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

Verizon seeing growth in interconnection services as enterprises go hybrid, multi-cloud
MIS Impact Report - September, 2016
The company wants to help coordinate the ease of use of applications in hybrid and multi-cloud environments. Its Secure Cloud Interconnect for connecting to cloud providers and Intelligent Cloud Control for cloud workload management are already seeing increasing deployment by customers.
CDNs enable cloud-resilient edge datacenters
MIS Spotlight - September, 2016
CDNs are key to the functioning of the modern internet, especially given the escalating demand for bandwidth-hungry content. Essentially dedicated private networks of thousands of specialist edge servers and storage, CDNs are designed to provide secure and timely caching and delivery of data.
Level 3 offers up hybrid WAN, details route to broader SD-WAN offerings
MIS Impact Report - August, 2016
The company has taken its experience with aggregating connectivity services for customers and packaged it in a hybrid WAN offering that will pave the way for a broader set of services based on a vendor-independent SD-WAN offering down the road.
Cloud-based services, expanded channel key to growth for Imperva in 2016
MIS Impact Report - July, 2016
The company capped off 2015 with 43% year-over-year revenue growth. To maintain the pace of growth in 2016, Imperva is looking to cloud and managed services, including Incapsula DDoS protection and CDN offering.
Neustar to leverage Limelight Networks for expanded DDoS-mitigation service
MIS Impact Report - July, 2016
DDoS attacks seem to be on a never-ending growth curve. Neustar's idea is to significantly expand its ability to protect against those attacks, and it is leveraging Limelight Networks' points of presence and bandwidth to do so.
Arbor Networks looks to defend enterprises from DDoS via deepening of Cisco partnership
MIS Impact Report - June, 2016
Security vendors offering integration between on-premises and cloud-based services will have an advantage with enterprise customers. It also doesn't hurt to partner up with Cisco. How will Arbor Networks go deeper into the enterprise with its Cisco partnership?
Facebook, Microsoft aim for lower latency with investment in subsea cable MAREA
MIS Impact Report - June, 2016
There's a new subsea cable coming to America, and its name is MAREA. What's especially interesting is the involvement of Facebook and Microsoft, further exemplifying a trend toward investment in networks from outside traditional telecom and carrier players.
An improved core CDN illuminates Limelight's path to growth
MIS Impact Report - May, 2016
The company appears to be on track for modest growth in 2016, thanks in part to efforts to wring more efficiency out of its CDN, although Limelight will have to contend with the specter of another protracted legal battle.
Akamai looks to add more Ion to revenue mix with updates
MIS Impact Report - May, 2016
After posting strong Q1 revenue growth, the company is looking to boost growth for its newly formed Web Division with revisions to the Ion content acceleration offering for websites, web applications and mobile applications.
Datacenters, NSPs signing up as partners for IIX interconnection platform
MIS Impact Report - April, 2016
Datacenter providers and a growing number of network service providers are signing on to IIX's concept of an interconnection platform, helping to increase the addressable market for IIX and its Console Inc subsidiary.
Add regulatory issues to ChinaCache's list of concerns for 2016 growth
MIS Impact Report - April, 2016
Platform migration issues resulted in lower revenue for 2015. ChinaCache may now face additional challenges as the Chinese government considers adopting new restrictions on Internet content.
Akamai partners with Deutsche Telekom for security, CDN services
MIS Impact Report - March, 2016
The company recently sealed another deal with a telecom provider, this time with Deutsche Telekom. Akamai has been moving deeper into Europe, an area where it has already achieved some success in partnering with telcos and carriers.
Akamai takes on the sullied armies of bots
MIS Impact Report - February, 2016
Creepy crawly bots walk through websites copying data, breaking into accounts and consuming compute cycles. Some bots, such as those from search engines, are desirable. Akamai's new Bot Manager service will allow enterprises to better control bot impact on their websites.
Teridion aims to carve out opportunity in cloud-based network optimization
MIS Impact Report - February, 2016
The startup is taking a different approach to content delivery, focusing more on the logistics side of moving bits around. It is aiming to tackle Internet performance with 'cloud optimized routing' rather than a traditional content-delivery network.
The logic behind Instart Logic's acquisition of Kwicr
TDM Deal Analysis - February, 2016
Instart Logic, a provider of content and application delivery services, has acquired mobile app acceleration specialist Kwicr. Adding Kwicr's technology gives Instart another level of performance enhancement at the network layer, complementing its existing capabilties.
