Netflix has invested tens of millions of dollars in building out its CDN infrastructure, if not hundreds of millions of dollars. According to StreamingMedia.com, prior to their CDN build-out, Netflix customers never had any streaming issues. Once Netflix built their
In one corner you got Netflix, Level 3 and Cogent. In the other corner you have AT&T, Verizon and Comcast. The fight is getting nastier, and also more entertaining. Reed Hastings is the man. He speaks his mind, and goes
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.
Akamai has been on a stride lately, its stock price is in the forties, it’s market cap is $8B+, and it just acquired Prolexic. The acquisition will provide an extra few hundred million in revenue, and separate it from other
Seeking Alpha reported that the rumors of a possible acquisition by AT&T were driving up Akamai’s stock price. In such a situation, the rumor could have very well been started by a bored teenager in Australia. Regardless, let’s assess the
In my previous post, I addressed the rumor of why AT&T won’t acquire Akamai. In this post, I will evaluate the aftermath of an AT&T acquisition. There is going to be a clash of cultures. Akamai employees, an innovative bunch
According to Seeking Alpha, there are rumors flying around that AT&T might acquire Akamai. AT&T is the largest telco in the US with annual revenues of $127B, a net income of $7.2B, and a market cap of $180B. Akamai generates
