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Coming In 2011: Services That Let You Watch Your Video Everywhere

[credit provider=”Stephen Bowler via Flickr” url=”http://www.flickr.com/photos/[email protected]/2235601624/”] It looks like 2011 will be a hot year for services that let you store TV and movies online so you can watch them on any device you own. A movie and tech industry consortium and upstart RealNetworks both revealed more details about their […]
Coming In 2011: Services That Let You Watch Your Video Everywhere
Tech

Akamai Loses Some Hulu Traffic To Level 3 And Limelight Networks

Over the past few days, I’ve been tracing the delivery paths for a bunch of online video sites on the web, including large and small sites. When it comes to tracing video content from Hulu, historically, everything I saw was always coming from Akamai. But lately, it’s clear that Hulu […]
Akamai Loses Some Hulu Traffic To Level 3 And Limelight Networks
Tech

Akamai Q3 Not Horrible

CAMBRIDGE, Mass. (AP) — Akamai Technologies Inc. said Wednesday that its third-quarter profit slipped 2 per cent as higher costs and operating expenses bit into revenue growth.
Akamai Q3 Not Horrible
Tech

Condé Nasties Lose Their Black Cars, Spa Days And Sushi Lunches

Poor Condé Nast. Staffers are taking clients for deli sandwiches instead of restaurant sushi; Poland Spring has replaced Fiji water, Orangina and Red Bull in office fridges; and, wait for it, famed Vanity Fair editor Graydon Carter is eating with commoners in the cafeteria.
Condé Nasties Lose Their Black Cars, Spa Days And Sushi Lunches
Tech

Web Video’s Second Wave: Blood From A Stone

Editor’s note: Benjamin Wayne, CEO of Web video company Fliqz, stirred up some controversy here in April when we published an article he wrote called “YouTube is Doomed.” Since then, we’ve learned that YouTube isn’t exactly doomed, specifically because its costs aren’t as high as many estimates — and its […]
Web Video’s Second Wave: Blood From A Stone
Tech

SEC STALKER: Akamai Execs Buy Over $3 Million In Stock

In an era where CEOs and senior executives are often criticised for making boatloads of money while their shareholders often suffer, it’s nice to see executives at content delivery network (CDN) Akamai put their money where their mouths are.
SEC STALKER: Akamai Execs Buy Over $3 Million In Stock
Tech

Akamai Needs To Cut Prices To Drive Growth

On yesterday’s earnings call, Akamai (AKAM) once again said they were seeing more pricing pressure in the market and stated that they are being more aggressive on their CDN pricing. While this may sound like Akamai is finally waking up to the reality of what’s taking place in the market, […]
Akamai Needs To Cut Prices To Drive Growth
Tech

Who’s Going To Buy Limelight Networks? Maybe No One

Now that content delivery network Limelight Networks (LLNW) has the upper hand in its patent war with larger rival Akamai Technologies, one theory is that Limelight is more likely to become an acquisition target. That’s one reason why shares are up about 20% since last Friday, when the court motion […]
Who’s Going To Buy Limelight Networks? Maybe No One
Tech

Judge Turns Akamai-Limelight Patent War In Limelight’s favour

Akamai Technologies (AKAM) said late Friday night it will appeal a motion that a U.S. judge in Massachusetts ruled in its long-running patent war with rival content delivery network Limelight Networks (LLNW). The ruling essentially flipped the case in Limelight’s favour — more than a year after a jury ruled […]
Judge Turns Akamai-Limelight Patent War In Limelight’s favour
Tech

Limelight Goes After Akamai

Content delivery market leader Akamai Technologies (AKAM) could lose some of its edge over no. 2 Limelight Networks (LLNW).
Limelight Goes After Akamai
US

March Madness Web Streaming Looks Amazing

CBS (CBS) is streaming all of the ‘March Madness’ NCAA basketball tournament again this year via the Web. This year, CBS has turned on a “high quality” streaming mode, and it looks amazing. (Disclaimer: We have the luxury of a super-fast corporate broadband connection and a fairly new Apple (AAPL) […]
March Madness Web Streaming Looks Amazing
Tech

Akamai Beats Q4, Guidance In Line (AKAM)

Big fourth quarter for content delivery network Akamai: The company reported Q4 sales of $212.6 million, beating the Street’s $205.46 consensus. EPS came in at $0.44, beating the Street’s $0.40 consensus.
Akamai Beats Q4, Guidance In Line (AKAM)
Tech

