Cloudflare IPO’d in September 2019. That was a special day for the industry as we now have four public CDNs to compare and contrast. We refer to them as a CDN because that is their origin. But in reality, they
Fastly has come a long way since its IPO in May 2019. In 2021, they generated $354M, employed +1,000 people, and hired a CFO, CRO, CMO, and CPO. The CPO worked at Google for several years in global networking, a
After an 18-month hiatus, we’re back in business. A lot has happened in that time. Eighteen months ago, Fastly’s stock was ~$94 per share, Cloudflare’s was ~$39, and Akamai’s top brass was making bold statements on its earning call about
Volterra, the three-year-old startup is one of the most interesting startups we’ve come across lately. Their business model is quite unique and its software stack extensive. The startup doesn’t fit neatly into one particular category or sector, but rather they
Years ago, it was Oracle vs Microsoft, Qwest vs MCI, and Akamai vs Limelight, the few of the many rivalries that entertained us. Today, it’s Cloudflare vs Fastly. Although both are civil towards each other in the public eye, make
The CDN industry continues to thrive, not only for publicly traded vendors but also for startups. In the last few weeks, there have been several interesting developments. We’ll summarize the latest industry updates, rumors, and observations below. First, let’s start
HAProxy Technologies, the company behind the most popular open-source load balancer HAProxy just got into the CDN business. In doing so, they’ve done something that Nginx (F5) and Varnish Software declined to do. HAProxy refers to its CDN as an
Zycada Networks is the latest startup in the CDN ecosystem to emerge from stealth mode. They provide CDN features although they’re not a CDN, at least today. The startup is focused on eCommerce and offers five products, which is somewhat
We’re midway through Q2-2020 and industry activity is at an all-time high. We’ll summarize the latest market developments starting with Cedexis, then follow up with Edge Gravity, Subspace (new CDN), and more. Is Citrix Shutting Down Cedexis Rumors have been
Instart, once a product innovation leader in the CDN industry has been acquired. Their website states “Instart is in the process of transitioning our technology and customers to an industry‑leading platform”. Read between the lines and there are two takeaways.
Just what the market needed, another WAN product. Today, there are 30+ vendors providing SD-WAN solutions. Some are well-funded startups like CloudGenix, while others merely point products from the giants like Cisco and VMWare. Within this group, there are differences
According to various reports, Russian police have raided the Moscow office of Nginx, arresting, detaining, and interrogating the co-founders of the company, then releasing them. Nginx is a popular software used by hundreds of millions of websites and infrastructure companies
This month, we’re celebrating our 6th year anniversary of reporting on the CDN industry and 12 years of working in it. It’s been quite a ride. When we first started, the CDN industry was boring because there was very little
Limelight Networks has officially launched its edge computing product line. It joins Cloudflare, Fastly, StackPath, and CenturyLink in this new segment. In our industry, edge computing is defined as having the capabilities to ingest, process, store, and deliver data from
