GLG News by Content Delivery Services Experts

While the US macro economic fundamentals are weakening, the market for data centers remains strong.  Further, the restriction in access to finance is limiting supply growth significantly.  The benefits of this environment will be reaped by the established players.

As recent quarter’s results show, Akamai’s core business is strong, traffic is growing and their largest revenue customers are secure. Limelight, on the other hand, isn’t executing as well as anticipated, has lost a patent lawsuit and finds itself squeezed between Akamai and smaller, low-cost competitors....

Some things will be cloud based, MSFT, GOOG and AMZN are all betting on it.  for middle market companies having computing in the cloud may make sense. But it comes with risk

Equinix momentum continues, backed by a strong balance sheet and aggressive growth plans.  While pricing growth in the Americas has fallen to inflation levels, the well diversified company will continue to see strong revenue growth.  G&A growth is their one weakness.

Limelight is doing the right thing by trying to include more advanced software features in its CDN offering, but the question is how many content owners are making DRM a key part of their short and long-term strategies? Focusing on streaming (via Flash Media Server and WMS) and dying technologies such...

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.

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....

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...

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...

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...