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451 Research - Biography

Jim Davis
Senior Analyst, Networks & Media

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

Verizon shows off EdgeCast, upLynk acquisitions at broadcaster's confab
HITS Insight - April, 2014
Verizon Digital Media Systems Group is where the EdgeCast CDN services reside now. Executives say they are getting good reception from broadcasters that want a simpler, less expensive means for delivering their content to consumers.
Cedexis sees more customers measuring and moving between cloud providers
HITS Insight - April, 2014
The company is claiming 100% revenue growth as enterprises continue to look for ways to ensure application performance across an increasingly complicated mix of private datacenter, public cloud and mobile environments.
Dyn helps consolidate in DNS again with Nettica acquisition
HITS Insight - April, 2014
The company has made its first acquisition of 2014, marking a return of sorts to its ongoing role in the consolidation of DNS service providers, with a deal to buy Nettica.
Akamai dials up deal with Telefónica for range of CDN services
HITS Insight - March, 2014
Akamai and Telefónica have signed a deal that will have Europe's second largest telecom firm (after Vodafone) offering the entire suite of Akamai's content delivery, acceleration and security services.
CloudEndure unveils DR for public cloud
HITS Insight - March, 2014
CloudEndure has been working on building a DR service that is aimed at SMBs using Amazon Web Services' public cloud. Can it build a business when the old guard of DR and a gaggle of newcomers are looming nearby?
DreamHost equips cloud storage product with Fastly-powered CDN
HITS Insight - March, 2014
Web and application hosting provider DreamHost launched a CDN service this week as a core feature of its DreamObjects cloud storage service. The CDN is powered by Fastly, and strengthens the appeal of the storage product.
ChinaCache closes out 2013 strong, looks to carrier deals and cloud to grow CDN in 2014
HITS Insight - March, 2014
ChinaCache leveraged its position as a key CDN player in China to grow revenue 35% in 2013. Carrier deals and fast growth in cloud use will be drivers in 2014, so now the question becomes whether the company can grow profitably.
MaxCDN focuses on branding, engineering as it seeks to continue fast growth in CDN market
HITS Insight - March, 2014
To double in size again this year, the company is simplifying its branding and making it easier to use its offering via integration with Cedexis' Fusion monitoring and reporting service.
German DDoS specialist Link11 emerges at RSA 2014
HITS Insight - March, 2014
The annual RSA Conference is seen as a top-level event by companies wanting to raise their profile in the security market. Link11 is one such firm, with ambitions to expand further into Europe and the US in 2014.
Mobile operators expected to add more cache to the RAN in 2014 with Saguna Networks
HITS Insight - February, 2014
Saguna Networks is expecting 2014 to be the year that its technology starts to get incorporated into providers' toolsets for wireless services, and a new open API is part of the plan.
Limelight Networks closes fiscal 2013 with some positive signs but faces challenges
HITS Insight - February, 2014
The company reported Q4 revenue of $42.2m, which was down 9% on a yearly basis. Revenue is expected to drop in 2H 2014 as a key customer migrates away, but there are hopes that issue can be mitigated.
Imperva ups stake in Incapsula as the DDoS market heats up
HITS Insight - February, 2014
The provider of cloud-based security services has seen a fivefold increase in customer count in 2013. The momentum is strong enough that parent company Imperva has acquired the remaining portion of Incapsula that it didn't already own.
Akamai earnings accelerated in 2013; can it continue in 2014?
HITS Insight - February, 2014
The company posted 15% y/y revenue growth in 2013. Despite reports of customers building or buying their own CDNs, 2014 should also get off to a good start.
Qwilt goes 'live,' adds live streaming to caching appliances
HITS Insight - February, 2014
The provider of transparent caching and video delivery technology has added support for live stream delivery to its platforms as service providers start to contend with a new wave of video traffic.
Defense.net takes on primary role for distributed denial-of-service protection
HITS Insight - January, 2014
Defense.net, a startup aiming to block the ever-growing problem of DDoS attacks, is now offering a service on the front lines of the war against the bots.
Limelight refines market positioning after WCM divestiture
HITS Insight - January, 2014
Selling a piece of its 'digital presence' business has Limelight adjusting its orientation to enabling 'digital experiences' via its CDN.
