All GLG News Analyses Filed Under: Internet
Posted April 14, 2008CDN Highwinds Raises $55 Million, Targeting Resellers
Analysis of: CDN Highwinds Raises $55 Million, Targeting Resellers | blog.streamingmedia.com
Author: Dan Rayburn, Principal Analyst FROST & SULLIVAN, INC
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.
Posted April 14, 2008CDNs Getting Ready To Benefit From Higher Bitrate Content
Analysis of: CDNs Getting Ready To Benefit From Higher Bitrate Content | blog.streamingmedia.com
Author: Dan Rayburn, Principal Analyst FROST & SULLIVAN, INC
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....
Posted April 14, 2008P2P Vendors Struggling, CDNs Not Interested In Adopting
Analysis of: P2P Vendors Struggling, CDNs Not Interested In Adopting | blog.streamingmedia.com
Author: Dan Rayburn, Principal Analyst FROST & SULLIVAN, INC
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...
Posted April 14, 2008
Why Level 3 Should Acquire Limelight Networks
Analysis of: Why Level 3 Should Acquire Limelight Networks | blog.streamingmedia.com
Author: GLG Member Program Contributor
Analysis of: Why Level 3 Should Acquire Limelight Networks | blog.streamingmedia.com
Author: GLG Member Program Contributor
Level3 is in financial, operational and maangement distress. However, Cable operators should look hard at Limelight Networks.
Posted April 14, 2008Akamai, Limelight and The Writers Strike: What It Really Means
Analysis of: Akamai, Limelight and The Writers Strike: What It Really Means | blog.streamingmedia.com
Author: Dan Rayburn, Principal Analyst FROST & SULLIVAN, INC
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...
Posted April 14, 2008JumpTV Selling Their CDN: Shows It's Too Expensive To Operate Your Own Network
Analysis of: JumpTV Selling Their CDN: Shows It's Too Expensive To Operate Your Own Network | blog.streamingmedia.com
Author: Dan Rayburn, Principal Analyst FROST & SULLIVAN, INC
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...
Posted April 14, 2008CDN Survey Data: 52% Have No Commit Contracts, 63% Use One CDN Vendor
Analysis of: CDN Survey Data: 52% Have No Commit Contracts, 63% Use One CDN Vendor | blog.streamingmedia.com
Author: Dan Rayburn, Principal Analyst FROST & SULLIVAN, INC
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...
Posted 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 Analyst FROST & SULLIVAN, INC
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...
Posted 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 Analyst FROST & SULLIVAN, INC
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...
Posted 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 Analyst FROST & SULLIVAN, INC
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...
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