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CDN Business Transformation and Market Analytics 2012 ' 2014

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U.S.-based CDNs (Content Delivery Networks) are tenaciously adapting their technologies, services, account and business strategies to address new markets of opportunity, concurrently improving top line revenue by 17.7% in 2011 to $1.86 billion, an estimated 65% of the global total.As bandwidth prices continue to decline, revenue growth (forecast at 20% through 2014) is predicated on CDNs selling more solutions per unique account, and reflected in improved sector MRR for 2011.CDN direct and indirect accounts combined reached 20,045 (up 19.2%), averaging $9,210 in MRR for the year, a 17.6% increase over 2010, and the first uptick since the sector squeezed out a 5.6% gain in 2008.CDNs analyzed include Akamai Technologies, Limelight Networks, BitGravity, CDNetworks, EdgeCast, Mirror Image, Level 3, Internap, Highwinds, Cachefly, Cotendo, new disruptive pricing entrant 3Crowd Technologies, among others.

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CDN Business Transformation and Market Analytics 2012 ' 2014

  1. 1. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!CDN Business Transformation and Market Analytics 2012 2014Published on January 2012 Report SummaryU.S.-based CDNs (Content Delivery Networks) are tenaciously adapting their technologies, services, account and business strategiesto address new markets of opportunity, concurrently improving top line revenue by 17.7% in 2011 to $1.86 billion, an estimated 65%of the global total.As bandwidth prices continue to decline, revenue growth (forecast at 20% through 2014) is predicated on CDNs selling moresolutions per unique account, and reflected in improved sector MRR for 2011.CDN direct and indirect accounts combined reached 20,045 (up 19.2%), averaging $9,210 in MRR for the year, a 17.6% increaseover 2010, and the first uptick since the sector squeezed out a 5.6% gain in 2008.CDNs analyzed include Akamai Technologies, Limelight Networks, BitGravity, CDNetworks, EdgeCast, Mirror Image, Level 3,Internap, Highwinds, Cachefly, Cotendo, new disruptive pricing entrant 3Crowd Technologies, among others. Table of ContentTABLE OF CONTENTSEXECUTIVE SUMMARY1CDN Market Performance Dynamics and Business Trends 2011 20141CDN revenues estimated at $1.86 billion in 2011, 65.6% of the global total1Global CDN Market Value: 2006 20112CDN Revenue Growth Rates: 2004 20123Retail contracts continue to grow at double-digit rates3The differential between account growth and revenue growth is narrowing as valueadd solutions contribute to the top line3CDN Revenue and Account Growth Rate Comparison: 2006 20114Server deployment growth rates are consistently higher than account growth rates4Server Deployment And Account Growth Comparison: 2006 20115Retail contract pricing for bandwidth exhibited a slower rate of decline in 2011compared to 2010 and 20095Retail Contract Pricing: Gigabyte Delivery and Annual Unit Declines2006 20116CDN TERMINOLOGY DEFINITIONS7SECTION ONE 9CDN Business Transformation and Market Analytics 2012 2014 (From Slideshare) Page 1/7
  2. 2. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!Introduction and 2011-2014 Overview9CDN Sector Embraces a Phase of Re-Invention, Re-Positioning and Business Transformation9CDN Market Performance Dynamics and Business Trends 2011 201410CDN Revenue, Market Share, Account Growth and Cap Ex Analytics12CDN Annual Accounts: 2005 - 201112CDN Account Share: 2010 - 201113CDN Revenue 2010 - 201114CDN Cap Ex Investment: 2007 201114CDN Market Revenue Analysis: 2003 - 201415CDN Monthly Recurring Revenue Analysis: 2005 201116Media and Entertainment Percent CDN Revenue: 2006 201117CDN Market Pricing, Discounting and Streaming Media Encode Rates17CDN Revenues Estimated at $1.86 Billion in 2011, 65.6% of the Global Total18Global CDN Market Value (Delivered by Domestic vs. International CDNs)21CDN Revenue Growth Rates Historically Accelerate Through the Year21CDN Revenue 2010 - 201121Retail Contracts Continue to Grow at Double-Digit Rates22CDN Annual Accounts: 2005 - 201123The Differential Between Account Growth and Revenue Growth is Narrowing AsValue Add Solutions Contribute to the Top Line24CDN Revenue and Account Growth Rates: 2006 - 201126CDN MRR Averages $9,210 in 201126CDN Monthly Recurring Revenue Analysis: 2005 201127Entertainment and Media Accounted for 49.7% CDN Revenue in 201129Entertainment Media Revenue Share of CDN Market: 2006 - 201131Media and Entertainment CDN Contract Value Closing in on $1 Billion in 201131Total Media and Entertainment CDN Contract Value: 2006 - 201132CDN Sever Deployments Increased by 30% in 201132CDN Media Server Deployment: 2005 - 2011332011 Cap Ex Investment Estimated at a 72% Increase Over 201033CDN Cap Ex Investment: 2007 - 201134Server Deployment Growth Rates are Consistently Higher than Account Growth Rates34Cap Ex Analysis: Server Deployments and Account Growth36U.S.