451 Research - Biography


Jim Davis
Senior Analyst, Service Providers

Jim Davis is a Senior Analyst with 451 Research whose coverage includes content delivery networks and cloud computing services. Jim consults with service providers, investors and vendors on emerging technologies and trends in digital content distribution and cloud services. Jim has spoken at industry events such as 451 Research's Hosting Transformation Summit, CDN Strategies Summit, Streaming Media West, and Canadian Venture Capital Association's annual meeting. Jim has been cited in publications ranging from the San Jose Mercury News to Wired. Jim has served as a Senior Analyst at 451 Research since 2000.

Previously, he tracked PC manufacturers such as Apple and covered developments in interactive television for CNET News.com. He received recognition for his work at CNET from the Society of Professional Journalists and the Computer Press Association.

Jim has a BA in English from the University of California and an MA in American Studies from the University of Wyoming.



Reports by this Analyst

Limelight Networks revs CDN platform, sees revenues grow as a result
MIS Impact Report - August, 2015
The company has upped guidance for 2015 revenues based on its ability to make improvements to its CDN platform and tap into a core base of customers that are buying additional bandwidth and services. Exceeding expectations in 2016 will require casting a wider net.
Akamai continues strong growth in Q2, looks to bolster enterprise presence
MIS Impact Report - July, 2015
With all segments of Akamai's CDN business performing well even compared with strong 2014 results, the focus again is on the 'slowest' growing component – performance services. Its forthcoming enterprise security offerings have the potential to be a beachhead for the mobile and enterprise acceleration services.
CDNetworks revs up security offerings, adds WAF to enhance DDoS offering
MIS Impact Report - July, 2015
The company is building on its existing security service with new features and technologies, including a Web application firewall from both internal development and its partnership with Fireblade, as the company seeks to bolster its position in the CDN market
Instart Logic adds funding, another round of upgrades to delivery platform
MIS Impact Report - July, 2015
The company has added to its war chest with a $43m funding round led by new investors. Instart Logic also added more features to a revised CDN platform as it seeks to broaden its appeal to the enterprise market – and go up against competitors such as Akamai.
Level 3 buys Black Lotus to enhance DDoS protection capabilities
TDM Deal Analysis - July, 2015
Best known for making multibillion-dollar deals for companies such as Global Crossing and tw telecom, Level 3 has gone small and strategic with its acquisition of Black Lotus, a provider of distributed denial-of-service attack protection services. Terms of the deal were not disclosed, but 451 Research estimates that Level 3 paid $30-50m for Black Lotus.
Arbor and Cisco continue their security collaboration, virtually
MIS Impact Report - June, 2015
Arbor Networks' partnership with Cisco is expected to continue to be a key source of growth in 2015, along with the increasing interest that enterprises are showing in integration between on-premises equipment and cloud-based services.
Level 3 looks to secure more enterprise growth with new DDoS-detection service
MIS Impact Report - June, 2015
With the tw telecom acquisition under its belt, Level 3 has placed its bet for growth on the enterprise market. Within this market, multinational corporations with hundreds of sites and tens of thousands of employees are key targets for Level 3's recently introduced DDoS-detection and -mitigation service.
ChinaCache prepares to face stronger competition in CDN market
MIS Impact Report - June, 2015
The company posted a strong first quarter in terms of revenue, but a spate of announcements from competitors suggests that ChinaCache has its work cut out for it this year.
TwinPrime focuses acceleration technology on 'air gap' between device and network
MIS Impact Report - May, 2015
The startup has $9.5m in funding and a technology for content delivery that uses data from the device and application to create strategies for accelerating application performance - on the fly.
MaxCDN aims for growth in 2015 via reseller channel, continued focus on developers
MIS Impact Report - May, 2015
The provider is aiming for double-digit percentage revenue growth again in 2015 as it adds more analytics features and more options for customization - including features that will make it easier to resell its CDN services.
Limelight Networks Q1: continues on the path to growth, boosts 2015 outlook
MIS Impact Report - May, 2015
The company continues on the path to growth, posting Q1 2015 revenue of $42.3m and boosting its 2015 outlook. Apart from increased sales of CDN services to existing customers, a new DDoS service could provide upside to the forecast this year.
