one of the leaders in the DDoS Mitigation industry is in the process of being acquired by NetScout. The deal is set to close by mid-July. The DDoS Mitigation business continues to change for the better. Akamai acquired
Level 3 Acquires Black Lotus
Black Lotus, the pure-play DDoS Mitigation Company has been acquired by Level 3 for an undisclosed amount. These two companies are the perfect match for each other, and the timing impeccable. In one respect, we can blame Akamai for this
CDN VC Funding Snapshot – July 2015
Venture Capital funding continues to flow into the CDN Ecosystem at a healthy pace. Distil Networks just raised $21M in Series B, bringing its total to $38M; Qwilt raised $25M in Series D, bringing its total to $67.1M. The twelve
CDN Ecosystem Diagram v18
Bizety is presenting the latest CDN Ecosystem diagram, and this version is a complete re-arrangement of the previous one. The diagram reflects the latest changes; EdgeCast is no more, as it is now Verizon, and the RAN based CDNs continue
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