FSLY

Earlier today a subscriber wrote to me regarding whether I though the share price action of Fastly was surreal. Another subscriber advised me that an investment discussion board was carrying a comment to the effect that Fastly had raised its growth guidance to 60%. As subscribers know, we have a relatively significant position in Fastly…

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Fastly shares are up a bit more than 3% as of noon as I write this-although the shares have pulled back from earlier highs. That may not seem so unusual until readers contemplate that the company announced a secondary last evening. The secondary is not a really worrisome thing. In my view it is another…

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Fastly (FSLY) Speeds Up; Avalara’s valuation starts to exceed its relative value. Last week was the apogee of earnings season, although there will be a few names of interest reporting this week. We continue to comment on names in our high-growth portfolio that have reported. As we clear the backlog of comments, we will catch…

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I prefer to take a little bit of time before rushing into print with some kind of analysis of a quarterly earnings report. I like to read transcripts of conference calls, as well as listen to the calls, as it is almost inevitable that I miss nuances or data nuggets or both. But it takes…

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Catching Up With Fastly

Summary Fastly is one of the creators of the edge computing paradigm. This paradigm is shaking up the world of legacy CDN providers. Fastly makes the internet faster for its users and fast is what most end-users want. The company has had a checkered share price history since its IPO back in May. Piper Jaffrey…

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Fastly’s Spike

Fastly shares have been on a tear lately. The issue is almost entirely one of supply and demand. Today, the shares gave back a little of the huge move, based on a report from Piper Jaffrey. I would like to take credit for prescience-but sadly I cannot. The move, for the most part, relates to…

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Earnings season for the companies whose quarter ended 6/30 is winding down now, and it will be a week or two before the results of companies whose quarter ended 7/31 start flowing in any volume. NetApp does report this week, but as it has already preannounced and talked about its view of the market ,…

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Summary Fastly is a recent IPO in the enterprise software space. It is a next generation content delivery service, but it also lets developers build on its Edge platform. The company offers some compelling performance and security advantages for users. The company has a much more efficient and modern technology platform than its best known…

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