Limelight Beats Level 3 In Patent Suit (LLNW, LVLT)

Web content delivery network Limelight Networks (LLNW) is not infringing on rival Level 3’s (LVLT) patents, a jury decided yesterday. Limelight’s shares, which have been depressed partially over patent concerns, shot up 27% in late-afternoon trading to $2.99.
Limelight Beats Level 3 In Patent Suit (LLNW, LVLT)
Tech

Akamai Jumps After Investor Day (AKAM)

Tech stocks have all taken a dive this fall, but Akamai’s shares have taken a particular beating — down 75% since May. Why? Investors have worried about slower growth in the Web content delivery business, price wars, etc.
Akamai Jumps After Investor Day (AKAM)
Tech

Akamai Trims 7% Of Workforce (AKAM)

No surprise: More cuts in the media/tech business. Content delivery network Akamai Technologies (AKAM) will lay off 110 employees, or about 7% of its workforce, the company said today in a filing to the SEC.
Akamai Trims 7% Of Workforce (AKAM)
Tech

ISPs To Speed Up P2P Transfers

The biggest U.S. Internet service providers, which include the largest phone and cable companies, will roll out updates to their network over the next two months that promise to make some peer-to-peer traffic faster and more efficient, we have learned.
ISPs To Speed Up P2P Transfers
Tech

Akamai Picks Up Ad Targeting Firm Acerno For $95 Million

Akamai Technologies (AKAM) continues to grow deeper into the advertising industry and beyond its traditional business of pushing photos and videos across the Web. The latest: The company is buying NYC-based ad targeting firm Acerno for $95 million in cash.
Akamai Picks Up Ad Targeting Firm Acerno For $95 Million
Tech

Akamai CFO: Betting On HD Video For Growth (AKAM)

The Web video boom has been good to Akamai (AKAM), one of the companies that pushes video streams and downloads to your computer. But now that watching video on the Web is commonplace, and most Americans have high-speed Internet connections, growth in that area of Akamai’s business has started to […]
Akamai CFO: Betting On HD Video For Growth (AKAM)
Tech

Akamai Q2 Sales Light, Profits In Line, Guidance Very Weak (AKAM)

Akamai (AKAM) posted a mixed Q2: Revenues came in light, profit was in-line, and subscriber growth was better than expected. But the content delivery network also cut full-year guidance and issued a disappointing Q3 outlook; shares are down 16% in after-hours trading to $26.10.
Akamai Q2 Sales Light, Profits In Line, Guidance Very Weak (AKAM)
Tech

Limelight-Akamai Judge: No Permanent Injunction Yet, No New Trial* (LLNW, AKAM)

(Updated) Mixed news for Limelight Networks (LLNW) in its patent war with larger rival Akamai Technologies (AKAM): U.S. Federal Judge Rya Zobel says it’s “premature” to grant Akamai’s request for a permanent injunction against Limelight, which is violating an Akamai-controlled patent. That’s good news for Limelight — an injunction would […]
Limelight-Akamai Judge: No Permanent Injunction Yet, No New Trial* (LLNW, AKAM)
Tech

AT&T Takes On Akamai, Limelight; Makes Its Pitch To Big Media

As expected, AT&T (T) is readying its expanded content/media delivery business for a big Q3 push. The company sent out a press release today informing the world that it’s spending $70 million on network and development investments by the end of the year; that it’s signed deals with three software […]
AT&T Takes On Akamai, Limelight; Makes Its Pitch To Big Media
Tech

Goldman: Sell Akamai (AKAM) Now

Content delivery network Akamai Technologies (AKAM) has been hitting its numbers. Time to get out now, say Goldman Sachs analyst Derek Bingham says in a note summarized by Barron’s editor Eric Savitz. Bingham also cut his 2008 EPS estimates to $1.69 from $1.72, and his 2009 estimate to $2.01 from […]
Goldman: Sell Akamai (AKAM) Now
Tech

What’s Limelight’s (LLNW) Non-Patent-Infringing Business Worth?

