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albreznick
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albreznick,
User Rank: Blogger
12/10/2013 | 9:26:36 PM
Re: Verizon
So do you think yet another acquisition may be needed for Verizon? Or do they now have what they need to do whatever they're going to do? The plot thickens.
kk-1
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kk-1,
User Rank: Light Beer
12/10/2013 | 2:38:24 AM
Re: Verizon
$70M+ in financing means a post-money valuation of probably around $125M to $150M. Which means it's a 2X or so return for the VCs.

That begs the question - why did Edgecast sell for such a low multiple? Obviously, they wanted an exit and a better one didn't show up - which means they were likely not doing too well, and VDMS won't necessarily get lots of new business from this acquisition.
^ip4g^
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^ip4g^,
User Rank: Lightning
12/10/2013 | 2:13:55 AM
Re: Verizon
.. the same way BitGravity is with Tata Communications. Do they get really forged, going forward ?
David Dines
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David Dines,
User Rank: Blogger
12/9/2013 | 7:13:39 PM
Re: Verizon
Good question Alan, I would not try to guess what, if anything, is the end game for Verizon.  While they have been at this for a while, starting with Velocix, it is hard to know how much they dedicatd to making it happen. I would hypothesize that they tried to make it work first with a homegrown software, then they tried Velocix, then gave up and bought Edgecast.
albreznick
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albreznick,
User Rank: Blogger
12/9/2013 | 6:49:26 PM
Re: Verizon
Very interesting indeed. I wonder what Verizon is up to here too. If they were serious about CDNs, why didn't they start earlier and go bigger? Or do they have something else up their sleeves?
David Dines
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David Dines,
User Rank: Blogger
12/9/2013 | 3:44:20 PM
Re: Verizon
Very interesting development. I have noticed that the telcos in the past seem to consistently underestimate what it takes to make a global CDN network highly successful.  At least now Verizon will have a knowledgable sales and service staff. I have a wait and see attitude as to whether they will be able to increase market share - if the Terremark acquisition is any indicator, I would not expect great things out of this.
bosco_pcs
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bosco_pcs,
User Rank: Light Beer
12/9/2013 | 3:00:13 PM
Re: Verizon
Dan: 

if memory serves, folks like VZ and T would show their CDN ambition causing some discomfort to folks like AKAM and LVLT from time to time. Then the latter would respond saying they are more than just commoditized CDN providers

I have no clue abot EdgeCast but if VZ's hosting ACA is any guides, perhaps people should wait and see how the regular CDN gang turn out in the next few Qs before they draw any conclusions
wanlord
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wanlord,
User Rank: Light Sabre
12/9/2013 | 1:32:31 PM
Re: Verizon
I think it took someone too long and too much money to realize it wasn't worth trying to build it in house...
DOShea
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DOShea,
User Rank: Blogger
12/9/2013 | 12:27:25 PM
Verizon
Seems like Verizon is taking a much different direction than AT&T, which has been working closely with Akamai rather than trying to buy up CDNs.


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