The CDN industry has taken a turn for the dramatic, as Fastly raised a monster VC round bringing its total to $130M. Today, Fastly is the #1 CDN in terms of money raised, followed by Aryaka Networks and Instart Logic.
Let’s put a check mark next to Apple, as they join Google in their quest to control the wireless last mile. According to Business Insider, Apple is in talks with carriers to launch an MVNO (mobile virtual network operator) in
Akamai is the 800 pound gorilla in the land of giants. The global content delivery ecosystem is too vital for any one company to dominate. Just a few years back, none of these giants had a CDN. Eventually, they came
According to StreamingMedia, HEVC Advance, a new group that formed a patent pool for licensing HEVC technology, plans on charging something to the effect of 0.5% of gross revenue for HEVC usage, that is retroactive “to the date of first
Although Apple’s market cap dropped $37B from late April to late July, the GAFAN (Google, Apple, Facebook, Amazon, Netflix) Mafia continues to grow like gangbusters, adding a cool ~$150B in valuation in the past three months. Their total combined market
Netflix and Amazon have a very complicated relationship. It’s a marriage of economic convenience, with lots of love and hate thrown in there. Jeff Bezos and Reed Hasting are the stuff of legends, but how long will this friendship last?
The Internet has been torn asunder at the news of Verizon buying AOL. The PR machines are on overdrive trying to figure out the reason “why Verizon acquired AOL”. There are dozens of theories on “why the acquisition” and most
Akamai and Amazon are similar in a few ways. Akamai dominates the CDN industry with about 53% market share. Amazon Web Services dominates the cloud industry with 30% market share. Each has three fierce competitors. Also, Akamai has a CDN
Denis O’Brien, the billionaire owner of Digicel, a Caribbean Mobile Operator with 13M customers, recently stated that “Mark Zuckerberg is like the guy who comes to your party and drinks your champagne, and kisses your girls, and doesn’t bring anything”. We disagree
Technology innovation in the wireline and wireless industry is experiencing unprecedented growth. In a few years, Gbps connectivity to the last mile eyeball networks (US wireline & wireless) will become the norm. Everyone and everything that participates in the Content
Is Amazon really gunning for Akamai? According to an Oppenheimer analyst, possibly. Akamai’s stock price has been trending upward for the last week, and its stock price closed at $71/share on Friday, valuing them at $12.7B. At the other end,
Network Operators of the world, here comes Netflix and Amazon, to a city near you. For the Network Operator delivering video content in their respective geographies, things just took a turn for the dramatic. Let’s assess the challenges awaiting the
When Amazon came out with CloudFront, many in CDN industry were nervous, including Akamai. It was the unknown that we feared, because CloudFront brought a whole new low-cost structure into the picture. The impact was immediate, and pricing for CDN
Amazon is what may be referred to as “co-opetition”, in that they cooperate with their vendors and customers at first, then they build competing business models. Akamai was their primary CDN at one time, and then they started CloudFront. Netflix
Every CDN has one overriding goal in common, and that is to change the world through technology. It’s also interesting to note that every CDN has a different approach to solving the same challenges when it comes to site performance,