-Based CDNs Captures 65.6% of Global Revenue in 201136CDN Global Market Value Comparison: 2006 - 201137Commercial Market Value for Audio and Delivery Estimated at $1.1 Billion in 201137Commercial Bandwidth Market Value: Audio/Video 2006 - 201139Professional Video Remains the Largest CDN and Commerical Market Value ContentVertical39Streaming/HTTP Content Category Share: Commercial Market Value 2006 - 201141CDN Bandwidth Services Category Share: 201042CDN Bandwidth Services Category Share: 201143COGS and Retail Contract Analysis Indicate CDN Gross Margins, While Healthy, areNevertheless Lower for the Core Bandwidth Side of the Business44CDN Bandwidth Costs, Contract and COGS Analysis: 2006 - 201146Retail Contract Pricing for Bandwidth Exhibited a Slower Rate of Decline in 2011Compared to 2010 and 200946Retail Contract Pricing: 2006 - 201146CDN Business Transformation and Market Analytics 2012 2014 (From Slideshare) Page 2/7
  3. 3. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!Retail Contract Pricing: 2006 - 201147Pricing Declines for Retail Contracts are in Equilibrium with Those Seen in theWholesale Business in 201149Annual Pricing Comparison: Retail Versus Transit 2006 - 201151SECTION TWO 53Entertainment and Media: Bandwidth Provisioning and Commercial Market ValueAnalytics 201153Retail Commercial Market Value of Media and Entertainment Estimated at $1.3 Billionin 201153CDN Bandwidth Services Category Share: 201154CDN Bandwidth Services Category Share: 201056Professional Video Content Categories Including Advertising Networks and DownloadMedia are Highly Penetrated by CDNs582011 Full Year Estimates: Bandwidth Services Analysis by Content Vertical60Online Music Listening Hours per Month Average 1.51 Billion in 2011 (IncludingIndividual Track Plays)60Online/Mobile Music and Track Play Listening Hours: Bandwidth Services Analysisand Market Size61Online/Mobile Music and Track Plays: Bandwidth Services Analysis and Market Size62Professional Video Averaged 7.64 Billion Views per Month in 2011, with an Averageof 600+ Kbps Encode Rate63Online Video: Professional Entertainment and Media Bandwidth Services Analysisand Market Size64UGC Views are Averaged an Estimated 24.6 Billion per Month in 201166UGC Video Pricing and Market Analysis: 95th Percentile Analysis67Pre Roll Advertising As a Media Type and Marketing Vehicle Has ExpandedDramatically Over the Past Two Years; There is Now an Average of 13.8 BillionPre Roll Ads Delivered per Month in 2011/201269Advertising: Pre Roll Video Bandwidth Services Analysis and Market Size70In-Page Video Impressions Averaged an Estimated 32.4 Billion Delivered per Monthin 201172In-Page Video Advertising: Bandwidth Services Analysis and Market Size72Music Downloads Were an Estimated 6.5 Billion Units in 2011; Movie and TV ShowDownloads at 242 Million74Download Bandwidth Services Analysis and Market Size75Mobile Video and Video Advertising Views Average 3.6 Billion per Month in 2011(U.S. Only, Excluding International Views, Which Account For Approximately 73%of YouTube Total Views)77Mobile Video: Bandwidth Services Analysis and Market Size77Podcast Downloads (Audio and Video) are Forecast at 8.9 Billion in 201179Podcasting Bandwidth Services Analysis and Market Size79Transit Commercial Market Value Analysis: 201181Internet Radio: Backhaul Bandwidth Services Market Value (95th Percentile Analysis)81Professional Video: Transit Bandwidth Services Market Value (95th Percentile Analysis)82User Generated Video Transit Pricing and Market Analysis (95th Percentile Analysis)83CDN Business Transformation and Market Analytics 2012 2014 (From Slideshare) Page 3/7
  4. 4. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!Video Advertising: Pre Roll Transit Bandwidth Services Market Size (95th PercentileAnalysis)84In-Page Video Advertising: Transit Bandwidth Services Market Size (95th PercentileAnalysis)85Download Transit Bandwidth Services Market Size (95th Percentile Analysis)86Mobile Video Views and Advertising: Transit Bandwidth Services Market Size (95thPercentile Analysis)87Podcasting Transit Bandwidth Services Market Size (95th Percentile Analysis)88SECTION THREE 89CDN Revenue, Account Share and Operational Analytics89CDN Revenue is Estimated at $1.86 Billion in 201189CDN Market Revenue Analysis: 2003 - 201491Akamai Generates 63.2% of Segment Revenue in 201193CDN Revenue 2010 - 201193Akamai Powers 20% of Total Unique CDN Accounts in 2011; Edgecast 15.5%95CDN Account Share: 2010 - 201195CDN Accounts Number 20,045 at Year End 201197CDN Annual Accounts: 2005 - 201198CDN Account Growth and Revenue Growth Differential Narrows Substantially in 201199CDN Revenue and Account Growth Rates: 