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2013年的互聯(lián)網(wǎng):更大,,更快,,更危險(xiǎn)

2013年的互聯(lián)網(wǎng):更大,更快,,更危險(xiǎn)

Dan Mitchell 2013-04-27
互聯(lián)網(wǎng)的帶寬越來越大,,網(wǎng)速越來越快,,越來越多的人得以在互聯(lián)網(wǎng)上下載軟件,、看視頻、玩在線游戲,。與此同時(shí),,網(wǎng)絡(luò)襲擊也越來越復(fù)雜,破壞性越來越強(qiáng),。

????互聯(lián)網(wǎng)的帶寬越來越大,網(wǎng)速越來越快,,越來越多的人得以在互聯(lián)網(wǎng)上下載軟件,、看視頻、玩在線游戲,。與此同時(shí),,網(wǎng)絡(luò)襲擊也越來越復(fù)雜,破壞性越來越強(qiáng),。

????據(jù)阿卡邁公司(Akamai)本周發(fā)布的年度《互聯(lián)網(wǎng)現(xiàn)狀》報(bào)告顯示,,2012年美國(guó)的寬帶網(wǎng)速猛增了28%。這種趨勢(shì)也側(cè)面解釋了上周三阿卡邁公司發(fā)布的第一季度財(cái)報(bào)為何如此搶眼,。

????阿卡邁公司的主要業(yè)務(wù)是為新聞集團(tuán)(News Corp.),、Facebook、蘋果(Apple)、任天堂(Nintendo),、Netflix等公司管理,、交付網(wǎng)絡(luò)內(nèi)容。這些公司需要的網(wǎng)絡(luò)內(nèi)容越多,,阿卡邁公司的業(yè)績(jī)就越好,。隨著寬帶網(wǎng)速的增長(zhǎng),在網(wǎng)絡(luò)上在線看視頻,、玩游戲,、下載軟件的人也越來越多。阿卡邁公司在一次與分析師的電話會(huì)議上表示,,所有這些業(yè)務(wù)都提高了它的盈利水平,。

????除去一次性項(xiàng)目后,阿卡邁公司的凈利潤(rùn)從2012年第一季度的每股36美分猛增到今年第一季度的每股51美分,,收入也增長(zhǎng)了15%,,達(dá)到3.68億美元,均超過了分析師預(yù)測(cè)的47美分的利潤(rùn)和3.581億美元的營(yíng)收,。利潤(rùn)猛增的同時(shí),,它的成本僅上漲了8%。與此同時(shí),,這家公司還預(yù)計(jì)第二季度也將呈健康增長(zhǎng)態(tài)勢(shì),。截至本周四中午,它的股價(jià)已經(jīng)飆升了20%,,達(dá)到每股43.45美元,。

????阿卡邁公司第一季度的出色業(yè)績(jī)足以抵消某些媒體關(guān)于“分手”報(bào)道的負(fù)面影響——尤其是一家大型視頻服務(wù)提供商據(jù)說以后將不再與阿卡邁合作,據(jù)信這很有可能就是Netflix,。Netflix正在建立自己的網(wǎng)絡(luò),,將把大部分流量管理工作從阿卡邁和其它網(wǎng)絡(luò)服務(wù)商那里抽出來,交給自家網(wǎng)絡(luò)運(yùn)營(yíng),。對(duì)阿卡邁來說,,Netflix的抽離預(yù)計(jì)在下個(gè)季度末就會(huì)完成。

????去年六月,,Netflix宣布將自行建立一個(gè)叫Open Connect的網(wǎng)絡(luò),。當(dāng)時(shí),阿卡邁的股價(jià)就曾經(jīng)受到了一定打擊,。不過投資者們很快意識(shí)到,,雖然Netflix是阿卡邁的一個(gè)大客戶,但是從長(zhǎng)期看來,,此舉實(shí)際上對(duì)阿卡邁公司是一件好事,。因?yàn)橛捎贜etflix強(qiáng)大的議價(jià)能力,,來自這家公司的利潤(rùn)其實(shí)很微薄。隨著Netflix繼續(xù)抽離它的業(yè)務(wù),,阿卡邁可以省下更多的網(wǎng)絡(luò)帶寬,,以更高的價(jià)格賣給小客戶。而且,,Netflix其實(shí)只是個(gè)個(gè)案,,因?yàn)榧幢闶谴笃髽I(yè),也很少愿意在自己的網(wǎng)絡(luò)上,、自己進(jìn)行流量管理的,。這筆帳對(duì)于Netflix還說得通,但是至少在可見的將來內(nèi),,除了少數(shù)直接向用戶交付內(nèi)容的公司之外,,其它各行各業(yè)的公司都不見得會(huì)這樣做。谷歌(Google)旗下的視頻網(wǎng)站YouTube則是另一家自己管理內(nèi)容交付網(wǎng)絡(luò)的公司,。

