Exploring trends in CDN and web infrastructure.
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Part 2: Rackspace vs Google, Amazon and Microsoft
Rackspace offers a robust suite of cloud services, including compute, storage, application and database hosting, load balancing, Colo, DNS, and a few more. They offer some of the products that Amazon and Microsoft offer, and all of the products that
Part 1: Rackspace vs Google, Amazon and Microsoft
Once upon a time, Rackspace was the leader in hosting and manage services. In 2013, they earned $1.53B in revenue, up from $1.3B in 2012, and $1B in 2011. Regardless of their revenue growth, Rackspace stock sank almost 50% in
CDN Architecture: High Performance POP
Although Akamai, Fastly, EdgeCast and Limelight are bitter enemies that hate to lose to each other, they all have one common enemy, hardware obsolescence. Akamai might be the fastest content delivery network today, but that doesn’t mean it will be
Cool Startup: FireLayers
FireLayers, an Israeli security company based in San Francisco started in 2013, and is looking to change the game of securing cloud applications like Saleforce, Workday, MS Office 365, Box, NetSuite and Workday. The company was founded by Yair Grindlinger
Akamai vs Instart Logic
Instart Logic, armed with $43M in VC funding is on a collision course with Akamai in three areas: eCommerce, dynamic content acceleration and mobile content delivery. Overall, Akamai is at war with fifteen US based CDNs, and a host of
The Next Phase of Instart Logic
Instart Logic, one of the most innovative startups in the Content Delivery Network Ecosystem has just raised $26M in Series C, bringing its total to $43M. For a CDN, that’s a massive amount. The last time I talked to Manav
2014 US CDN Annual Revenue Estimates
There are approximately seventeen US based content delivery networks in the bizety CDN Ecosystem diagram. The annual revenues for Akamai and Limelight Networks are public information. The revenues for the remaining CDNs are guesstimates. Based on the information below the
Akamai 1st Mile to Last Mile Packet Security
Below is a high level CDN concept that I refer to as the Akamai End-to-End Packet Security Flow. Its named after Akamai because they’re the only CDN that can afford to do it. The concept has four main pieces: Akamai
Part 3, What’s Next for Akamai
In 2012, Paul Sagan, former CEO of Akamai, set a $5B revenue milestone for 2020 that was a five-fold increase to the current annual revenue stream. A few months afterwards, he retires, silently telling himself “see ya Tom”. Tom Lieghton
Part 2, What’s Next for Akamai
Akamai has 100% penetration into the Fortune 1000, or very close to it. In addition, they have 100 of the top banks, government agencies, the largest media companies in the world, and so on. If you break down Akamai’s annual
Part 1, What’s Next for Akamai
Akamai had a phenomenal Q1, reporting 23% growth and revenues of $454M. It’s phenomenal in the sense that Akamai grew revenue by this much being a CDN in the CDN industry, where the industry is small, established, has a little
The Multi-CDN Strategy
The multi-CDN strategy has been in play for only a few years. Seven years ago, very few companies used dual CDNs. I rarely encountered high Alexa ranked websites using two or more CDNs, and that includes Tumblr and LinkedIn. That
Watch out Akamai, Here Comes Incapsula
Watch out Akamai, here comes the CyberSecurity CDN Leader Incapsula. Incapsula is doubling their POP count to 30, end-of-year. In the CDN business, the 30 POP count is the ideal number. Not only does adequately cover all major regions of
Recap of Limelight Networks Earnings for Q1 2014
During the earnings call with investors, Limelight Networks (LLNW) reported $41.2M in revenue for Q1 of 2014, and loss from operations of $7.6M. Netflix represented $4.9M of that revenue. At one time in the past, Netflix represented 40% of LLNW’s
Instart Logic vs CDNify Business Model
Recently, CDNify, a pure-play CDN based in the UK decided to abandon the CDN-in-a-box solution from OnApp. One of CDNify’s challenges with OnApp revolved around POP responsiveness, in that some POPs were not as responsive as others. For a CDN,
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