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
Render, the previous winner of the TechCrunch Disrupt Startup Battlefield, and Fly.io are our top picks for startups of the year in 2022. After looking at several startups, they stood out for two reasons: 1) their business model is the
In this quarter, there have been no industry-impacting events. However, it’s still early. The two top surprises involve Bunny.net and the maturing serverless market report. Bunny.net, the European CDN startup, has raised $6 million in Series A funding. Dejan Pelzel
The JavaScript Runtime Engine ecosystem is expanding with the induction of Deno and Oven, two startups building an innovative runtime and toolset. The best part of this story is the ongoing debate among developers, which started when Oven claimed their
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
Subspace (not to be confused with Subspace Labs), the once-promising CDN startup, closed on May 13, 2022. It joins the ranks of EdgeGravity and Instart Logic as promising ventures that fizzled out. It’s unfortunate because dozens of employees lost their
It’s been a few years since our last CDN Ecosystem diagram was published. Its purpose is to illustrate the competitive landscape of our complex, highly interconnected ecosystem. After all, what is the CDN, if not a mini-AWS model that provides
Last week, the public CDNs announced earnings, and the overall market reaction was brutal. Although some exceeded expectations, the gloomy economy was to blame. External forces like inflation, fears of a recession, war, and supply chain issues impacted the industry.
Akamai continues to lead our market in revenue, the number of enterprise customers, network capacity, PoPs, server count, headcount, acquisitions, etc. Although its narrow focus on the CDN industry helped it dominate the market, it also missed the chance to
Suddenly, Limelight Networks is the most exciting CDN in our entire ecosystem for the first time in years. How did they manage to pull this off? Two strategic acquisitions have enabled the company to transform itself and impact the industry.
