Dan Rayburn

Akamai's Webcast Recap: Stream Buffers, No Real Answers, No New Story

@ Wobatus: You are right, I do have an agenda, which is to write about things I think are relevant to the industry and explain the difference between facts and opinions.

I don't know why it is so hard for some investors to believe that someone like me does not actually play the stock market and has never bought shares before.

Akamai's Webcast Recap: Stream Buffers, No Real Answers, No New Story

I don't have any brothers and my Spouse has no stock either.

When I write positive things about Akamai, you shareholders love it. and I see no complaints.

When I write negative things, you guys want to complain all day. What a surprise.

Next you'll ask, when have I written anything positive about Akamai? Read:

Why Amazon's CDN Offering Is No Threat To Akamai, Limelight or CDN Pricing
blog.streamingmedia.co...

AT&T's CDN Offering Not Displacing Akamai or Limelight Anytime Soon
blog.streamingmedia.co...

Goldman Has It Wrong: Akamai Not Affected By Network Operators and P2P
blog.streamingmedia.co...

Internap Is Not The Next Akamai
blog.streamingmedia.co...

Akamai Confirms No Outage Of Their Web Acceleration Network
blog.streamingmedia.co...

A Detailed Look At Akamai's Application Delivery Product - Part 1
blog.streamingmedia.co...

Highlights Of My Day In Cambridge With Akamai
blog.streamingmedia.co...

Akamai's Webcast Recap: Stream Buffers, No Real Answers, No New Story

The facts speak for themselves. Akamai's CDN revenue has been down for two quarters now. Akamai's traffic growth has been slowing for longer than that. I don't need to back up anything, just listen to Akamai's earnings calls.

I don't need to predict if Akamai is going to miss earnings or not, I don't own any stock in them, or any other public company. I have no vested interest in their stock price.

Recent Analyst Research on the CDN Market Needs to Be Questioned

@Wisdom: You say " I have read about CDNetworks problems from other sources, I would have appreciated a more precise defense."

A more precise defense? You kidding? The point I was making was that CDNetworks has not made any major mistakes with their CDN offering. Internap on the other hand has had many public facing issues, not to mention writing down $150M of the VitalStream acquisition. It's all public info. I don't need to "defend" CDNetworks, the facts are the facts. Point me to something that shows CDNetworks has made mistakes as large as Internap.

You also say, "It is difficult to analyze CDNs when you do not want to upset advertisers of 'streaming media magazine."

Again, make no sense. Internap is one of the largest advertisers with Streaming Media magazine, so if I was worried about "upsetting" them, I would not have written this post saying that CDNetworks should be listed above Internap.

Recent Analyst Research on the CDN Market Needs to Be Questioned

@CatsJam: This article is from my blog, where no ticker symbols are included. SeekingAlpha takes some of my posts and includes their own info with it on their website. If a ticker symbol appears, it's been added by SeekingAlpha and you'd have to contact them about it.

The Rapid Decline in Bandwidth Costs Since 2005

cdnpricing.com

Level 3 Is Closing CDN Deals

So, I have no details on the Telefonica deal.

Level 3 and Limelight Patent Suit: Here's How to Settle It

Akamai's primary motivation was to impede a competitor as well, and so far, that lawsuit hasn't. While many thought the Akamai suit would be a big thorn in Limelight's side, look at what has happened since the suit. Limelight continues to win business, increases revenue and improve their margins, all while taking some of Akamai's business. Why would Level 3 be any more successful than Akamai?

And customers don't care which CDN is suing another. Over the past ten years there have been at least a dozen such suits like this. To date, no CDN has ever been shut down and no customer has been affected. These suits are no different.

Level 3 Cuts Jobs, CDN Group Still Growing; Should Do $45-50 Million

You are right on the small object part. I had already updated the post on my blog to say download, not small object, as I meant download and not streaming, but SeekingAlpha has not updated their post. The original post is at: blog.streamingmedia.co...

Of course I am not going to tell you who told me the number. I got the information based on the assurance I would not disclose how I got it. When will readers learn that if we said who told us, that person, or company, would never talk to us again.

Level 3 Cuts Jobs, CDN Group Still Growing; Should Do $45-50 Million

Level 3 classifies many different products under the "content markets group". I am only talking about revenue received for the delivery of content via their CDN product for small object delivery, video streaming/downloads and software downloads.

2009 Should Be a Good Year for Level 3's Content Delivery Business

On the title comment, SeekingAlpha.com takes these posts from my blog where they originally appear at BusinessOfVideo.com and sometimes changes the title of the post at their own discretion.

I asked that this title be changed from the original title which was too generic. I was not implying that Level 3 as a company would have a good year, as I only track Level 3's CDN business, which is what this specific post is about.

Akamai and the BBC: News Reporting on CDNs Getting Shoddy

Sorry, I no longer track KIT Digital and have no interest in the company.

Same CDN Major Players Getting All Live Business

The numbers I am going on are the numbers the providers give me. I have yet to hear from any distribution provider of any live event this year, other than sports, that did over 50,000 simultaneous streams. They may be out there, and if so are very few, but so far, none of the numbers I am getting back from those delivering the content are very big as compared to the events in the U.S.

Same CDN Major Players Getting All Live Business

Next month Frost & Sullivan is releasing their CDN World Markets report where we spoke to each CDN provider in the U.S., Europe and Asia. We will be breaking out revenue numbers by region and growth projections by region. After speaking to the CDNs in Europe and Asia, all of them combined are not even doing the CDN revenue that Akamai is doing. And this is data directly from the CDNs in Europe and Asia themselves. That's reality. The market is just a lot smaller in Europe and Asia. There is less business, less providers, fewer CDNs and less data from those regions for a reason. Which is why we are aiming to include the entire market, global, for the CDN report.

I've covered many of the CDNs in Europe and Asia on my blog. Two weeks ago I did two posts just on European based CDN Velocix. I cover more than just the US market, but the US market is still where the majority of the CDN business is.

Yes, I know about events outside the U.S. like e-stars, Eurovision, Rock am Ring and others, but those events are all small and don't even reach 20,000 users at once. My post was very specifically asking about large scale live events that have hundreds of thousands of simultaneous users.

Same CDN Major Players Getting All Live Business

A lot of live European events are streamed by Level 3. Not all, but many of them. That's part of the reason they acquired European based Servecast.

This article is talking specifically to events that are streamed live. So Hulu, ABC and HBO would not be fair comparisons as that content is all on-demand.

The point of the article is that while many new CDNs have entered the market and many of them are focusing on live, saying that can do it cheaper and scale better than Akamai or Limelight, to date, they are not winning any of that business. Trying to point out the fact that it's not as easy to scale a network for live content as some think it is. Don't now the size of the market for medium events. Have not seen any data on that.

I am not recommending stock of any company. I have never bought, sold or traded stock in any public company ever. I have no vested interest in any public company's stock.