Video traffic is surging and will serve to redefine the business models of all the players

Presentations made at the Content Delivery Summit in NY last week focused on the impact that escalating internet video traffic is having on the industry.  Cisco’s definitive outlook for internet traffic growth is displayed in the chart below.  They see traffic growing 500% from 2009 to 2014 at an annual rate of 36%.  This phenomenon is accelerated by the explosion in smartphone and tablet (iPad) adoption.  This trend aids a number of Aberdeen portfolio companies.  Jeb Terry, Sr. May 20, 2011


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