GLG News by Akamai Software Users

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.

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.

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