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CDN Future Scenarios: A growing market delivers new business opportunities

Abstract

Dramatic growth in online video consumption, together with the emergence of cloud computing and the proliferation of new Internet-enabled devices are radically transforming the content delivery network landscape for operators, traditional CDNs and content providers alike.

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Chris Drake, Senior Analyst, Informa Telecoms & Media

Informa Telecoms & Media's new report on content delivery networks (CDNs) assesses the opportunities available to telecoms operators, content providers, traditional CDN providers and other companies in the content delivery market.

Overview:

Content delivery networks (CDNs) already play a fundamental role in ensuring that the Internet works, supporting almost every major commercial online service in the world. However, the market for CDN services is currently undergoing a major transformation which will radically change the way online services are delivered and broadband networks are built.

The CDN market was traditionally dominated by a tiny handful of companies which provide CDN services via operators' broadband networks. However, that situation is rapidly changing and the market is now witnessing the emergence of a host of new CDN service providers, most notably, the broadband network operators themselves.

Despite the continued arrival of new market participants, the ability of all of them to profit from CDN services is far from self-evident. Video-delivery costs are low and falling, and many content providers remain skeptical about the actual value of features unique to operator CDNs, such as greater reach and assured quality-of-service.

Informa Telecoms & Media's new report on CDNs assesses the opportunities available to telecoms operators, content providers, traditional CDN providers and other companies in the content delivery market. It also explores the CDN business models and strategies currently being pursued by a range of market participants. Finally, the report charts the future evolution of the CDN market. It includes a comprehensive set of forecasts which predict how the market will grow in terms of revenues and bandwidth.

How will this research help you:

  • Navigate the changes currently shaping the CDN market
  • Learn about which CDN business model is the best fit for your business
  • Assess competitor positioning and strategies
  • Recognize the future opportunities which CDNs offer your business.

Countries/regions covered:

  • Western Europe, including France, Germany, Italy, Spain and the UK
  • Eastern Europe, including Russia
  • Asia Pacific, including Australia, China, India, Japan and South Korea
  • North America, including Canada and the US
  • Latin America, including Argentina and Brazil
  • Middle East, including Saudi Arabia
  • Africa, including South Africa

Case studies include:

  • Akamai
  • AT&T
  • EdgeCast
  • CDNetworks
  • KDDI
  • KT
  • Limelight Networks
  • Level 3
  • Tata Communications
  • Telecom Argentina
  • Telecom Italia
  • Telefonica
  • Telstra
  • Orange
  • Pacnet
  • Vodafone

Contributing Analysts

  • Chris Drake, Senior Analyst, Informa Telecoms & Media
  • Tony Brown, Senior Analyst, Informa Telecoms & Media
  • Dimitris Mavrakis, Principal Analyst, Informa Telecoms & Media
  • Giles Cottle, Principal Analyst, Informa Telecoms & Media

Table of Contents

Contributing analysts

CDN Future Scenarios Executive Summary - PPT (33 slides)

CDN Revenue Forecasts, 2011-2017 - Excel file

CDN traffic and revenues: Global summary and forecasts

  • Fig. 1: Global, commercial and private CDN traffic, 2010-2017
  • Fig. 2: Global, CDN revenues, 2010-2017
  • Fig. 3: Global, CDN revenue shares, by region, 2012
  • Fig. 4: North America, CDN revenue share, by country, 2012
  • Fig. 5: Western Europe, CDN revenue, market shares of major markets, 2012
  • Fig. 6: Asia Pacific, CDN revenue, market shares of major markets, 2012
  • Fig. 7: Eastern Europe, market shares of Russia and the rest of the region, 2012
  • Fig. 8: Latin America, CDN revenue, market shares of Brazil and the rest of the region, 2012
  • Fig. 9: Africa and Middle East, CDN revenue shares, 2012
  • Fig. 10: Global CDN revenues, by region and major markets, 2010-2017
  • Fig. 11: Global CDN revenues, by region, 2010-2017
  • Fig. 12: Example prices per CDN traffic unit

CDN strategies: "Pure-play" providers face growing competition, specialization and consolidation

  • Fig. 1: CDN market timeline
  • Fig. 2: Selected traditional and pure-play CDNs
  • Fig. 3: CDN service provider value chain
  • Fig. 4: CDN customers by type and requirement
  • Fig. 5: Telcos reselling a CDN service, or using a managed or licensed product
  • Fig. 6: CDN market drivers and inhibitors
  • Fig. 7: SWOT analysis of the "pure-play" CDN market