The fate of content delivery network Limelight Networks (LLNW) sits in the hands of a Federal judge in Boston, who will decide whether to issue a permanent injunction against Limelight for violating patents controlled by larger rival Akamai Technologies (AKAM). But let’s say the judge does come down hard on […]
What’s Limelight’s (LLNW) Non-Patent-Infringing Business Worth?
Tech

Citi: Akamai Stock Expensive, Downgrades AKAM

Content delivery network Akamai Technologies (AKAM) is still a “core Internet stock,” but it’s not cheap enough to buy, says Citi analyst Mike Mahaney, who downgraded the stock to “hold” this morning.
Citi: Akamai Stock Expensive, Downgrades AKAM
Tech

AT&T’s (T) CDN: Alive! Big Push Coming In Q3

A helpful coincidence: As we pondered this morning what was going on with AT&T’s much-hyped push into the content delivery network (CDN) industry, analyst Dan Rayburn was publishing some answers.
AT&T’s (T) CDN: Alive! Big Push Coming In Q3
Tech

Is AT&T’s Akamai-Killing Content Delivery Business Vaporware?

Five months ago, AT&T (T) told Wall Street that one of their big growth pushes for 2008 would be their content delivery business: Competing with companies like Akamai Technologies (AKAM) and Limelight Networks (LLNW) to push media companies’ video streams, large files, and photo libraries across the Web.
Is AT&T’s Akamai-Killing Content Delivery Business Vaporware?
Tech

Akamai’s Q1 In Line With Expectations; Raises Earnings Guidance

Akamai had a strong Q1, and revenue and earnings came in right where the Street wanted them. The news got better during the company’s earnings call: It insists it’s seeing no signs of an economic slowdown and isn’t having to lower prices to fight low-end competitors. It also raised earnings […]
Tech

Revelation: Akamai (AKAM) “Not Completely Immune” To Crappy Economy

After blowing out Q4 sales and profits in February, Akamai CEO Paul Sagan told us the company hasn’t felt any pain from the slowing economy. But Jefferies analyst Katherine Egbert has tracked down a few data points that paint a less rosy picture for Akamai (AKAM). The company “is not […]
Revelation: Akamai (AKAM) “Not Completely Immune” To Crappy Economy
Tech

Akamai (AKAM) Analysts Pile On ‘Buy’ Ratings

Akamai (AKAM) investors are finally getting a breather: Shares of the Internet content distribution firm are up 7% this morning — trading around $30.25 — after Piper Jaffray upgraded the stock to “buy” and Citigroup reissued its “buy” rating yesterday. Shares had tumbled 16% from Feb. 7, the day after […]
Akamai (AKAM) Analysts Pile On ‘Buy’ Ratings
Tech

Verizon’s Blessing Won’t Help Peer-To-Peer Sales

Nerd blogs are buzzing about an AP article published this morning about Verizon’s (VZ) participation in “P4P,” a group of Internet providers and software companies working to make peer-to-peer file transfers faster and more efficient. Initial test results: If ISPs and peer-to-peer content delivery networks (CDNs) work together, they can […]
Tech

rumour: Akamai Tried To Buy Limelight During Trial (AKAM, LLNW)

A rumour making its way around the content delivery industry: Akamai Technologies (AKAM) offered to buy rival content delivery network Limelight Networks (LLNW) during their jury trial — perhaps twice — and was shot down. (Our source doesn’t have numbers.)
Tech

Akamai Legal Victory Could Also Be Big Business Win (AKAM, LLNW)

Web content delivery firm Akamai Technologies’ (AKAM) patent victory over Limelight Networks (LLNW) should put a big dent in its smaller rival — not just in court, but in sales. Even if Limelight eventually wins an appeal, it will likely have a tough time competing over big deals for the […]
Tech

Who Wins And Loses When ISPs Become Bandwidth Cops?

The big U.S. Internet service providers — mostly cable and phone companies — are looking to change the way they sell and manage Internet access. Comcast already messes with its customers’ peer-to-peer transfers, Time Warner Cable is testing pay-per-use pricing, AT&T has proposed filtering out illegal downloads, and Verizon says […]
Tech

Is The CDN Pricing War For Real? (AKAM, LLNW)

Content delivery network business analyst Dan Rayburn has published preliminary results from his industry survey, which suggest that a CDN pricing war between heavyweights and smaller, cheaper rivals is not as intense as some think. About 63% of his respondents say the pricing of their CDN contracts is the same […]
Tech

Akamai Q4: Smashes Street On Revenue, EPS (AKAM)

Quick take: Akamai beat the Street on revenue and profit by a handy amount. The content delivery network reported $183.2 million of Q4 revenue, up 46% y/y, beating the Street’s $175 million consensus, and 41 cents per share normalized net income, beating the Street’s 37 cents per share estimate. Shares […]
Tech