2006 - 2011100MRR Rebounds in 2011, Up 17.6% Over 2010100CDN Monthly Recurring Revenue Analysis: 2005 - 2011102CDN Segment: Summary Revenue, Account, Performance Metrics and InfrastructureProfile and Analysis 2003 2014 (Part 1)103CDN Segment: Summary Revenue, Account, Performance Metrics and InfrastructureProfile and Analysis 2003 - 2014 (Part 2)106CDN COGS and Marginal Analysis: 2011107Server Deployments Increased by 30% in 2011110CDN Media Server Deployment: 2005 - 2011111Cap Ex Analysis: Server Deployments and Account Growth111SECTION FOUR 113Pro Video Delivery Ranked by CDN Contract/Vendor 2010113CDN/Bandwidth Provisioning 2010114Professionally Produced and Distributed Video: CDN Provisioning 2010116Pro Video Delivery Ranked by CDN Contract/Vendor 2011181Professionally Produced and Distributed Video: CDN Provisioning 2011 Half YearAnalysis183SECTION FIVE 216UGC is a Highly Concentrated Content Segment, Predominately Self-Hosted216UGC Video Publishing and Bandwidth Provisioning 2010: CDN Contract Share217UGC Video: 2011227CDN Business Transformation and Market Analytics 2012 2014 (From Slideshare) Page 4/7
  5. 5. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email!UGC Video Publishing and Bandwidth Provisioning 2011 YTD: CDN Contract Share227UGC and Social Media Video: CDN Contracts 2011 YTD229SECTION SIX 232Online/Mobile Music Listening and Song Play Hours Dominated by Pandora andShoutcast, Two Self-Hosted Brands232Online/Mobile Music Listening Hours by Bandwidth Provider: 2010232Online/Mobile Music Listening and Song Play Hours 2011234Online/Mobile Music Listening Hours by Bandwidth Provider: 2011 YTD234Internet Music Radio Listening Hours and Bandwidth Provisioning: 2011236SECTION SEVEN 243Q & As2433CROWD TECHNOLOGIES243AKAMAI TECHNOLOGIES249ALCATEL-LUCENT256BITGRAVITY261CACHEFLY266CDNETWORKS270COTENDO275DACAST279EDGECAST283HIGHWINDS291INTERNAP297LEVEL 3302LIMELIGHT NETWORKS306LIQUID WEB315MIRROR IMAGE319PANDO NETWORKS324WOWZA MEDIA SYSTEMS329CDN Business Transformation and Market Analytics 2012 2014 (From Slideshare) Page 5/7
  6. 6. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email! Fax Order Form To place an order via fax simply print this form, fill in the information below and fax the completed form to: Europe, Middle East and Africa : + 33 4 37 37 15 56 Asia, Oceania and America : + 1 (805) 617 17 93 If you have any questions please visit http://www.reportlinker.com/notify/contact Order Information Please verify that the product information is correct and select the format(s) you require. CDN Business Transformation and Market Analytics 2012 2014 Product Formats Please select the product formats and the quantity you require. 1 User License--USD 2 495.00 Quantity: _____ Contact Information Please enter all the information below in BLOCK CAPITALS Title: Mr Mrs Dr Miss Ms Prof First Name: _____________________________ Last Name: __________________________________ Email Address: __________________________________________________________________________ Job Title: __________________________________________________________________________ Organization: __________________________________________________________________________ Address: __________________________________________________________________________ City: __________________________________________________________________________ Postal / Zip Code: __________________________________________________________________________ Country: __________________________________________________________________________ Phone Number: __________________________________________________________________________ Fax Number: __________________________________________________________________________CDN Business Transformation and Market Analytics 2012 2014 (From Slideshare) Page 6/7
  7. 7. Find Industry reports, Company profilesReportLinker and Market Statistics >> Get this Report Now by email! Payment Information Please indicate the payment method, you would like to use by selecting the appropriate box. Payment by credit card Card Number: ______________________________________________ Expiry Date __________ / _________ CVV Number _____________________ Card Type (ex: Visa, Amex…) _________________________________ Payment by wire transfer Crédit Mutuel RIB : 10278 07314 00020257701 89 BIC : CMCIFR2A IBAN : FR76 1027 8073 1400 0202 5770 189 Payment by check UBIQUICK SAS 16 rue Grenette – 69002 LYON, FRANCE Customer signature:   Please note that by ordering from Reportlinker you are agreeing to our Terms and Conditions at http://www.reportlinker.com/index/terms Please fax this form to: Europe, Middle East and Africa : + 33 4 37 37 15 56 Asia, Oceania and America : + 1 (805) 617 17 93CDN Business Transformation and Market Analytics 2012 2014 (From Slideshare) Page 7/7

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