2016 M&A Outlook - Multi-tenant datacenter, hosting and managed services
TDM Others - February, 2016
As part of our end-of-year series of M&A analysis, we look at the deals that mattered in 2015 and assess the prospects for the next 12 months in the MTDC, hosting and managed services sector. Where will we see acquisitions, and who might be involved?
Equinix offers interconnection blueprints for enterprise customers with cloud
MIS Impact Report - January, 2016
In an effort to help accelerate enterprise adoption of interconnection services, the company has created its Interconnection Oriented Architecture – a roadmap for using interconnection as a tool to get better performance and security from cloud-based services.
Interxion aims to grow enterprise interest in Cloud Connect interconnection
MIS Impact Report - January, 2016
The company is aiming to ramp up marketing and partnership efforts around its Cloud Connect service in 2016 as enterprises in Europe begin adopting both private and public cloud services on a wider scale.
Dyn aims Internet Intelligence offering at broader audience
MIS Impact Report - January, 2016
The latest take on the Internet Intelligence service sees Dyn offering it to a broader market of enterprises outside the network owners that have been the core users. Will users want to exert more control over their infrastructure after seeing how the Internet impacts them?
NS1 aims Pulsar, managed DNS at Web-scale enterprise market
MIS Impact Report - January, 2016
NS1 is already providing managed DNS service to a number of Internet companies and CDN providers. Now, the company is branching out with the addition of its Pulsar DNS and traffic management service that leverages real-user measurement along with network monitoring.
Arbor Networks remodels portfolio, offers up more ways to slice and dice DDoS attacks
MIS Impact Report - December, 2015
The company has looked at how virtualization has opened up networks to new deployment and business models, and has responded by revamping its product lineup in an effort to make DDoS detection and mitigation more obtainable - and more ubiquitous.
Cashing in on ChinaCache's datacenter assets
MIS Impact Report - December, 2015
The company is cashing in on its datacenter assets through a partial sale to investors. In the meanwhile, the money might well be used to shore up its CDN business, which has had repeated missteps this year in a migration to a new software platform.
Kaspersky Lab aims to grow sales of its DDoS-mitigation service via partnerships
MIS Impact Report - December, 2015
The company has had a DDoS-mitigation offering for five years, but its name doesn't come up much in the market. Why? It has mostly focused on customers in Eastern Europe, Russia and the Middle East. That's about to change.
Fastly grows nicely with more funding and new security services for its CDN
MIS Impact Report - December, 2015
The service provider has transitioned from startup to contender by positioning itself as a developer-focused, API-driven CDN. This year it has bulked up with a new round of funding, formed a partnership with SoftBank in Japan, and grown its line of security services.
Akamai added as Microsoft Azure partner, will offer CDN and more
MIS Impact Report - November, 2015
Microsoft has veered away from developing its own CDN toward a partnership strategy. The Akamai partnership, in particular, is important for both sides as they battle against Amazon for supremacy in the cloud infrastructure services market.
AT&T rollout of Network on Demand proceeds apace, overseas is next target
MIS Impact Report - October, 2015
At AT&T's annual conference for industry analysts, the company revealed the progress it has made with its SDN and NFV initiatives, and outlined further plans for expanding the availability of its Network on Demand services to a global audience.
CDNetworks adds secure remote access to applications to its bag of tricks
MIS Impact Report - September, 2015
The company's Enterprise Application Security service combines dynamic Web-acceleration functionality with a cloud-based system for secure access to hosted applications. The move opens up CDNetworks to a significant new opportunity, as enterprise IT moves to mobile-device access and cloud-delivered applications.
JAS Worldwide takes 'colo' approach to networking as part of its IT strategy
MIS User Deployment Report - September, 2015
The company wanted to unify its business processes around the world. With a need for flexibility and geographic reach, a different 'colo approach' to networking allowed JAS to connect into cloud providers
IIX wants to reshape interconnection with a Console
MIS Impact Report - September, 2015
IIX, a provider of interconnection services, launched a new company, Console Inc. Console Inc's platform for interconnection services is a potentially important development for datacenter providers – if it can show them the money.
F5's Silverline cloud services could tap into service providers to accelerate growth
MIS Impact Report - September, 2015
The company's Agility 2015 conference provided a setting to learn more about F5's Silverline cloud application services. The upshot: there's significant growth potential in areas such as DDoS mitigation services for the service provider market, as well as some interesting challenges with partners such as Cisco.
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.