Akamai: We’re Working With Apple On iTunes Rentals (AKAM, AAPL)

In Akamai Technologies’ Q4 earnings call, chief Paul Sagan put rumours to rest that Apple was taking its iTunes download business elsewhere — like a Google-powered content delivery network. To paraphrase: We’re working with Apple to support the rollout of their new movie service, Sagan said. Previously: Apple Not Ditching […]
Tech

Mixed News For Limelight In Akamai Patent War (LLNW, AKAM)

Shares of content delivery firm Limelight Networks (LLNW) are up more than 6% today after the company announced some good news in its patent case against archrival Akamai Technologies (AKAM). Late last night, the company said that the U.S. District Court for the District of Massachusetts granted Limelight’s request to […]
Tech

Limelight Networks Gets A Downgrade (LLNW)

Shares of content delivery firm Limelight Networks (LLNW) are down more than 9% today after Jefferies analyst Katherine Egbert downgraded the stock and cut estimates. In a note, Egbert says Limelight could be hit harder by content delivery network (CDN) industry pricing wars than bigger rival Akamai Technologies (AKAM). After […]
Tech

Amazon’s Q4 Good News For Akamai, Limelight (AKAM, LLNW)

Amazon reported $5.67 billion in Q4 revenue yesterday, beating Street expectations by a solid margin. That could be good news for content delivery firms Akamai Technologies, which reports Q4 next Wednesday, and Limelight Networks, which reports results on Feb. 19, American Technology Research says in a note this morning. Why […]
Tech

Apple iTunes Movie Rentals: What’s In It For Akamai? (AKAM)

It’s way too early to assess Apple’s new iTunes movie rentals, but we can make one call: The move could be a nice bump for Akamai Technologies (AKAM), the content delivery network (CDN) that Apple uses to send movie files to your computer. CDN industry experts estimate that Apple likely […]
Tech

Akamai To Launch Ad-Serving, Take On DoubleClick/Google?

Akamai Technologies’ content delivery network (CDN) already hosts many of the ads on the Web. But companies like DoubleClick — which Google is trying to acquire for $3 billion — run the actual ad servers that decide which ads get placed on which pages. Now it looks like Akamai may […]
Tech

Apple (AAPL) Not Ditching Akamai (AKAM) For Content Delivery

Shares of content delivery network Akamai Technologies (AKAM) took an unexpected dive this morning. Why? A reader points to a post on stock-trading message board theflyonthewall.com: “Shares of Akamai may be declining today due to a rumour that the company’s relationship with Apple is going to end.” Apple, which uses […]
Tech

iTunes Movie Rentals: Winners And Losers (AAPL)

The FT and others report that Apple and News Corp.’s 20th Century Fox are preparing to announce a digital movie rental service via Apple’s iTunes store. The service hasn’t been acknowledged by either company, so it’s a bit early to call it a hit or a dud. But here’s a […]
Tech

EdgeCast Gets $6 Million, AKAM & LLNW Get The Finger

Content delivery network EdgeCast has raised $6 million in Series B financing, led by Disney-affiliated (DIS) Steamboat Ventures. The company will use the money to build out its infrastructure, grow internationally, and expand its sales and marketing teams. EdgeCast has now raised $10 million to take on industry heavyweights Akamai […]
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What HD Web? AOL, CBS Snub Hi-Def Web Video

As video hosts like Vimeo and content delivery networks like Akamai bet on a Web full of hi-def video, some of their potential customers seem less excited. AOL is scrapping its “Hi-Q” video service, NewTeeVee reports, because no one ever watched it. And CBS Interactive’s Quincy Smith seems to be […]
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HD Web Portal Reminds Us Why Cable Is Still King

While the blogosphere oohed and ahhed at Hulu’s beta launch this morning, another video portal quietly opened its doors. Akamai and Verizon showed off “The HD Web,” their vision of the future: hi-def movies streamed over the Internet. This concept makes sense: many Americans own HDTVs, it’s cheaper than ever […]
Tech

Akamai Q3 Solid, HD Web Video Growth On The Horizon?

Release Conference Call Webcast (4:30 p.m. EDT) Initial analysis: A solid quarter, hitting Street expectations despite industry-wide pricing pressure. Investors not thrilled: stock down 8% in after-hours trading. Post-call thoughts: Akamai has weathered the CDN industry’s price war with little visible damage during Q3. The company has its analyst/investor day […]