The competitive landscape has shifted significantly in the last week with the introduction of Google CDN. The severity of the threat that Google CDN poses to Akamai and some Pure-play CDNs is of nightmare proportions. In this brief, we’ll discuss
M=Market Cap and S=2015 revenues In the early 1900’s, the business pioneers that changed the world were Henry Ford, Andrew Carnegie, JP Morgan, Cornelius Vanderbilt and John D. Rockefeller. In the early 2000’s, their equivalent is The Mighty GAFAN+M Clan,
An Oppenheimer analyst stated that “Akamai would be a viable acquisition target for Microsoft as it looks to compete with AWS in the public cloud space.” One thing is for sure, if this were to happen, the excitement factor in
The last few days have been really interesting watching Amazon get all this love from the media, investors and practically the whole world. The latest one to fall in love is Mr. Morgan Stanley himself, smitten by stunning beauty of
Sometimes the research results get interesting when conducting analysis on various metrics in the industry. Over the last few months, we’ve been talking about the big bad wolf called GAFAN+M. Shockingly, the market valuation for the GAFAN+M jumped about $500B
We’re starting a new blog post series called “The Ugly Truth”, and the purpose of each post is to ask and answer the most difficult question pertaining to our industry. The question is carefully selected, and it reflects the question
Akamai is in the appliance business now, since Bloxx offers security products in the form of Hardware, Hybrid Cloud and Virtual. This acquisition ranks as one of the best Akamai has ever done, because it opens up a pandora’s box
For the last few months now, we’ve been tracking the total market cap for GAFAN (Google, Apple, Facebook, Amazon, Netflix) – who are the largest Internet companies in their respective industries. From July 2015 to October 2015, GAFAN’s total market
At one time, the market for technical appliances such as firewalls, Application Delivery Controllers, Load Balancers and DDoS Mitigation hardware was the “in” thing to do, and many folks made a great living at it. Unfortunately, all highly profitable business
Finally, after all this time Amazon has finally thrown its gloves into the security ring, introducing the AWS WAF and Amazon Inspector. The AWS WAF is the best feature Amazon has rolled out in years, with the last one being
Back in early 2013, the COO of VMWare once said the following about Amazon “I find it really hard to believe that we cannot collectively beat a company that sells books”. Well, it wasn’t a happy ending for the COO
Please make sure you sign up for our weekly newsletter. In this newsletter, we continue with Part 2, and discuss how CDNs can counter the threat posed by an Amazon DDoS Mitigation offering that spans 24 scrubbing centers, 12Tbps of
Here she comes, Amazon is going to bring fury to the DDoS Mitigation market, and turn it upside down. By default, since Akamai is one of the largest providers in the world of DDoS protection, they will feel first impact.
The writing is on the wall, the DDoS Mitigation Market is about to be turned upside down. Some players will go out of business, and others will morph into new hybrids. That’s unfortunate, because Forrester just published an awesome guide
Here’s CDN Ecosystem diagram version 19, which reflects the latest updates within our industry. The diagram is a pictorial representation of the industry players and where they sit in relation to one another. Although the industry is highly competitive, no
