CDN Vendors Seeing More Pricing Pressure From The Largest Customers, Getting Less Traffic Commits And Growth [Seeking Alpha]
Piper Sandler Companies (PIPR)
Last piper sandler companies earnings: 5/1 08:04 am
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Source: Seeking Alpha
In Q1, Network Services comprised 79% of revenue, Security 18%, and Other 2.7%. Pressure on CDN pricing is as bad as always, with the largest customers demanding lower pricing, even without offering more traffic or larger commits. Some important data points about CDN pricing, vendor consolidation and market sizing came from Fastly's ( NYSE: FSLY ) earnings call and earnings results. For the first time, Fastly is breaking out revenue into three product lines: “Network Services” (solutions designed to improve the performance of websites, apps, APIs, and digital media), “Security” (products designed to protect websites, apps, APIs, and users) and “other” (emerging products offering which includes compute and observability products). In Q1, Network Services comprised 79% of revenue, Security 18%, and Other 2.7%. For all the talk in the cloud computing industry, very little revenue is being generated today across the industry from compute services. The company discussed the challe
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PIPR
Earnings
- 4/29/24 - Beat
PIPR
Sec Filings
- 5/7/24 - Form 4
- 5/7/24 - Form 10-Q
- 5/6/24 - Form 144
- PIPR's page on the SEC website