CDNs (Content Delivery Networks) are generating double-digit top line revenue growth in 2010, a convincing turnaround from the single-digit increase in 2009. CDNs are writing new contracts at a 26.7% annualized pace, and poised to produce $1.5 billion in 2010 revenue.
TABLE OF CONTENTS:
EXECUTIVE SUMMARY | 1 | |||
CDN Market Performance Dynamics and Business Trends 2010 – 2012 | 1 | |||
CDN Market Revenue Analysis: 2003 – 2012 | 1 | |||
CDN Revenue and Account Growth Rates: 2006 - 2010 | 3 | |||
Entertainment and media forecast to account for 30.4% of CDN revenue in 2010, comparable to 2009 | 3 | |||
Entertainment Media Revenue Share of CDN Market: 2006 - 2010 | 4 | |||
Media and entertainment contract value to exceed $461 million in 2010 | 4 | |||
Professional video content categories including advertising networks and download media are highly penetrated by CDNs | 5 | |||
SECTION ONE | 8 | |||
Introduction and 2010-2012 Overview | 8 | |||
CDN 2010 - 2011: Revenue, Cap Ex, R & D, Operational Performance Summary Analysis | 8 | |||
Terminology Definitions | 8 | |||
CDN Market Performance Dynamics and Business Trends 2010 – 2012 | 10 | |||
CDN Market Revenue Analysis: 2003 – 2012 | 13 | |||
CDN Monthly Recurring Revenue Analysis: 2005 - 2010 | 13 | |||
CDN Revenues Forecast at $1.52 Billion in 2010, Up 18.5% Over 2009 | 15 | |||
CDN Market Revenue Analysis: 2003 - 2010 | 17 | |||
CDN Revenue Growth Rates Historically Accelerate Through the Year | 17 | |||
Retail Contracts Forecast to Increase by 26.7 in 2010 | 18 | |||
CDN Annual Accounts: 2005 - 2010 | 19 | |||
CDN Revenue and Account Growth Rates: 2006 - 2010 | 20 | |||
CDN MRR is Forecast to Fall by 8% in 2010 | 20 | |||
CDN Monthly Recurring Revenue Analysis: 2005 – 2010 | 21 | |||
Entertainment and Media Forecast to Account For 30.4% of CDN Revenue in 2010, Comparable to 2009 | 23 | |||
Entertainment Media Revenue Share of CDN Market: 2006 - 2010 | 23 | |||
Media and Entertainment Contract Value to Exceed $461 Million in 2010> | 24 | |||
Total Media and Entertainment CDN Contract Value: 2006 - 2010 | 24 | |||
Sever Deployments to Increase by 31% in 2010 | 24 | |||
CDN Media Server Deployment: 2005 - 2010 | 25 | |||
Cap Ex Investment Forecast to Rise by24.8% in 2009 | 26 | |||
CDN Cap Ex Investment: 2007 - 2010 | 26 | |||
Server Deployment Growth Rates Tracking More Closely with Account Growth in 2010 | 26 | |||
Cap Ex Analysis: Server Deployments and Account Growth | 27 | |||
U.S. Captures 55.6% of Global CDN Revenue in 2010 | 27 | |||
Commercial Market Value For Audio and Delivery Estimated at $672.2 Million in 2010 | 30 | |||
Commercial Bandwidth Market Value: Audio/Video 2006 - 2010 | 30 | |||
COGS and Retail Contract Analysis Indicate CDN Gross Margins are Healthy and Costs/Pricing in Equilibrium in 2010 | 31 | |||
Average Retail Bandwidth Costs, COGS Analysis: 2006 - 2010 | 31 | |||
Entertainment and Media Accounts Generated $461.6 Million in Retail and Wholesale Market Value in 2010 | 33 | |||
Total Media and Entertainment CDN Contract Value: 2006 - 2010 | 33 | |||
Streaming/HTTP Content Category Share: Commercial Market Value 2006 – 2010 | 34 | |||
Retail Contract Pricing For Bandwidth Exhibited A Slower Rate of Decline in 2010 Compared to 2009 | 35 | |||
Retail Contract Pricing: 2006 - 2010 | 36 | |||
Pricing Declines for Retail Contracts are Less Steep Than Those Seen in the Wholesale Business in 2010 | 37 | |||
Annual Pricing Comparison: Retail Versus Transit 2006 - 2010 | 38 | |||
SECTION TWO | 40 | |||
CDN Entertainment and Media Market Performance Analytics 2010 | 40 | |||
Commercial Market Value of Media and Entertainment Estimated at $672.2 Million in 2010 | 40 | |||
CDN Bandwidth Services Category Share: 2010 Year End Estimate | 41 | |||
Professional Video Content Categories Including Advertising Networks and Download Media are Highly Penetrated by CDNs | 42 | |||
2010 Full Year Estimates: Bandwidth Services Analysis by Content Vertical | 44 | |||
Online Music Listening Hours Per Month Average 697.2 Million in 2010 (Including Individual Track Plays) | 44 | |||
