Dynamic Business Model and Feature Set

Dynamic CDN Feature Set Development A few years ago, the development of a strategic feature like DSA or FEO  would have taken 12-24 months to go from concept to roll out. CDNs were slow to innovate, and they had the

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Why FireEye Acquiring a CDN Makes Sense

Palo Alto Networks (PANW) and FireEye are fierce competitors, especially when it comes to winning the hearts and minds of Wall Street. PANW is on Fire, even more so than FireEye. Twelve months ago, to the exact day, PANW stock

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CDN Feature Set Continues to Evolve

The CDN feature set continues to evolve as new CDNs entering the ecosystem continue to push the envelope in feature set innovation. Features that were once the domain of the traditional security appliance are now finding there way into the

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Innovation vs Commoditization: Limelight Networks

Limelight Networks (LLNW) is reporting earnings on Nov 10, 2014. Over the last four quarters, LLNW has reported the following figures, starting June 30, 2014 and ending Sept 30, 2013: $41M, $41M, $42M and $42M. Thus, quarterly revenues have remained

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CDN Ecosystem Updates #3

Perfect Match, Google and Fastly Fastly scored a big win in its partnership with Google. Fastly has integrated their CDN into the Google Cloud platform, and so far, they are the only CDN on the planet doing so.  I’m no

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Quick Look at CDN Pricing Trends

When Akamai announces that CDN prices are under pressure, does that mean that prices for the entire CDN industry are under pressure? We have to take into account that Akamai’s prices tend to be higher than the competition, just like

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Fastly’s CDN SuperRack vs CDNs SuperPOP

Most CDNs brag about deploying SuperPOPs in their infrastructure. However, there seems to be little consensus about what a SuperPOP really is? Is a SuperPOP a POP with thousands of servers in deployment and Tbps of bandwidth capacity? Or does

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What CDN Should Alibaba Buy

Out of the twenty or so US based CDNs, what CDNs are the best match for Alibaba? There is one US based CDN that is a great fit for Alibaba and that is Yottaa. Yottaa has a development staff in

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Venture Funding For CDNs is Healthy

Venture funding in the CDN Ecosystem is healthy. More than $288M has been raised by Instart Logic, Aryaka Networks, Fastly, CloudFlare, and Yottaa. Four are them are located in Silicon Valley, and the other one in Boston. All five are

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Fastly Raises Monster $40M Round

Very big congrats to Artur, Ellen, Simon, Hooman and the Fastly team for raising a monster $40M VC round, bringing its total to $54M. The $40M raised is much higher than many anticipated in the CDN industry, including myself. That

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CDN Ecosystem Trends 1.0

In the next couple of posts, we’ll try to determine what the CDN Ecosystem will look like in 2020. Before we do that, let’s quickly review CDN history, noting that the past is sometimes a good indicator of the future,

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Limelight Network at Crossroads

Limelight Networks (LLNW) is at a crossroads, and if they seize the opportunity in front of them, they will flourish. If not, they will be in the same bucket as Internap. Just about every CDN in the ecosystem, big and

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Recent CDN Activities for June 2014

There has been lots of activities over the last two months in the CDN industry. A few notable accomplishments: Aryaka raises $10M, Incapsula builds an extensive DDoS Platform and Scrubbing Center, and Limelight wins lawsuit against Akamai. The rest of

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The Era of CDN Specialization

Is the industry witnessing a new CDN era in which specialization is becoming the norm? It seems like the era of CDN specialization is upon us. We have the Big Three CDNs (Akamai, EdgeCast & Limelight), and the CDN specialist.

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