All Recent GLG News Analyses by Leading Experts at FROST & SULLIVAN, INC

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Akamai, Limelight and The Writers Strike: What It Really Means

April 14, 2008

Analysis of: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.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

JumpTV Selling Their CDN: Shows It's Too Expensive To Operate Your Own Network

April 14, 2008

Analysis of: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."

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

CDN Survey Data: 52% Have No Commit Contracts, 63% Use One CDN Vendor

April 14, 2008

Analysis of: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.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Yahoo! Buys Maven Networks: Revenue Multiple Too High

April 14, 2008

Analysis of: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.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

62% Of CDN Customers Surveyed Say Pricing Flat Year Over Year

April 14, 2008

Analysis of: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.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Level 3 Winning Video CDN Business, But Not On Price

April 14, 2008

Analysis of: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.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Highlights Of My Day In Cambridge With Akamai

April 14, 2008

Analysis of: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.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Content Owners Struggling To Compare One CDN To Another

April 14, 2008

Analysis of:Content Owners Struggling To Compare One CDN To Another | blog.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 e-mail this morning from a content owner who summed up what I hear all the time from customers:

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Why Level 3 Should Acquire Limelight Networks

April 14, 2008

Analysis of:Why Level 3 Should Acquire Limelight Networks | blog.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 why this would make sense in particular for Level 3.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

CDN Survey Data: Price and Customer Service Ranked Most Important

April 14, 2008

Analysis of:CDN Survey Data: Price and Customer Service Ranked Most Important | blog.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.

Previous Page : 12345Next11 to 20 of 41