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December 17, 2007Video CDN Market $450-$500 Million In 2007: Should Grow To $800 Million For 2008
Analysis of: Video CDN Market $450-$500 Million In 2007: Should Grow To $800 Million For 2008 | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
As we near the end of 2007, I've seen a few reports estimating the CDN space to have been anywhere between $800 million and $1.4 billion for the year. The reports I have seen do not break out what specific "CDN" products they are talking to and how those numbers were calculated. So with that in mind,...
December 17, 2007Analysts Covering Akamai Should Not Be Worried About AT&T
Analysis of: Analysts Covering Akamai Should Not Be Worried About AT&T | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
This morning, I had about half a dozen e-mails from analysts asking about AT&T and their CDN business. Yesterday, at AT&T's analyst day they announced that they will grow their streaming and caching services by 6x and said they were going to increase their CDN capabilities. Because of this,...
December 17, 2007Are All The New Internet CEO Changes A Sign Of VCs Getting Impatient?
Analysis of: Are All The New Internet CEO Changes A Sign Of VCs Getting Impatient? | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
In the past three quarters, at least 27 vendors in the industry have had changes at the CEO level. While there are always changes in executive management, I don't recall there being that many new CEOs in such a short period of time in our industry. It begs the question, are VCs getting impatient and...
December 17, 2007Pricing Pressure On Akamai and Limelight Overblown By Analysts
Analysis of: Pricing Pressure On Akamai and Limelight Overblown By Analysts | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
Everywhere I turn, all I keep reading about is the "pricing wars" taking place in the CDN market and how much it is affecting Akamai and Limelight. Yet to date, I have not seen a single article in the media or from an analyst that actually mentions any real numbers or examples when it comes to the pressure...
December 17, 2007Akamai Shows P2P Solution To Select Customers
Analysis of: Akamai Shows P2P Solution To Select Customers | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
While no official announcement was put out by Akamai recently about their P2P offering, in late November in Munich Germany, Akamai showcased some of it's P2P offering for a very small select group of clients and partners. Based on what some of those customers have told me, Akamai stated that P2P traffic...
December 17, 2007NBC Direct To Use P2P Video Delivery From Pando Networks
Analysis of: NBC Direct To Use P2P Video Delivery From Pando Networks | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
In September, NBC announced that come this fall they would launch a new service, named NBC Direct, that would enable viewers to watch some of NBC's top TV shows as ad-supported downloads. While NBC plans to use many platforms to make their content available including iTunes, the move by NBC is essentially...
December 17, 2007VeriSign Expected To Sell Their CDN Business
Analysis of: VeriSign Expected To Sell Their CDN Business | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
A few weeks ago, VeriSign held they annual analyst day where they unveiled new details about the company's strategic direction for 2008. Their newly announced strategy is to sell a number of businesses in the company's portfolio, such as communications, billing and commerce and focus instead on their...
December 17, 2007Adobe's New Flash Server Pricing Improves CDNs P&L, Lowers License Fee For Customers
Analysis of: Adobe's New Flash Server Pricing Improves CDNs P&L, Lowers License Fee For Customers | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
While Adobe has gotten a lot of traction in the market with their Flash video platform, many content companies have not adopted Flash streaming due to the server license costs or the license fee that CDNs are required to charge for Flash streaming. With today's announcement by Adobe of Flash Media Server...
December 17, 2007Adobe Launches New Websites Showcasing HD Video Content
Analysis of: Adobe Launches New Websites Showcasing HD Video Content | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
Last week, Adobe quietly launched two new HD websites that showcases content in HD quality using the Flash platform. The launch of the sites also coincided with the launch of a new product section at the top of the main Adobe.com website. Different images and products are highlighted each time you load...
December 17, 2007Content Delivery Pricing: Understanding CDN Overages
Analysis of: Content Delivery Pricing: Understanding CDN Overages | blog.streamingmedia.com
Author: Dan Rayburn, Principal and EVP, StreamingMedia.com
I’ve seen numerous reports lately by some in the financial community talking to “bursting” overages by CDN providers. Many of these references talk to overages incorrectly and some analysts might benefit from better understanding the two different ways CDNs charge for their services and exactly how...
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