Recent

% | $
Quotes you view appear here for quick access.

Akamai Technologies, Inc. Message Board

  • pantone101naturalblondie pantone101naturalblondie Aug 17, 2011 1:11 PM Flag

    Limelight and EyeWonder

    In his blog "CDN News: Akamai and Amazon Have Outages, Limelight Misses Earnings, XO Settles With Level 3" Dan said:

    <The other $1M in lost revenue was a lower booking of revenue due to a delay in Limelight rolling out a new version of their EyeWonder platform, which has now been pushed back to Q1 of next year.>

    http://blog.streamingmedia.com/the_business_of_online_vi/2011/08/cdn-news-wrap-up-akamai-has-an-outage-limelight-misses-earnings-xo-settles-with-level-3.html

    http://
    blog.streamingmedia.com/the_business
    _of_online_vi/2011/08/cdn-news-wrap-up
    -akamai-has-an-outage-limelight-misses
    -earnings-xo-settles-with-level-3.html

    MarketWatch quoted Jeff Lunsford's statement on EyeWonder:

    <"Revenue in the quarter, however, was approximately $2 million below our forecast due to lower-than-expected campaign volume on our EyeWonder rich media advertising platform and . . . . [a second reason]>

    http://www.marketwatch.com/story/limelight-networksr-reports-second-quarter-2011-results-2011-08-08?reflink=MW_news_stmp

    http://www.
    marketwatch.com/story/limelight-networksr
    -reports-second-quarter-2011-results
    -2011-08-08?reflink=MW_news_stmp

    Now, in his most recent blog, the one about Limelight and Level 3 possibly merging, Dan said:

    <I also hear that Limelight wants to sell their EyeWonder business and exit the interactive advertising portion of the market, which would be a smart move. I don't know what Limelight will get for the business, but they paid $110M for it last year.>

    And in his reply to a reader who questioned whether Limelight was really looking to sell EyeWonder, Dan said:

    <Limelight paid $110M for EyeWonder which is on a run rate to do about $32M this year. Not exactly a business line that is growing very well.>

    http://blog.streamingmedia.com/the_business_of_online_vi/2011/08/limelight-level3-merger.html

    http://
    blog.streamingmedia.com/the_business_of
    _online_vi/2011/08/limelight-level3-merger.html


    So here's what I'm wondering:

    How many customers did Limelight gain through its purchase of EyeWonder?

    If Limelight sells EyeWonder, how many customers will Limelight have left?

    How much wood would a woodchuck chuck if a woodchuck could chuck wood?

    In other words, the EyeWonder flop makes me wonder how misleading was my post comparing Akamai's and Limelight's ARPU? That post is here:

    http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_A/threadview?m=tm&bn=700&tid=239616&mid=239616

    http://
    messages.finance.yahoo.com/Stocks_
    %28A_to_Z%29/Stocks_A/threadview
    ?m=tm&bn=700&tid=239616&mid=239616

    Exactly how bad IS the shape Limelight finds itself in?

    Dan also noted in that recent blog:

    <Right now, Level 3 offers the lowest price in the market, in most cases under-cutting Akamai by 25-30% on CDN deals . . . .>

    So it seems the competitor worrying Sagan & Co. the most is not Limelight but Level 3. And, credit where it's due, Dan did warn about Level 3 back at its first sighting on the horizon.

    One more observation . . . stealing Akamai's names for its value-added services didn't do a thing for Limelight, did it?!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • >>Your former employer is a worldwide giant.<<

      Now they need to stay that way until the stock recovers.

    • >>Further than that:
      ...
      http://
      investors.saic.com/phoenix.zhtml?c=193857&p=irol-news Article&ID=1070874&highlight=

      FTA< . . . The contract extension represents a follow-on effort for previous work SAIC has been performing for NIAID [National Institute for Allergy and immunological Diseases] since 2000.

      . . .>

      They're deeper into health care than I was aware.<<

      SAIC is certainly diversified enough to survive the current hiatus and then thrive again. I hope its health care division includes immunity to the abolishment of Obamacare.

