Exploring trends in CDN and web infrastructure.
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Who is the Most Important CDN in the Ecosystem
Who is the most important CDN in the ecosystem? It’s not Akamai, and it’s not CloudFlare. Akamai is too big and too dominant. They operate in their own private ecosystem. Akamai’s only competition is itself. When Akamai’s makes a profound
Cool Startup: Fortscale
Fortscale, based in Tel Aviv, was started by Idan Tendler and Dr. Yona Hollander. They have raised $5M in funding, and are adding staff at a rapid pace. Fortscale is a new type of cyber security company, that incorporates artificial
Who is Akamai’s Next Acquisition
Akamai recently raised $600M in a bond offering. They have $1B in cash, sitting in the bank. In 2013, Akamai recorded $1.57B in annual revenue. Prolexic adds about $60M in annual revenue to Akamai’s top line. In 2020, Akamai wants
Cool Startup: Aorato
Aorato, based in New York, was founded in 2012 and has raised $10M in funding. It currently has a dozen employees and counting. Aorato came out of stealth mode in January, and offers a new type of advance firewall that
Experienced My First DDoS Attack
Something interesting happened yesterday, while writing about cyber security and CDNs, I experienced my first DDoS attack, that hit two service providers, whose plug-ins I use for my WordPress website. I currently host my WordPress site on WPEngine, the best
Cool Startup: Cybereason
Cybereason, based in Cambridge MA, has raised $4.6M in funding. It was founded by Lior Div, who previously lead a unit within the prestigious Unit 8200 of the Israeli Intelligence Corp. Unit 8200 is the Isreali equivalent of the NSA.
Palo Alto Networks vs Akamai
Akamai raised $600M in a private offering, and now has $1B of cash on its balance sheet. Aaron Shwartz, from Jeffries & Co., estimates that Akamai’s security revenue could hit $200M in 2015, and that “Akamai set internal goals of
CloudFlare Joins Akamai and Incapsula
CloudFlare rocks. Their decision to acquire StoptheHacker.com is a brilliant move. The acquisition catapults CloudFlare out of the CDN silo, and into the ecosystem of the cloud security industry. The next step for CloudFlare is to integrate the malware scanning
Next Generation Firewall vs CDN Cloud Security
The next battle in the CDN industry is taking place now. The cloud security industry and CDN market are collapsing. Akamai and Imperva are at the forefront of this change. The era of the next generation firewall appliance is becoming
The Year of Limelight Networks
2014 is going to be the most critical year ever for Limelight Networks (LLNW). In 2013, Akamai’s revenue grew 15% year-over-year. EdgeCast Networks (#2 CDN) had similar growth, if not better. Akamai and EdgeCast are likely to grow at the
Comcast’s Internal CDN
In January 2012, Comcast started building an internal CDN. In November 2012, the CDN was fully deployed. It took 5 engineers, eleven months to build Comcast’s Internal CDN from scratch, using open source software, on commodity hardware. The Comcast team
The Era of the Security-based CDN
Incapsula and Akamai are changing the CDN landscape. In two years, the primary growth engine for CDNs will be their security offering. Incapsula, the security based CDN that is now part of Imperva, is focused on serving the SMB market.
The Limelight Effect
The overall CDN market is improving, with Akamai and Limelight leading the way. Akamai is killing it, while Limelight is making great progress. Limelight is more representative of the CDN startup industry. Its valuation impacts the entire CDN startup ecosystem.
Latest News on Limelight Networks
Limelight Networks (LLNW), the #3 CDN, has seen its stock price rise steadily over the last week or so, closing at $2.27 per share. While that’s not Akamai type growth, it’s progress nonetheless, especially when considering the price per share
Akamai Snapshot from 1999 to 2014
Akamai stock is worth $11B today. Two weeks ago, it was worth $8B. Industry analyst estimate that Akamai owns about 60% to 80% of the CDN market share based on sales. However, if you base market share on the penetration
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