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April 14, 2008Yahoo! Buys Maven Networks: Revenue Multiple Too High
Analysis of: Yahoo! Buys Maven Networks: Revenue Multiple Too High | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, 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...
April 14, 200862% Of CDN Customers Surveyed Say Pricing Flat Year Over Year
Analysis of: 62% Of CDN Customers Surveyed Say Pricing Flat Year Over Year | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, 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...
April 14, 2008Level 3 Winning Video CDN Business, But Not On Price
Analysis of: Level 3 Winning Video CDN Business, But Not On Price | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, 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...
April 14, 2008Highlights Of My Day In Cambridge With Akamai
Analysis of: Highlights Of My Day In Cambridge With Akamai | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, 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...
April 14, 2008Content Owners Struggling To Compare One CDN To Another
Analysis of: Content Owners Struggling To Compare One CDN To Another | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
I've blogged before about how most CDNs don't give out data points in the market or to customers for them to try and fairly compare one CDN to another. It's impossible to measure performance, capacity and many other aspects of a content delivery service offering from one provider to another. I got an...
April 14, 2008Why Level 3 Should Acquire Limelight Networks
Analysis of: Why Level 3 Should Acquire Limelight Networks | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
While many seem to think I am crazy for thinking anyone would acquire Limelight, it would make sense for a company like Level 3. Yes, we all know Level 3 has had some problems with the integration of all the acquisitions it has made as of late. But putting that one hurdle aside, there are many reasons...
April 14, 2008CDN Survey Data: Price and Customer Service Ranked Most Important
Analysis of: CDN Survey Data: Price and Customer Service Ranked Most Important | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
The StreamingMedia.com survey on CDN pricing is nearing its end and to date we've had 1,041 respondents. We're starting to compile all the raw data for the final report and will be giving away the iPhone this week.
April 14, 2008Content Owners See Their Video Traffic Growing 2-4x Over Last Year
Analysis of: Content Owners See Their Video Traffic Growing 2-4x Over Last Year | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
I talk to a lot of content owners large and small and no matter what subject we are discussing, I always ask them for their predictions on their traffic growth for 2008. While many of them share their numbers with me but don't allow me to make them public, the vast majority of content owners are telling...
April 14, 2008"Streaming Content to Generate $70 Billion By 2013" - An Unrealistic Claim
Analysis of: "Streaming Content to Generate $70 Billion By 2013" - An Unrealistic Claim | www.emarketer.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
Insight Research is forcasting that streaming content will generate almost $70 billion in the U.S. by 2013. I don't know how they come up with that number as I have not seen the full report, but $70 billion? They say the revenue prediction comes from audio and video files transmitted over the Internet,...
April 14, 2008Oprah's Second Webcast Does 200,000 Simultaneous Viewers
Analysis of: Oprah's Second Webcast Does 200,000 Simultaneous Viewers | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
This past Monday, Oprah webcast her second class online and peaked at 200,000 simultaneous viewers. While that was down from the 500,000 simultaneous viewers she had for her first class, it's to be expected and is not any indication of failure.
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