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

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Content Owners See Their Video Traffic Growing 2-4x Over Last Year

April 14, 2008

Analysis of:Content Owners See Their Video Traffic Growing 2-4x Over Last Year | blog.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 me that they expect to deliver 2-4x more bits this year when compared with 2007. For most of them, that does not take into account the fact that this year, many content owners are bumping up their encoding bitrates from 300Kbps to 500-750Kbps. Taking that into consideration, with increased bitrates they could see their traffic growing from 4-8x over last year.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

"Streaming Content to Generate $70 Billion By 2013" - An Unrealistic Claim

April 14, 2008

Analysis of:"Streaming Content to Generate $70 Billion By 2013" - An Unrealistic Claim | www.emarketer.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, via an IPTV network or to mobile phones. They say that advertising revenue will fuel this growth and that "Questions surrounding consumers’ willingness to pay for content have been dispelled by the popularity of satellite radio and iTunes." I would disagree. Customers are willing to pay for music via iTunes, but so far, not videos on a mass-market scale. Over time, yes, more video specific content via iTunes will be purchased but you have to  back up the $70 billion number with more than just iTunes as an example. And what does satellite radio have to do with streaming?

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Oprah's Second Webcast Does 200,000 Simultaneous Viewers

April 14, 2008

Analysis of:Oprah's Second Webcast Does 200,000 Simultaneous Viewers | blog.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.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Level 3 Files Suit Against Limelight Networks Over CDN Patents

December 26, 2007

Analysis of:Level 3 Files Suit Against Limelight Networks Over CDN Patents | blog.streamingmedia.com

This morning, Google indexed a filing from December 17th from Level 3 Communications who filed a patent infringement suit against Limelight Networks (Case number 2:2007cv00589) in the District Court of Virgina. I have not been able to get a copy of the filing as of yet but I was able to speak to Level 3 about the filing this morning.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

CDN Funding Continues: CDNetworks Raises $96.5 Million

December 26, 2007

Analysis of:CDN Funding Continues: CDNetworks Raises $96.5 Million | blog.streamingmedia.com

Hot on the heels of EdgeCast announcing it had raised $6 million dollars, content delivery provider CDNetworks announced late yesterday that it had raised $96.5 million in private placement. For CDNetworks, this funding now gives them the ability to make a serious push in the U.S. market for content delivery of video and static content. The funding announcement also coincides with the launch of a new company website.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Video CDN Market $450-$500 Million In 2007: Should Grow To $800 Million For 2008

December 17, 2007

Analysis of:Video CDN Market $450-$500 Million In 2007: Should Grow To $800 Million For 2008 | blog.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, here is how I sized the market for 2007 and the data I used to come up with the number. This does not include revenue numbers for P2P only based vendors.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Analysts Covering Akamai Should Not Be Worried About AT&T

December 17, 2007

Analysis of:Analysts Covering Akamai Should Not Be Worried About AT&T | blog.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, an analyst at Cowen and Co. downgraded Akamai on concerns of greater competition from AT&T.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Are All The New Internet CEO Changes A Sign Of VCs Getting Impatient?

December 17, 2007

Analysis of:Are All The New Internet CEO Changes A Sign Of VCs Getting Impatient? | blog.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 demanding a quicker return on their investment? Or are they starting to really see the opportunity and bringing in those who have experience in growing companies larger and faster?

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Pricing Pressure On Akamai and Limelight Overblown By Analysts

December 17, 2007

Analysis of:Pricing Pressure On Akamai and Limelight Overblown By Analysts | blog.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 in the market. Many keep saying Akamai and Limelight are feeling pressure, but then give no details on what percentage of their contracts, customers, business or products they think it is affecting. Most of them, don't even know what the services cost. Way too many analysts are speculating without any real data on the true impact of the pricing decline in the market.

Dan RayburnPrincipal AnalystFROST & SULLIVAN, INC

Akamai Shows P2P Solution To Select Customers

December 17, 2007

Analysis of:Akamai Shows P2P Solution To Select Customers | blog.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 will be priced lower than CDN traffic, but Akamai did not give out any pricing details.

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