????除了平均網(wǎng)速的躍升外,,今年的《互聯(lián)網(wǎng)現(xiàn)狀》報(bào)告還注意到,最近的網(wǎng)絡(luò)襲擊事件大幅增多,,同時(shí)這些網(wǎng)絡(luò)襲擊的復(fù)雜程度也提高了,。但這也給阿卡邁公司帶來了好處。阿卡邁公司表示,,它的“性能和安全性解決方案”貢獻(xiàn)的營(yíng)收入比去年同期上漲了17%,,達(dá)到1.57億美元。公司CEO湯姆森?雷頓在這次與分析師的電話會(huì)議中說道:

????“過去幾個(gè)月發(fā)生的事情充分體現(xiàn)出,,任何在網(wǎng)絡(luò)上做生意的企業(yè)都要為安全問題費(fèi)盡苦心。網(wǎng)絡(luò)襲擊的規(guī)模變得更大了,,同時(shí)變得更頻繁,、更多樣、更復(fù)雜,,而且它們是在全球范圍內(nèi)發(fā)動(dòng)的,。比如在一次代號(hào)為‘燕子行動(dòng)’的網(wǎng)絡(luò)襲擊里,我們?cè)诒Wo(hù)美國(guó)銀行客戶的過程中發(fā)現(xiàn),,發(fā)動(dòng)襲擊的服務(wù)器的位置分散在100多個(gè)國(guó)家,。這些高度分散的襲擊說明,為什么企業(yè)需要重新思考網(wǎng)絡(luò)安全性問題,,同時(shí)也說明,,為什么我們相信,客戶需要我們的分散式平臺(tái)提供的獨(dú)特優(yōu)勢(shì),?!保ㄘ?cái)富中文網(wǎng))

????譯者:樸成奎

????Broadband speed in the United States jumped by 28% in 2012, according to Akamai's (AKAM) annual "State of the Internet" report issued this week. That trend helps explain why Akamai's first-quarter results, released late Wednesday, look so good.

????Akamai manages and delivers Internet content for clients like News Corp. (NWSA), Facebook (FB), Apple (AAPL), Nintendo (NTDOY), and Netflix (NFLX). The more content is demanded, the better Akamai does. As broadband speeds increase, more people watch video online, play games, and download software. The company said during its conference call with analyststhat all of those businesses added to its bottom line.

????Akamai's net profit, excluding one-time items, jumped to 51 cents per share, up from 36 cents in the first quarter of 2012. Revenues rose by 15%, to $368 million. Analysts had expected profits of 47 cents per share and revenues of $358.1 million. Margins improved greatly, with costs growing by just 8%. Meanwhile, the company forecast a healthy second quarter as well. As of midday Thursday, the company's stock had soared by more than 20%, to $43.45.

????The results were good enough to more than offset the "winding down" of some media accounts -- in particular a large video provider that is widely believed to be Netflix. That company is building out its own network and transferring more of its traffic management to it and away from Akamai and other providers. For Akamai, the wind-down is expected to be complete by the end of next quarter.

????When Netflix last June announced the creation of its own network, called Open Connect, Akamai's stock took a hit. But investors realized soon enough that even though Netflix was a huge customer, the move would actually be good for Akamai in the long run. Margins from Netflix are tiny because of the video giant's negotiating power. As the wind-down continues, Akamai will have more bandwidth available to sell to smaller customers at higher prices. Netflix is a special case: Few companies, even big ones, want to manage their own traffic on their own networks. It makes economic sense for Netflix but (at least for the foreseeable future) not for companies that are in businesses other than just delivering content to end users. Google's YouTube (GOOG) is another company that manages its own content delivery network.

????Besides the jump in average broadband speeds, the "State of the Internet" report noted the recent jump in cyberattacks, as well as the increasing sophistication of such attacks. The company benefits from this, too. Akamai reported that revenue from its "performance and security solutions" was up by 17% over the year-earlier period, to $157 million.

????During the conference call, CEO F. Thomson Leighton said:

????"It has become abundantly clear over the past several months that any company doing business online needs to be diligent about security. Online attacks are becoming larger in size, more frequent, more varied and sophisticated, and they are being launched on a global scale. For example, the attacks we witnessed while defending our U.S. banking customers during Operation Ababil came from servers located in more than 100 countries. These highly distributed attacks demonstrate why companies need to think about web security differently and also why we believe that they need the distinct advantage provided by our distributed platform."

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