      When I googled for SAIC to see if any new upgrade or downgrade had been reported, a Wikipedia link was near the top of the page. And there I learned some more things I didn't know about SAIC. Here's more medical:

      <SAIC operates NCI-Frederick, a National Cancer Institute research facility located at Fort Detrick, in Frederick, Maryland (alongside an Army medical research center). About half of the 3,000 employees of NCI-Frederick are hired through the SAIC-Frederick subsidiary, paid out of a competitive $320-million contract.[16]>

      And SAIC has a subsidiary in the UK.

      <May 8, 2000 - Science Applications International Corporation (SAIC), through its wholly owned United Kingdom subsidiary SAIC Ltd., and ScottishPower's Information Systems Division announced the formation of a joint venture (JV) between the two organizations.

      The JV company, called CALANAIS, was 50 percent owned by ScottishPower and 50 percent owned by SAIC Ltd. The new company exploited the growing demand for information technology (IT) expertise in the rapidly changing global utilities sector. While continuing to focus on providing IT services to ScottishPower, the JV sought to develop external IT service business with customers within the multi-service utility sector. CALANAIS, exploiting the combined strengths of both companies, also marketed expertise in business change and Internet-enabling strategies aimed specifically at the utility sector. Initially based in Glasgow, Scotland and Chester, England, CALANAIS employed approximately 600 people, mainly drawn from existing ScottishPower staff who transferred to work in the new enterprise.>

      http://en.wikipedia.org/wiki/SAIC_(company)

      http://
      en.wikipedia.org/wiki/SAIC_(company)

      Your former employer is a worldwide giant.

    • >>I'm surprised to find SAIC's malaria history goes back at least to 2007.<<

      Further than that:

      http://investors.saic.com/phoenix.zhtml?c=193857&p=irol-newsArticle&ID=1070874&highlight=

      http://
      investors.saic.com/phoenix.zhtml?c=193857&p=irol-newsArticle&ID=1070874&highlight=

      FTA< . . . The contract extension represents a follow-on effort for previous work SAIC has been performing for NIAID [National Institute for Allergy and immunological Diseases] since 2000.

      The SAIC-led team will deliver research and development services to support process development and pilot lot production of promising malaria vaccine candidates into products suitable for evaluation in human clinical studies. SAIC will serve as the project management arm for these activities, helping to identify optimal production and purification strategies for clinical-grade malaria immunogens, performing pilot lot production, formulation, preclinical testing, and providing nonclinical development support for promising vaccine candidates. SAIC will also provide regulatory support for investigational new drug applications.>

      They're deeper into health care than I was aware.

    • >>That's really interesting. They're usually strictly services/studies/consulting oriented. I wonder what they intend to to with Malaria vaccine . . . some kind of government save the natives in sub Sahara Africa initiative?<<

      Wouldn't a vaccine count as a stimulus? :-)

      I'm surprised to find SAIC's malaria history goes back at least to 2007.

      http://www.saic.com/search/?x=0&y=0&q=malaria

      http://www.
      saic.com/search/?x=0&y=0&q=malaria

    • >>Speaking of SAIC getting into healthcare, an email yesterday said: [SAIC producing anti Malaria vaccine]<<

      That's really interesting. They're usually strictly services/studies/consulting oriented. I wonder what they intend to to with Malaria vaccine . . . some kind of government save the natives in sub Sahara Africa initiative?

      >>Unfortunately, only a relative few of those transcripts are at SpeechPad. <<

      If they're good they'll grow.

    • >>It would probably be more lucrative if Obamacare gets implemented (jeez a reason for me to root for Obamacare, that's freaky). But it would be lucrative in any event.<<

      You'd be rooting for your own red pills, to put it conservatively.

      Speaking of SAIC getting into healthcare, an email yesterday said:

      <Sep 01, 2011 (Datamonitor Financial Deals Tracker via COMTEX) -- Selecta Biosciences, Inc., a biopharmaceutical company, announced that Science Applications International Corporation (SAIC, Inc.) has awarded Selecta Biosciences a subcontract to develop a targeted synthetic vaccine particle product for malaria. Both the entities are based in the US.

