CDN Ecosystem Updates #6

1. HP and Akamai Wins $469M Content Delivery Services Contract from DoD HP  won a $469M contract from the Department of Defense to provide Global Content Delivery Services to the Defense Information Systems Agency (DISA). The estimated completion date for

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Missing Piece in Limelight Networks Product Strategy

Limelight Networks (LLNW) has made tremendous progress in the feature-set department over the last twelve months. In fact, they’re operating like an innovation driven start-up CDN. Twelve months ago, LLNW was trying to be everything to everyone and that strategy

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What CDNs are the Perfect Fit for Akamai

According to its 3rd Quarter 2014 financial results, Akamai had $1.6B in cash, cash equivalents and marketable securities. In other words, Akamai is flush with cash, and being the acquisition hungry company that it is, it’s certain to add some

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Can Akamai Ever Be Challenged

Akamai has dominated the CDN industry for the last decade in the revenue category. Limelight Networks (LLNW) came the closest in 2007 as show here: Akamai 2007 Revenue – $636M Limelight 2007 Revenue – $103M Akamai was only 6x bigger

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Limelight Networks is Making it Happen

There seems to be some positive traction coming from the Limelight Networks (LLNW) camp. Their stock is up to $2.80/share, and they’ve been active in developing new products and value props. Here is a snapshot of the latest news: TheStreet

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Limelight Networks Is Making Some Moves

Limelight Networks (LLNW) has been on a roll this week. First they exceed earning expectations, and a few days afterwards they introduce the Limelight Orchestrate Platform for Gaming. It’s a brilliant move on LLWN’s part, in that every new feature

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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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Is the CDN Market Highly Commoditized

Over the last few months, there has been much press about CDN commoditization and what it means to the industry. Even Forbes published an article titled “Limelight: Trying to Drive Sales in Brutally Competitive Market“. Today, we are going to

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How Big Is the CDN Market

It’s that time again, where we try to figure out the size of the global CDN market using sophisticated mathematics (adding). Trying to figure out the exact market size of the CDN industry is extremely difficult, since most private CDNs

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Akamai vs #2 CDN Club

Last year, Akamai generated $1.5B in annual revenue. This year, if Akamai grows as fast as they did in the 1st quarter of 2014, they are likely to reach $2B in annual revenue. In 2014, the number #2 CDN is

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Limelight Networks Business Model 2.0

Limelight Networks (LLNW) made the smart choice of getting into the broadcast space. If Akamai grew its “Media Delivery Solutions” revenue to $71M in six months ending June 30, 2014 from prior year, there’s room for LLNW to increase its

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CDN Product Management 103

Continuing with the CDN Product Management discussion, we’re now going to evaluate the next pillar of CDN Product Management, the “Marketing Mix”. In this case, the Marketing Mix refers to the CDN feature set. One of the challenges facing CDN

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CDN Product Management 102

Product Management is the place where innovation begins, ideas turn into features, and features turn a mediocre CDN into an innovation driven CDN. There are three pillars to CDN Product Management: engineering, marketing and sales. When these three pillars work

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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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