Did Mr. Rayburn of Frost & Sullivan really say this? I seemed to have missed that article. TIA
Dan Rayburn, a Frost & Sullivan analyst, said he expected Netflix to end its relationship with Akamai (AKAM). If this occurs, I estimate that Level 3 will capture 80% of Netflix's business with Limelight (LLNW) providing the other 20%.
I'm not sure how good it is to actually have Netflix as a customer. They are probably like having Walmart as a customer and demand a lot for only a little bit of money. AKAM might be better off without them as a customer.
>>I'm not sure how good it is to actually have Netflix as a customer. They are probably like having Walmart as a customer and demand a lot for only a little bit of money. AKAM might be better off without them as a customer.<<
Despite claims to the contrary, Netflix is indisputably Akamai's customer. This is what Sherman said in Akamai's CC last month:
<Regarding Netflix, we recently signed a multi-year agreement to continue to support their streaming needs in North America and international markets. As part of our new multi-year agreement, we expect to work closely with them to leverage our globally distributed network to their market expansion.>
You may be right about Netflix's demanding a lot for a little. Have you read Dan Rayburn's assessment of Netflix's costs?
<Netflix's Streaming Cost Per Movie Drops 50% From 2009 . . . .>
Dan says it's worth $50MM per year @ 80 percent to (3) excluding future growth and "international" where (3) excels. A Wells Fargo CYST was onto something earlier but she dropped the ball. Like me today, originally, she placed this "WIN" in the NINE DIGITS as opposed to the EIGHT DIGIT zip code.
Words mean nothing, as one Yahooligan stated on this thread recently. Only what the CYSTS create as illusions until THE NUMBERS prove things out matters.
ACTIONS mean more than words is why I took more (3) stock today.
Be fearful AKAMAI FOOLS!!!!!!!!!!!! IMO
Absolutely correct and has never hidden while buying (3) with CONVICTION, including today!
Come over to "SEE" where the real "LIGHT" is "CREATED." In this internet horse race where SPEED to VIDEO means everything, Akamai is a DEAD HORSE! IMO
>>"Value Added" continues to be a Cialdini, "CLICK, WHIR" sound for TURKEYS before they have their HEADS CHOPPED OFF for DINNER. <<
Spoken like a loyal LVLT holder.
"Value Added" continues to be a Cialdini, "CLICK, WHIR" sound for TURKEYS before they have their HEADS CHOPPED OFF for DINNER.
Have your wet behind the ears CFO, JD, click his HEELS three times and keep saying, "VALUE ADDED, VALUE ADDED, VALUE ADDED" to see if he really goes back to Kansas!
The dirty little secret to any value added MYSTERIES in this STOCK has been the violation of privacy rights in the form of mining data from IP addresses and the sharing of ad revenues with last mile monopolists who have agreed to let FREE LOADERS live in their homes.
This is ending fast. Watch out for the KNIFE of the BUTCHER heading for this TURKEY. Gobble, gobble, gobble! IMO
I blieve Akamai is the superior CDN. I do not believe the data center approach is sufficient and it is cost prohibitive.
Akamai's approach is MUCH more efficient and, they have value added services which make the company even more attractive than their "competitors".
I'm not questioning the leader in the space. I have OTHER concerns which I base mu calls on.
So far, those calls have served me WELL!
Glad I could assist.
I heard an analyst from Deutsche Bank say, there are only two CDN's in the marketplace worth talking about; LVLT and Akamai. He then went on to ask the former if they had all the goods to be the DOMINATOR at this snapshot in time.
The answer from a high level exec. inside the former was YES, with further expansionary comments including their incessant drive to keep innovating on behalf of their customers' comprehensive needs. If I didn't understand "the goods," while comparing with the history which led this backbone owner here today, I would easily dismiss his YES as telling the audience what they want to hear, in the same way I experience hearing that from Akamai executives as frequently as I have ever listened in, i.e., BUZZ WORDS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
In the spirit of Deutschland, including Deutsche Bank, and Deutsche Telekom, who are (3) customers, I say, DANKE to you, for your kindness here in Akamai Land. ;-)
Again, the RESIDENT longs will have none of your blasphemy!
Blasphemy WRT THIS BOARD is defined as honesty and anything that resembles hte "other side of their coin".
Been here a LOOOOOOOOOOOOONG time. I know!
1st, this is a VERY OLD topic.
2nd, both NFLX and AKAM have since refuted key parts of his article...though he claims unnamed insiders as sources.
3rd, recall that the "majority" of NFLX IT backbone is run by AWS...which still uses AKAM as a CDN customer.
4th, with AMZN entering streaming, a logical response will be that NFLX will seek to diversify and perhaps totally move its backbone...and AKAM is the most logical recipient of this new business.