Akamai, the worldwide leader in CDN services, has just announced its acquisition of StackPath’s CDN business. We find ourselves slightly surprised, as we had predicted Akamai’s acquisition of StackPath just three days ago. The rapid occurrence of an event of
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
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,
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
Edge computing is taking the world by storm. Although the term means different things to different industries, when used in the context of a CDN, it has a very specific meaning. Edge computing is a set of AWS-like capabilities invented
The Fastly IPO was a success for the entire industry. Fastly, along with Cloudflare, StackPath, and Limelight Networks are leading the efforts in edge computing innovation, providing developers the capabilities to build, deploy, and run apps at the edge. From
Tomorrow Fastly will go public breaking a 12-year dry spell for a CDN IPO. Limelight Networks went public in June 2007, nearly 1 year after AWSÂ officially launched with S3, SQS, and EC2 in March 2006. The good news for Fastly,
Due to popular demand, we’re continuing with this series, publishing it quarterly. During our research efforts, we sometimes run into some interesting developments. When something happens to a startup in the CDN industry, we want to know about it, what
Earlier this week, StackPath announced StackPath EdgeEngine, a new serverless computing service designed to allow developers to run code at the edge without the need for a server, virtual machine or container. “The edge is the new frontier in cloud
In the race to go public, who will go first – Cloudflare, Fastly or StackPath? The CDN industry has been in a dry spell for 11 years and counting. Akamai went public in 1999, nearly 20 years ago. Their shares
Lance Crosby’s security start-up StackPath is proving to be wildly profitable. Since they launched in July 2016, it has possessed the attributes more commonly associated with a veteran firm: 1M customers, 275 employees and $150M in investor funding at its
Highwinds is no more. StackPath has just acquired Highwinds for an undisclosed amount. This was a brilliant move on Lance Crosby’s (CEO) part. StackPath has many things going for it – including a top notch caching platform, security suite, engineering
There was a lot of industry rumors that StackPath’s business model wouldn’t pan out because buying individual startups that provide CDN, DDoS Mitigation and WAF functionality, all while integrating them together, was a losing proposition. We were even skeptical on
With the continued threat of cyber crimes together with an increasing demand for cloud services, there is expected significant growth in the cloud security market. According to IDC, cloud security accounts for 50% as an area of immense growth in
