The article details how CDN provider Netskrt Systems has built a 65 Tbps software-defined CDN footprint, with roughly half its capacity embedded in last-mile ISP networks and global reach across the Americas, Europe, and parts of APAC. By relying on broadly deployed software POP instances and a stratified CapEx/OpEx infrastructure strategy, Netskrt claims it can profitably support major live events like NFL games on Prime Video and the Super Bowl on Peacock while targeting a better capital-to-revenue and capital-to-capacity ratio than traditional CDNs. The company projects reaching 150 Tbps by the end of 2026, aided by partnerships with network and bare metal providers such as Lumen.
Netskrt’s playbook crystallizes a shift from hardware-heavy CDNs to software-first, demand-driven architectures that cut capital risk while preserving performance for sports-scale live events. For platforms and operators, that means an alternative supplier model that can undercut legacy CDNs on unit economics and react to spiky traffic without long-term iron commitments. If Netskrt hits its 150 Tbps target and the advertised ratios hold, expect pricing pressure, renewed scrutiny of CDN procurement models, and broader adoption of stratified CapEx/OpEx architectures—effectively making ‘software-defined CDN’ a table-stakes competitive narrative in streaming delivery.
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