FSLY

August 17, 2020 Summary Fastly reported the results of its Q2 last week. The results were a major upside in terms of both revenues and earnings. The company’s guidance was an upside as well. Fastly is one of the leaders in Edge Computing, an important paradigm which is expected to enjoy a CAGR of near…

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Summary The world has turned upside down in a few weeks as the economic impacts of both the virus and the oil price war take hold. Most portfolios have taken massive hits. It is important to try to put this setback in perspective and to try to be rational in dealing with the analysis of…

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Catching Up With Fastly

January 6, 2020 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…

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June 27, 2019 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…

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