LOL it hurts short term. SAP is important customer of ours and if you saw the SAP interview this am, well bullish to say the least for akamai entiprize customer.
I got some calls on the side; hope we bounce like the AMZN and NFLX after earnings. We're ready for a nice upside. Fundamentals have not changed; there is more internet in my and others life.
I guess between $0.72-0.75. Security initiative should be in full swing, and then over all video volume will drive the earning to new highs. And, lets not forget the Telco's and CSCO deal, we should start seeing revenue from that too. Every time I look at the data volume its above average. Go Akamai !!!
JANUARY 15, 2015
When Amazon came out with CloudFront, many in CDN industry were nervous, including Akamai. It was the unknown that we feared, because CloudFront brought a whole new low-cost structure into the picture. The impact was immediate, and pricing for CDN services and CDN origin storage dropped, big time. The price drop for CDN storage was dramatic to say the least, where CDN storage prices pre-AWS were $1/GB and selling like hotcakes, to a dime/GB. It got so bad that some in the industry predicted that Amazon would disrupt Akamai’s CDN business, and all other CDNs. Well, the cat is out of the bag, the unknown is known, and CloudFront is 8x-10x smaller than Akamai.
However, rest assure that Akamai and many others have not forgotten. In the tech industry, there is nothing more noble than serving revenge on a nice cold dish, and Akamai should accommodate by getting into the Cloud Compute and Cloud Storage business by summer. If Akamai were to take this bold step, it would throw the entire cloud industry into a spin, including Wall Street. Akamai brings a whole new dimension into the cloud compute business, that others can’t match – thousands of PoPs around the world. And since Akamai is the CDN of choice for the Fortune 1000, and largest institutions in the world, you bet there is a guaranteed baked in customer base of hundreds of millions of dollars.
I bet if Akamai announced this bold move, Microsoft would change its mind and come out with something like this, “we’re back in the CDN biz, and we just added 100 PoPs.” How does this name sound for Akamai’s possible new endeavor? The New AWS, as in “Akamai Web Services”.
"Akamai Web Services" will sound intimidating to it's competitors, but to us investors, it sounds sweet!!! It will get interesting next week
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Personally I think it will be over $0.70. And, they will be guiding up too! E-Commerce was strong and we service all top 20 global sites. + Video and Security!
Wonder why this stuff get's blocked some time. Just noticed this was not up and I posted on Thursday...
"Cloud services provider, Akamai Technologies has announced that Sky Italia has selected Akamai's Aura Managed Content Delivery Network (MCDN) platform to achieve improved control and the highest quality of service of its online content including live and on-demand video. Akamai's Aura MCDN provides Sky Italia with dedicated CDN capabilities maintained by Akamai and the flexibility to scale to support its capacity needs of 100's Gbps and beyond.
With the biggest over-the-top (OTT) video audience in Italy, Sky Go (2.35 million users) and SKy on Demand (1.4 million) are included with Sky's subscription services. Aura MCDN delivers more than 30 percent of traffic on behalf of Sky, enabling Sky Italia to manage traffic peaks that have reached up to 250 Gbps."
Strong day today - so far. If you are correct, akam should move up after hours. Akam has often surprised to the upside so lets hope for a great report and raised expectations.
It was on the Q4-2013 report that we poped to these levels, and been trading side ways for a year now. It's time that all that investment in human capital paid off, if so we should see one more 20% pop !!!!!! We'll be in the know shortly..... GL
Keep talking to my self over here......., nothing new, however. After this Q folks have to take notice! Look forward to this adjustment over next few weeks. Finally we're out of this $60 range. GLL
AKAM is one of the most heavily manipulated stocks. Tomorrow's move is hard to say yet. If it does not go up, then it will touch 59 area again. Just my guess.
Who are these folks that are selling below $60? Is it on strong performance......, don't they realize that there is more internet in their future...., especially accelerating in next few years as the......, I see $68 tomorrow!
Call going very well. My advice to all investors is to listen in to all these calls. Up $2. in after hours. Will provide a summary later if I have time.