Akamai, Qualcomm show ways to move more video to the home at CES
HITS Insight - January, 2014
Every January at the Consumer Electronics Show in Las Vegas, consumer electronics firms like to show off whiz-bang devices. Akamai and Qualcomm's Atheros subsidiary try to paint a picture of the future of online video delivery to the home.
Staminus rides wave of interest in DDoS protection services
HITS Insight - January, 2014
The company is looking to leverage growing attention around DDoS protection services into a higher profile in the marketplace.
CDNetworks accelerates growth in 2013, looks ahead to adding more logos in 2014
HITS Insight - January, 2014
After closing out a strong 2013 with a claimed 30% year-over-year growth in revenue, CDNetworks executives are now aiming to achieve even faster growth in 2014 even as the company faces an altered market landscape.
CDN deals show how much the network 'edge' matters
HITS Insight - December, 2013
December has been a memorable one for the CDN market, with several acquisitions both major and minor already on the books. What is driving the spurt of deals in 2013? Will it continue into 2014?
Arbor Networks offers enterprises, channel partners a cloud-based DDoS service
HITS Insight - December, 2013
The company's technology for DDoS protection is well established in the market, but the rise of cloud-based services presents challenges to its core revenue. That's why its Arbor Cloud service bears watching.
Verizon leaps into the CDN market with EdgeCast acquisition
TDM Deal Analysis - December, 2013
Verizon's reach for EdgeCast Networks, which is the largest purchase of a CDN vendor, is likely to shuffle market share and partnership arrangements in the space.
Akamai buys Prolexic on Cyber Monday to add to its security portfolio
TDM Deal Analysis - December, 2013
Akamai hands over $370m for the DDoS mitigation service provider. Prolexic focuses on defending datacenters against DDoS attacks and has enterprise networking clients – an area where Akamai is trying to expand.
Yottaa's new Engagement Cloud service highlights different approach to market
HITS Insight - December, 2013
The company's new Engagement Cloud service combines CDN and monitoring into one offering that Yottaa is pitching as a way for customers to boost user engagement.
DeepField Networks gets its cloud service-mapping tool deeper into provider networks
HITS Insight - November, 2013
DeepField Networks has worked over the course of the last year to map cloud services—and with its Cloud Intelligence service now generally available, there is some more visibility into DeepField's progress with its business.
Level 3 refines approach to marketing CDN and the video cloud
HITS Insight - November, 2013
The company has long offered a mix of broadcast and IP network services. While Level 3 continues to expand its capabilities, equally importantly, it thinks it has found a way to market and sell those services to a broader audience.
ChinaCache continues enterprise push, but a big CDN customer pushes back
HITS Insight - November, 2013
The company reported net revenue of $45m in Q3, which came in slightly above expectations. But the bottom line was a net loss as a contract dispute led to management having to write off a chunk of income.
Instart Logic adds tools to speed Web apps, signs new customers
HITS Insight - November, 2013
The startup emerged earlier this year with a $17m funding round. It recently announced some technologies that will help speed the delivery of Web applications even further, and landed some new customers.
Akamai signs on Turk Telecom, then acquires tech for enterprise WANs
HITS Insight - November, 2013
The company has several important initiatives on tap to keep growth going into the coming year. A new telco partnership and its first acquisition of 2013 serve to highlight some of the opportunities – and challenges – that lie ahead.
Limelight CDN revenue still shrinking, but is a turnaround in sight?
HITS Insight - November, 2013
The company reported Q3 2013 revenue that declined from year-ago results. But with customer and employee churn down and new features on the horizon, is this the start of a turnaround?
LeaseWeb builds a CDN to complement its hosting business
HITS Insight - October, 2013
The firm decided to build its own CDN rather than partner. Interestingly enough, it's getting overtures from other CDNs wanting to deliver content via its service.
Level 3 strategy, guidance essentially unchanged after Q3 earnings report
HITS Insight - October, 2013
It's steady as she goes for Level 3 Communications as the company looks ahead to Q4 and continues to focus on connecting enterprises with high-speed IP services.
NTT Communications acquires Virtela and almost all of RagingWire
HITS Insight - October, 2013