Online Video: Professional Entertainment and Media Bandwidth Services Analysis and Market Size | 47 | |||
UGC Views are Averaging 10.8 Billion Per Month in 2010 | 48 | |||
User Generated Video Pricing and Market Analysis: 95th Percentile Estimates | 49 | |||
Pre Roll Advertising As A Media Type and Marketing Vehicle Has Expanded Dramatically Over the Past Year; There is an Average of 2.99 Billion Pre Roll Ads Delivered Per Month in 2010 | 50 | |||
Video Advertising: Pre Roll Avail Bandwidth Services Analysis and Market Size | 51 | |||
In-Banner Video Impressions Averaging 15.8 Billion Delivered Per Month in 2010 | 52 | |||
In-Banner Video Advertising: Bandwidth Services Analysis and Market Size | 52 | |||
Music Downloads Forecast at 5.3+ Billion Units in 2010; Movie and TV Show Downloads at 193.2 Million | 53 | |||
Download Bandwidth Services Analysis and Market Size | 54 | |||
Podcast Downloads (Audio and Video) are Forecast at 8.4 Billion in 2010 | 55 | |||
Podcasting Bandwidth Services Analysis and Market Size | 55 | |||
Transit Bandwidth Services Segment Analysis: 2010 | 56 | |||
Internet Radio: Backhaul Bandwidth Services Market Value (95th Percentile Analysis) | 56 | |||
Professional Video: Transit Bandwidth Services Market Value (95th Percentile Analysis) | 57 | |||
User Generated Video Transit Pricing and Market Analysis (95th Percentile Analysis) | 58 | |||
Video Advertising: Pre Roll Transit Bandwidth Services Market Size (95th Percentile Analysis) | 59 | |||
In-Banner Video Advertising: Transit Bandwidth Services Market Size (95th Percentile Analysis) | 60 | |||
Download Transit Bandwidth Services Market Size (95th Percentile Analysis) | 61 | |||
Podcasting Transit Bandwidth Services Market Size (95th Percentile Analysis) | 62 | |||
Commercial Market Value of Media and Entertainment Estimated at $628 Million in 2009 | 63 | |||
CDN Bandwidth Services Category Share: 2009 Year End Estimate | 64 | |||
CDN Bandwidth Services Category Share: 2008 Year End Estimate | 65 | |||
CDN Bandwidth Services Category Share: 2007 Mid Range Estimate | 66 | |||
CDN Bandwidth Services Category Share: 2006 Mid Range Estimate | 67 | |||
SECTION THREE | 68 | |||
CDN Revenue is Forecast at $1.5 Billion in 2010 | 68 | |||
CDN Market Revenue Analysis: 2003 - 2012 | 69 | |||
The Top Four CDNs Control 89.9% of Segment Revenue in 2010 | 70 | |||
CDN Revenue 2010 (Est.) | 70 | |||
Akamai Powers 23.7% of Total CDN Accounts in 2010; Edgecast 11.7% | 71 | |||
CDN Account Share: 2010 | 72 | |||
There are 15,393 Total CDN Accounts in 2010 | 73 | |||
CDN Annual Accounts: 2005 - 2010 | 74 | |||
Account Growth and Revenue Growth Inverted in 2009 | 74 | |||
CDN Revenue and Account Growth Rates: 2006 - 2010 | 75 | |||
MRR Averaged $8,108 in 2010, Down 8% From 2009 | 75 | |||
CDN Monthly Recurring Revenue Analysis: 2005 - 2010 | 76 | |||
CDN Segment: Summary Revenue, Account, Performance Metrics and Infrastructure Profile and Analysis 2003 - 2012 | 77 | |||
Server Deployments Increased by 31% in 2010 | 79 | |||
CDN Media Server Deployment: 2005 - 2010 | 79 | |||
Account Growth and Server Investment are More Closely Aligned in 2010 | 79 | |||
CDN Cap Ex Investment: 2007 - 2010 | 80 | |||
Cap Ex Analysis: Server Deployments and Account Growth | 80 | |||
SECTION FOUR | 82 | |||
Pro Video Delivery Ranked by CDN Contract/Vendor | 82 | |||
Professional Video: 2010 YTD | 83 | |||
SECTION FIVE | 122 | |||
UGC is A Highly Concentrated Content Segment, Predominately Self-Hosted, but CDNs are Making Inroads | 122 | |||
Hosted UGC Sites and Networks | 123 | |||
SECTION SIX | 128 | |||
Online Music Radio Listening Increasingly Delivered by CDNs | 128 | |||
Approximately 33% of Total Listening Hours are Delivered through CDN Contracts | 128 | |||
Online Music Radio: 2010 YTD | 129 | |||
SECTION SEVEN | 138 | |||
Q&A | ||||
Hosted UGC Sites and Networks | 123 | |||
ABACAST | 138 | |||
AKAMAI | 143 | |||
BITGRAVITY | 154 | |||
CACHEFLY | 158 | |||
CDNETWORKS | 163 | |||
COTENDO | 168 | |||
EDGECAST | 172 | |||
HIGHWINDS | 178 | |||
INTERNAP | 184 | |||
LEVEL 3 | 190 | |||
LIMELIGHT NETWORKS | 195 | |||
MIRROR IMAGE | 200 |
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