CDN Highwinds Raises $55 Million, Targeting Resellers
April 14, 2008
CDN Highwinds Raises $55 Million, Targeting Resellers | blog.streamingmedia.com
In March, Highwinds announced it had raised $55 million from General Catalyst Partners and Alta Communications. Highwinds plans to use the capital to do additional build out of their network named "RollingThunder" which includes a CDN offering.
CDNs Getting Ready To Benefit From Higher Bitrate Content
April 14, 2008
CDNs Getting Ready To Benefit From Higher Bitrate Content | blog.streamingmedia.com
Of all the calls I do with analysts, money managers and others tracking the content delivery market, rarely do those I speak with ask about video birates. For me, the growth of the content delivery market and the very success of the CDNs relies heavily on the trend we see developing for increased bitrates. Most think CDNs can only grow their business by signing new customers or growing their existing customer base. But increased video birates has a huge affect on any CDNs bottom line and 2008 is the year that the bitrates of old finally turn the corner.
P2P Vendors Struggling, CDNs Not Interested In Adopting
April 14, 2008
P2P Vendors Struggling, CDNs Not Interested In Adopting | blog.streamingmedia.com
About six months ago, I was really convinced that P2P might start to get some traction in the new year and that we would see some content owners commit to the technology. But aside from the Pando Networks and NBC deal, as we enter Q2 not much has transpired from the end of last year. P2P networks are still talking up a storm in every interview I read about how much cheaper their pricing is as compared to CDNs and leading with price as the major value proposition. Most P2P companies are still missing the point that cost is not the only thing customers care about and if it was, then P2P networks would have a ton of business by now, which they don't.
Akamai, Limelight and The Writers Strike: What It Really Means
April 14, 2008
Akamai, Limelight and The Writers Strike: What It Really Means | blog.streamingmedia.com
Limelight put out earnings this week and once again, many analysts are unfairly comparing Limelight and Akamai numbers and data. Why is it that so many analysts and reporters are willing to make very specific statements about CDN providers, but do so using general terms? Sounds confusing just saying it but I'll prove my point in a second.
JumpTV Selling Their CDN: Shows It's Too Expensive To Operate Your Own Network
April 14, 2008
JumpTV Selling Their CDN: Shows It's Too Expensive To Operate Your Own Network | blog.streamingmedia.com
Last week, JumpTV announced that it was looking to sell its content delivery network and would be "refining its strategic focus toward high-value sports and Hispanic broadcast content." This is a great example of where trying to own and operate your own network specifically for the delivery of video does not makes sense. In the release, JumpTV said "The content delivery network is currently a significant cost center for the company, and the Company believes its sale will enable it to lower its ongoing operating costs."
CDN Survey Data: 52% Have No Commit Contracts, 63% Use One CDN Vendor
April 14, 2008
CDN Survey Data: 52% Have No Commit Contracts, 63% Use One CDN Vendor | blog.streamingmedia.com
The StreamingMedia.com survey on CDN pricing and trends has now been filled out almost 1,000 times. I'll be keeping it open for another week or so and then we'll start to compile all the data and give away the free iPhone. Taking a look at some of the preliminary data that has been collected reveals some great data points which I will be showcasing all this week on the blog.
Yahoo! Buys Maven Networks: Revenue Multiple Too High
April 14, 2008
Yahoo! Buys Maven Networks: Revenue Multiple Too High | blog.streamingmedia.com
As I'm sure you've read by now, Yahoo! announced earlier in the week it had acquired Maven Networks for approximately $160 million. While I see some of the synergy of the deal, I think Yahoo! paid too much. Based on the price tag, Yahoo! paid about 11x the sales revenue that Maven had in 2007. It's a good deal for Maven shareholders, but for Yahoo!, that's a high evaluation in my eyes in today's market.
62% Of CDN Customers Surveyed Say Pricing Flat Year Over Year
April 14, 2008
62% Of CDN Customers Surveyed Say Pricing Flat Year Over Year | blog.streamingmedia.com
I've been taking a look at some of the preliminary data that we have been collecting from our CDN survey and we've already got some great data points. While I expect a few thousand respondents over the course of a month, after a few days we already have over five hundred customers who have filled it out.
Level 3 Winning Video CDN Business, But Not On Price
April 14, 2008
Level 3 Winning Video CDN Business, But Not On Price | blog.streamingmedia.com
In October of last year, Level 3 announced that it would offer their content delivery services for video for the same price that it was charging for transit. Many in the industry incorrectly saw this as Level 3 saying they were undercutting other CDNs in the market and entering the industry as the low-cost leader, which is not the case.
Highlights Of My Day In Cambridge With Akamai
April 14, 2008
Highlights Of My Day In Cambridge With Akamai | blog.streamingmedia.com
About two weeks ago, Akamai invited me to spend the day with them in Cambridge to allow me to get an better insight into their business and give me the opportunity to ask management and others more about the market, pricing, application delivery and a host of various other topics. They nicely gave me access to over a dozen individuals including senior management in sales, marketing, engineering, product development, investor relations and their CTO.
Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009