CDN strategies: Network-operator CDNs face increasing innovation, diversification and collaboration

  • Fig. 1: Global, operator CDNs, by region, 2005-1H12
  • Fig. 2: Global, wholesale CDN deployments, 2011-1H12
  • Fig. 3: Market entry routes for operator CDNs
  • Fig. 4: Retail and wholesale CDNs
  • Fig. 5: Retail CDN strategies
  • Fig. 6: CDN platform manufacturers
  • Fig. 7: CDN federation models
  • Fig. 8: SWOT analysis of the operator CDN market

Case study: Akamai's CDN strategy

  • Fig. 1: Key facts: Akamai
  • Fig. 2: Akamai caches content close to end user
  • Fig. 3: Akamai product portfolio
  • Fig. 4: Akamai CDN customers, selected examples by type of service
  • Fig. 5: Akamai's revenue split by type, 2008-2011 (US$ mil.)
  • Fig. 6: Akamai's revenue split by region, 2010

Case study: EdgeCast Networks' CDN strategy

  • Fig. 1: Key facts: EdgeCast Networks
  • Fig. 2: EdgeCast Networks' points of presence
  • Fig. 3: EdgeCast's operator CDN business models
  • Fig. 4: Global, Internet traffic by type, 2010-2015
  • Fig. 5: EdgeCast's CDN customers, 2009-2011
  • Fig. 6: EdgeCast's operator partners, by CDN type, Jan-12

Case study: ChinaCache's CDN strategy

  • Fig. 1: ChinaCache key company milestones
  • Fig. 2: ChinaCache client base
  • Fig. 3: ChinaCache financial and customer growth, 2007-2011
  • Fig. 4: China, 3G subscriptions and total mobile subscriptions, 2008-2011
  • Fig. 5: SWOT analysis of ChinaCache's CDN strategy

Case study: Level 3's CDN strategy

  • Fig. 1: Key facts: Level 3
  • Fig. 2: Level 3's CDN points of presence
  • Fig. 3: Level's core CDN objectives
  • Fig. 4: Level's CDN business model
  • Fig. 5: Level 3 revenues, 3Q11-3Q12
  • Fig. 6: Level 3 CDN customers, recent contracts
  • Fig. 7: SWOT analysis of Level 3's CDN strategy

Case study: Tata Communications' CDN strategy

  • Fig. 1: Key facts: Tata Communications
  • Fig. 2: Tata Communications' CDN points of presence
  • Fig. 3: Tata Communications' three core CDN objectives
  • Fig. 4: Tata Communications' product portfolio
  • Fig. 5: Tata Communications' CDN competitors
  • Fig. 6: Tata Communications revenues, 2010-2011
  • Fig. 7: Tata Communications' CDN customers: Recent contracts
  • Fig. 8: India, Internet traffic by type, 2010-2015
  • Fig. 9: SWOT analysis of Tata Communications' CDN strategy

Case study: Telefonica's CDN strategy

  • Fig. 1: Key facts: Telefonica
  • Fig. 2: Telefonica's CDN points of presence
  • Fig. 3: Spain and Latin America, Internet traffic by type, 2010-2015
  • Fig. 4: Telefonica's CDN architecture
  • Fig. 5: Telefonica: Key CDN competitors

Case study: The FT-Orange Group's CDN strategy

  • Fig. 1: Key facts, France Telecom-Orange
  • Fig. 2: France Telecom-Orange CDN points of presence
  • Fig. 3: France Telecom Orange's three core CDN objectives
  • Fig. 4: France Telecom-Orange on the content-delivery value chain
  • Fig. 5: France, Internet traffic by type, 2010-2015
  • Fig. 6: France Telecom-Orange revenue, 2011
  • Fig. 7: SWOT analysis of France Telecom-Orange's CDN strategy

Case study: Telstra's CDN strategy

  • Fig. 1: Telstra's three core CDN objectives
  • Fig. 2: Telstra CDN architecture
  • Fig. 3: Current and future services offered on Telstra's CDN
  • Fig. 4: SWOT analysis of Telstra's CDN strategy

Battle for South Korea: Telecoms operators and specialists fight for CDN market share

  • Fig. 1: CDNetworks, key CDN customers
  • Fig. 2: CDNetworks, global network coverage
  • Fig. 3: KT, timeline for deployment of ICS platform
  • Fig. 4: KT, key CDN customers
  • Fig. 5: KT, global CDN nodes

The impact of video and CDN in mobile

  • Fig. 1: Mobile CDN and video value chain
  • Fig. 2: Drivers and inhibitors for mobile CDN companies
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