NTT Com picks up 80% of RagingWire and all of communication services firm Virtela as it continues to expand its global cloud and datacenter footprint.
Fastly adds streaming to CDN service to broaden appeal
HITS Insight - October, 2013
The small CDN service provider has been quietly operating and building up its customer base. This year, with a funding round and the introduction of streaming video features, it is laying claim to being a full-service CDN.
Akamai Q3 earnings top expectations, sets lower expectations for Q4
HITS Insight - October, 2013
The company's revenues for Q3 came in above the top end of guidance, reaching $396m. But an expected deal renewal might affect Q4 revenues.
451 Research to present at Capacity North America
HITS Insight - October, 2013
Executives will be gathering in Toronto at the Capacity North America conference to keep abreast of changes in the carrier and datacenter markets. We offer up a preview of what to expect.
Limelight revs up its CDN – will it regain its footing?
HITS Insight - October, 2013
The company says with a set management team and the second significant revision to its core CDN platform this year, it is hoping to build some momentum going into 2014.
Jet-Stream reemphasizes its StreamZilla service
HITS Insight - October, 2013
The market opportunity for telco/carrier CDNs was hot once, but constant strategic repositioning and long bid processes has led Jet-Stream to reconsider its development priorities.
Akamai hopes to woo developers with Open API plan
HITS Insight - October, 2013
The company has unveiled a strategy for opening up APIs to allow developers to use services normally controlled by Akamai itself. It's all part of a growth strategy that will rely more on developers outside its own walls.
Equinix's Ad-IX ecosystem grows - why it matters to the enterprise
HITS Insight - October, 2013
Partner participation for Equinix's Ad-IX digital advertising ecosystem for video advertising is growing. We talk about why tech vendors and enterprises upstream should take note of Equinix's concept.
EdgeCast Networks' new DNS service is an opening to a larger security play
HITS Insight - October, 2013
The company is continuing an onslaught of new service launches this year with a new hosted DNS service called EdgeCast Route that will also potentially form the basis for security services yet to come.
Riverbed and Joyent partner for on-demand CDN
HITS Insight - October, 2013
The two companies have extended their partnership to create an on-demand content delivery service using Joyent's cloud infrastructure and Riverbed's Stingray ADC software. Will it cause headaches for CDN service providers?
Lagrange offers up new cloud and application load balancing service
HITS Insight - October, 2013
The company combines the function of application delivery controllers, load balancers, caching servers and more into a service as it seeks to orchestrate application performance and availability across public and private cloud resources.
Defense.net launches new DDOS protection service
HITS Insight - September, 2013
This startup is aiming to take a different tack to the seemingly ever-growing problem of DDOS attacks. How will it fare against bigger players in the market?
AT&T talks about the shape of clouds to come
HITS Insight - September, 2013
AT&T's cloud strategy has evolved along with the market; what's interesting is how its mobility and network services business is informing its cloud strategy.
Azure partners with AT&T for direct links
HITS Insight - September, 2013
Beginning in 2014, Microsoft Windows Azure will be using AT&T's network services to allow for direct connections between enterprise networks and Azure datacenter locations.
SwiftServe scales up CDN services with focus on APAC service providers
HITS Insight - September, 2013
The firm isn't well known in the global CDN market - yet. It is aiming CDN and caching technology at the telco and ISP Asia-Pacific market, and that could put it in an interesting position a few years down the road.
EdgeCast, SwiftServe help build more CDNs in APAC
HITS Insight - September, 2013
The companies both announced deals this week to provide service providers in Taiwan with CDN services and technology, providing further fuel for Asia-Pacific CDN market growth.
Cedexis makes pitch for cloud SLA monitoring with new features
HITS Insight - September, 2013
Cedexis unveiled updates to its Radar monitoring service that should enhance its appeal to enterprises needing to monitor their vendors' performance against SLAs.
Qwilt adds $16m of cushion for its caching platform
HITS Insight - September, 2013
The provider of transparent caching and video delivery technology recently announced it has raised a $16m round of funding as it seeks to expand its footprint within service provider networks.

 

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