Exploring trends in CDN and web infrastructure.
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Cool Startup: Wowza Media Systems
Wowza Media Sytems, based in Evergreen Colorado, was started in 2005 by David Stubenvoll and Charlie Good. In the beginning, Wowza started off as a video blog, but then the two co-founders saw an opportunity to develop a product for
Netflix vs AT&T and Verizon
On one side of Net Neutrality is Netflix. On the other side is AT&T and Verizon. Netflix has an extremely powerful foe in these two companies. In 2013, AT&T and Verizon generated $20B in profits, and have 230M wireless customers.
Nginx Pricing Model: Part 2
Nginx is on a quest to find the perfect pricing model. If they price too high, prospects turn elsewhere, if it’s too low, Nginx leaves money on the table, that comes in very handy for a startup. At first glance,
Nginx Pricing Model: Part 1
Nginx, the young startup with a dozen employees is on mission to become the next Red Hat. It’s in the midst of creating a robust business model, sales model, value proposition, and pricing strategy. As a young company, Nginx is
CloudFlare Business Model
CloudFlare, the successful CDN valued at $1B, has a lot of good things going for it, including 1.5M customers. They are the #1 CDN based on customer count. They handle 5% of the Internet traffic, and continue to grow like
Cool Startup: Nginx
Nginx, based in San Francisco CA, started in 2002 and has raised $13M in funding. They currently have 15 employees, with plans to grow to 50, by the end of 2014. Nginx develops open source web server & caching software,
Update on the State of Limelight
Limelight Networks (LLNW) hit a home run on its earnings call. Although 4th quarter revenue was down 9% from last year, their cost structure is improving. Looking ahead in 2014, Limelight has two forces working against it. First, Netflix is
Recap on Limelight’s 2013 Results
Limelight seems to be turning the corner. It’s stock price rose about 20% after the earnings call. To sum it up, Limelight hit a home run in the 4th quarter, whereas, Akamai hit a grand slam. Below are some of
CDN Product Roadmap: High Performance Packet Capture
This is the first part of my product roadmap series for CDNs. I’ll evaluate products being used inside and outside the CDN market, and discuss creative ways in which CDNs may incorporate them into their infrastructure to improve security and
Akamai Should Acquire Imperva
Akamai’s stock is running wild right now, going through the roof. Revenues are up, and Akamai continues to dominate the CDN ecosystem. Akamai added $2B in valuation over a 1 week period, not too shabby. Akamai has set a milestone
Update on Incapsula
It looks like Imperva plans on letting Incapsula run as an independent entity for the time being. I think its a good move, just like Verizon’s decision on letting EdgeCast operate independently for now. Why ruin a good thing, especially
Prediction Comes True for Kaltura
On January 7, 2014, I predicted that Kaltura would raise a monster round within the next 60 days. Low and behold, they raise $47M thirty five days later. In total, Kaltura has raised $115M, and joins the elite group of
Fastly and Apple CDN
According to many pundits in the tech world, Apple is building an internal CDN. The caching software is one of the key components of a CDN platform, and also one of the more complex when building a CDN. Implementing BGP
Update on Fastly
Fastly, the startup CDN is having great success in winning over popular Internet brands. It’s actually quite surprising, as I didn’t expect them to do so well so quickly. Check out some of their key wins: Disqus, Etsy, Twitter, Yammer,
Limelight’s Media Delivery Services
Limelight Networks is reporting earnings on February 13, with expected EPS of -$.01. Regardless of the outcome, one of the areas that Limelight needs to grow is it’s media delivery business. Limelight has been delivering media for more than decade,
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