Akamai reports strong Q1, aims to bolster portfolio with new security services
MIS Impact Report - April, 2015
The company pointed out that security revenue for the quarter aided top-line growth. Security revenue grew, representing 82% Y/Y, and new security services are in the pipeline. After reporting 16% Y/Y growth for 1Q, are there any weaknesses in the cloud and content-acceleration business?
Cloud and content drive growth in 2015 for 365 Data Centers
MIS Impact Report - April, 2015
After rebranding as 365 Data Centers in 2014, the company is reporting double-digit revenue growth. As content and cloud providers continue to move their resources closer to end users, 365 thinks it will stand to benefit with more growth in 2015.
IIX fuels expansion for interconnection services with funding, acquisition
MIS Impact Report - April, 2015
The provider of interconnection services has added $20m worth of fuel to the tank as it continues to expand via the acquisition of UK-based IX Reach.
ChinaCache looks to datacenter services, new CDN platform to spur growth in 2015
MIS Impact Report - April, 2015
The company charted a slower pace for revenue growth in Q4 2014 and Q1 2015, but growth should pick up again by Q2 as a migration to a new CDN platform wraps up and new services come online.
Akamai acquires Octoshape to enhance its video multicast capabilities
TDM Deal Analysis - April, 2015
CDN services provider Akamai has purchased Octoshape to add multicasting technology to its toolbox for video delivery. The deal comes at a time when service providers are worrying about an exponential increase in video traffic due to higher-resolution formats.
Radware bulks up DefensePro to take on bigger DDoS attacks, talks hybrid defense strategy
MIS Impact Report - April, 2015
Distributed denial-of-service attacks are getting bigger, and so are mitigation appliances like Radware's DefensePro x4420. But when attacks get too big for on-premises gear, Radware's got a cloud strategy too.
Limelight adds new DDoS-protection service, enhances CDN in bid for growth
MIS Impact Report - March, 2015
The company is taking an important step forward with the introduction of a new DDoS detection and mitigation service at a time where there is growing demand for cloud-based security services.
Instart Logic adds more smarts to accelerate Web app delivery
MIS Impact Report - March, 2015
The app delivery company has introduced a new technology for streaming JavaScript based on user behavior. This and other enhancements, including revisions to its HTML streaming technology, can deliver Web pages 20% faster than existing CDNs, Instart Logic claims.
Akamai's growth in 2014 might result in more acquisitions in 2015
HITS Insight - February, 2015
The company's FY 2014 revenue was up as it nears the $2bn mark for annual revenue. There's plenty of organic growth to come in the performance and security segment, but acquisitions are a strong possibility as the company seeks to continue double-digit growth in 2015.
Limelight Networks expects modest growth for CDN in 2015
HITS Insight - February, 2015
The company puts a rocky year in the books with revenues of $162.3m in 2014. However, Limelight expressed optimism that it could come closer to matching the overall CDN market growth rate in 2015.
Rev Software tackles mobile acceleration problem
HITS Insight - January, 2015
The startup is aiming to speed up content and application delivery by focusing on continuously and automatically retuning networking protocols. It has launched a CDN service, but has broader goals in mind.
ChinaCache banks on CDN growth in Q3 2014, datacenter facilities take shape
HITS Insight - November, 2014
The company's CDN business performed well in Q3 2014, and should provide a solid platform for growth in 2015, even as the company attempts to further diversify revenue streams with its move into MTDC services.
Akamai adds APIs and pricing options for SaaS providers
HITS Insight - November, 2014
Akamai, which already claims to have 18 of the top 20 SaaS providers as customers, wants to deepen its relationship with the SaaS market by offering up a tailor-made set of APIs, features and a new option for pricing its services.
Limelight Networks' Q3 continues to show signs of modest turnaround for CDN services
HITS Insight - November, 2014
After posting revenue of $39m for the quarter, management raised 2014 revenue guidance and expressed optimism that the company could come closer to matching the overall CDN market growth rate.
IIX acquires Allegro Networks to move faster into Europe with interconnection services
HITS Insight - November, 2014
International Internet Exchange (IIX) wanted to use the funding it secured earlier this year for business development activities. The provider of peering and interconnection services has done just that with the acquisition of UK-based Allegro Networks.
