The ripple effects caused from the Chase incident have just begun. The fallout is massive, and for the first time in history, it seems the US financial system responsible for transacting trillions of dollars per year is vulnerable. The entire
Now with Prolexic acquisition behind them, Akamai is ready to embark on its next one. With $1B cash on the books, Akamai can afford to buy a few companies within a short period of time. Some acquisitions seem like no
As mentioned in the earlier post, the video streaming feature set for the Content Delivery Network is a nice to have feature, but it is also a requirement for the CDN. Being able to ingest video, store it, transcode it
Today, a once in a lifetime opportunity has presented itself to Akamai. It might disappear in a few weeks. Akamai has $1B of cash in the bank, and a stated revenue milestone of $5B by 2020. That’s a significant increase
Wall Street is punishing the information security sector right now. Investors are heading for the exits, running away from FireEye and Imperva. Imperva is down 43% today on the news that they will miss quarterly revenues by $4.5M, when they
Palo Alto Networks (PAN), the founder and leader of the next generation firewall appliance is growing up fast. It graduated from the hardware appliance market a while back when they introduced the Wildfire, a cloud based service for mitigating APT,
Incapsula, the CDN that’s now part of Imperva, introduced a new CDN business model that’s going to change the CDN ecosystem. The CDN industry is very feature driven, as soon as one CDN develops a new feature, all other CDNs
Recently in the news, an extremely successful ecommerce company was notified by Discover, that abnormal credit card activity traced back to their company. Being who they were , I decided to investigate the incident more in depth, and get the
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
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
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
Imperva, the pure-play security company, has agreed in principal to acquire Incapsula, the leading Security based CDN. Incapsula is different. Most CDNs in the ecosystem offer security as a subset of CDN services, whereas Incapsula offers CDN services as a
Akamai Akamai knocked it out of the ball park today. They exceeded expectations and their stock price jumped 20% . For a company the size of Akamai, especially a CDN, this is a rarity. In one day they surpassed the
Instart Logic & Incapsula are two super cool CDN startups. They have a lot of potential. Instart Logic is the candidate that is most likely to be acquired in the short term, earning good returns for its employees, and backers.
