Is the CDN industry experiencing a shakeout? Let’s take a deeper look, starting with the macroeconomic overview and then the micro. Global Overview There are several economies in the world that are struggling. China, once the largest US trading partner and
Qwilt was born between the inception of Cloudflare and Fastly. Instead of becoming a traditional CDN, they opted to become a CDN for service providers, also known as network operators. They have some indirect competition from the likes of Akamai,
We’re publishing our first industry report after a three-year hiatus. The report explores three industry-impacting trends of the last decade, two of which are still in play. The fate of the CDN industry and AWS are intertwined, the yin and
Fly.io is a CDN startup that has been flying under the radar for some time. Founded in 2016, they’ve raised $37M in Series A and B. The team consists of engineers, and one product manager, with no marketing or sales,
Beginning this quarter, we’ll publish a summary of the state of the CDN industry. The goal is to review specific topics and themes of the last quarter. Discussions around earnings, trends, market challenges, new product innovations, and industry competitiveness are
Fastly reported earnings on August 3, 2022, and results were lukewarm. Total revenue for the year will come in at $415M to $425M, up from $354M in 2021. Fastly had 2,894 customers for the quarter, compared to 2,880 in Q1.
Akamai announced earnings on August 9, 2022, with mixed results. The company grew 6% y-o-y in Q2-2022; the culprit affecting growth was Delivery revenue. However, it’s noticeable one product group is taking off. The real story is Compute, which grew
Cloudflare reported earnings on August 5, 2022, and the results were impressive. They are a billion-dollar ARR company, the second vendor to reach this milestone in our industry apart from Akamai. Cloudflare has set the bar high for itself and
Edgio, the new power player in the CDN industry, reported earnings on August 8, 2022. Once fierce rivals, Limelight and EdgeCast have come together to reshape the competitive landscape. It’s the first time they are reporting combined earnings, so it’ll
