Muji and Smorg and others do not feel Limelight’s tech is especially impressive or competitive. I won’t argue, but I would appreciate it if someone could explain how this could be the case when Limelight has earned these mega-customers, including the likes of HBO Max, Disney+, NBC’s Peacock, and even Amazon freaking Prime.
Limelight is a good CDN for cached video streaming. But, it’s a almost just a one-trick pony that way. For instance, Amazon switched its homepage and IMDB sites to Fastly last month: https://www.streamingmediablog.com/2020/05/fastly-amazon-hom…
Supported, btw, for IMDB switching to Fastly, by:
https://www.netify.ai/resources/applications/imdb
which includes the domain:
www-imdb-com.amazon.map.fastly.net
While cached video streaming is itself a growing business, I question whether a rising cached streaming tide lifting all boats is enough for Limelight. As Dan Rayburn’s article (above) says:
OTT video and software download traffic has very low margins, if any at all. Some of the largest customers get to set the price and CDNs that want that business don’t have much leverage to push back.
I don’t see how Limelights is a potential long-term play. Maybe catch a spike with some lockdown increased business, but growth from there is probably low double digits, below what we normally look for.
Of course, I could be missing something.