Akamai taps into media traffic growth, security services to again top quarterly targets
HITS Insight - October, 2014
On the 15th anniversary of its IPO, Akamai delivered another quarter of robust revenue and earnings growth. The company managed to exceed the top range of guidance by posting sales of $498m, an increase of 26% Y/Y.
NetScout's big play: Combine with Danaher's communications business to triple in size
TDM Post-Merger IQ - October, 2014
Network performance management vendor NetScout recently announced the acquisition of the much-larger Danaher's communications business. The all-stock transaction will create a billion-dollar APM/NPM/security powerhouse.
AT&T continues to adapt corporate structure, services for cloud era
HITS Insight - October, 2014
At AT&T's annual conference for industry analysts, executives outlined the company's efforts to reshape its corporate structure and development process as it seeks to become a more nimble supplier of information and communications technology for enterprises.
Fastly accelerates growth with $40m funding round
MIS Impact Report - September, 2014
The CDN service provider is aiming to accelerate its already fast-paced growth with a $40m series C round, boosting its total financing to date to $54m. Fastly has announced that some of the funding will be earmarked for product partnerships with enterprises.
ChinaCache's core CDN performance strong as it seeks to boost mobile, datacenter business
HITS Insight - August, 2014
The company plans to eventually diversify into the platform licensing and datacenter markets, but in Q2 2014, revenue growth came from its main CDN business. ChinaCache posted sales of $55.8m, an increase of 34% year over year.
Fireblade leverages hosting, cloud providers to tap market for security services
HITS Insight - August, 2014
Fireblade offers services that secure sites from DDoS and other harmful attacks. The company is aiming to accelerate growth via a fresh round of funding that will help it enlist more Web application hosting and cloud providers in its efforts to secure websites.
Level 3 works on expanding security, cloud networking services
HITS Insight - August, 2014
The company has decided to expand into new geographies by buying tw telecom. But what services might help it to expand wallet share with customers beyond core IP services while growing a streak of reporting profitable quarters?
Limelight Networks' Q2 offers glimpse of turnaround for core CDN services
HITS Insight - August, 2014
The company's revenue was up slightly compared with Q1, and its net loss narrowed with some improvement in core CDN services, but there's plenty of room for improvement in other offerings, such as storage.
Akamai Q2 earnings show long-term tilt toward performance and security solutions
HITS Insight - July, 2014
The World Cup was among the events we expected would help Q2 performance for Akamai, but its results were actually solid across multiple products. Strong growth in all product areas helped the company report revenue near the high end of guidance at $476m, up 25.9% YoY and 5% sequentially.
IIX hopes to interconnect cloud and enterprise more closely with new take on peering
HITS Insight - July, 2014
The young company wants to offer a new model of enterprise-to-enterprise and enterprise-to-cloud connectivity by adding a dose of virtualization to the process of peering. It now has another $10.4m in funding to do so.
Verizon's CDN adds a Web application firewall to its arsenal
HITS Insight - July, 2014
Verizon Digital Media Services, the home to the CDN formerly known as EdgeCast, is introducing a beta version of a Web application firewall (WAF) service that aims to extend Verizon's security offerings from the datacenter to the network edge.
Service Providers: Research agenda 2014-2015
MIS Spotlight - July, 2014
This report defines and describes key trends driving change within the 451 Service Provider channel and presents a list of relevant vendors – private and public cloud providers, Web and application infrastructure providers, and content delivery network providers. It sets the stage for research that will alert enterprises, vendors and investors to critical developments across these markets and the vendors offering technologies and services within them.
Neustar looks to boost capacity, offerings for DDoS protection in 2014 and beyond
HITS Insight - June, 2014
With moves by companies like Akamai, F5 and others to accelerate their growth in the DDoS mitigation market via M&A, Neustar is responding by building out its capacity and ramping up development efforts. What does Neustar have in store for DDoS and DNS services in 2014?
Instart Logic gets funding, adds features to its acceleration service
HITS Insight - June, 2014
The company is looking to highlight just how different its approach to performance services is from those of other CDNs by describing itself as having a software-defined application-delivery architecture.