      SAIC is a systems, solutions and technical services company.

      Funding for the initiative will be provided by SAIC through its Malaria Vaccine Production and Support Services contract with the National Institute of Allergy and Infectious Diseases (NIAID), which is part of the National Institutes of Health.>

      And it continues with the terms.

      >>So now you don't have to [deal with SA's transcripts].<<

      Unfortunately, only a relative few of those transcripts are at SpeechPad. But now that I'm looking over SP's list again, I see that the number of CC transcripts per day has been increasing. I wonder if it's because of the economy and some businesses are choosing the less costly format, or managements are learning that a choice exists and some prefer the simpler format. Well, different tastes give the world variety. And that's something to be thankful for.

    • >>I didn't know that [SAIC is getting into healthcare]. A good idea before or after the Supreme Court rules on Obamacare?<<

      It would probably be more lucrative if Obamacare gets implemented (jeez a reason for me to root for Obamacare, that's freaky). But it would be lucrative in any event.

      >> . . . I soon came to dread dealing with SA's transcripts.<<

      So now you don't have to.

    • >>Thanks. I stuck it in Safari's reading list thingy. I see they're getting into health care . . . probably a good idea.<<

      I didn't know that. A good idea before or after the Supreme Court rules on Obamacare?

      >>Yeah I like the SpeechPad format.<<

      With one or two very minor, not worth mentioning, exceptions, the SpeechPad format is identical to Seeking Alpha's original format. I really hate SA's new-and-improved triple-click format with the dropdown list for corrections. It isn't even good sequence. They introduce the players (participants) after they've played. And who wants to go back and forth between the CEO's 'discussion' of the earnings (which isn't accurately titled since it usually involves more than solely the CEO) and the Q&A when searching for some specific you want to know more about?

      Also, SA's transcripts require JavaScript. Its original format did not, nor does its SpeechPad format. I soon came to dread dealing with SA's transcripts.

    • >>Ergo, a quick and easy read of SAIC's CC transcript is here:<<

      Thanks. I stuck it in Safari's reading list thingy. I see they're getting into health care . . . probably a good idea.

      Yeah I like the SpeechPad format.

    • pantone101naturalblondie pantone101naturalblondie Aug 31, 2011 11:42 PM Flag

      >>I'm OK with either, we're talking VEEP here and we don't really know what Christie might know about his choice of attorneys.<<

      I just learned at Hot Air that Giuliani is out, which is fine by me since, as I asked yesterday, what has he done on behalf of this country since the last election. Too much from which to choose here for a concise quote, but it's a quick read.

      http://hotair.com/archives/2011/08/31/perry-pledges-a-pro-life-vp-pick/

      http://
      hotair.com/archives/2011/08/31/
      perry-pledges-a-pro-life-vp-pick/

      >>Good, he might have the guts to cut EPA back to protecting gophers and snail darters.<<

      For months now, I've been reading about his confronting Obama, and I believe Rick Perry has the Texas guts to do just about anything.

      Back to Limelight's EyeWonder sell, I picked up some info from a post by bulwerlytton on the LLNW board. Of the posts I've read there, it seems he posts more real information on that board than any of the others who post there currently. Then, in reading the EyeWonder segments of the CC from which he quoted, I came upon some info about Limelight's revenue from Microsoft, so I'll post all that separately.

      Then, when I went back to the CC source for Limelight's CC transcript URL, I stumbled upon SAIC's transcript for its CC this afternoon. You'll notice the URL is not for Seeking Alpha but for Speechpad. However, the format is like SA's original format, all on one page and simple, none of the annoying drop-downs and links to three different parts. And the copyright info is identical, so it appears that Speechpad is Seeking Alpha's first cousin.

      Ergo, a quick and easy read of SAIC's CC transcript is here:

      http://www.speechpad.com/api/earnings_calls/view_one/127229

      http://www.
      speechpad.com/api/earnings_calls/view_one/127229

      Now I see it's also at Seeking Alpha, but why go through the multiple clicks when you can search for specific words all on one page?

    • View More Messages
 
AKAM
50.27-0.67(-1.32%)9:52 AMEDT