Cloud Computing at the Edge: An Overview of Fastly (FSLY)
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Edge computing is a topic that isn\\u2019t getting enough coverage. We\\u2019ve covered CDNs like CloudFlare before, but we wanted to look at Fastly, an edge computing player that went public early in 2019. On this episode, we cover edge computing topics like rapidly purged caching. We run through a few case studies of the value edge computing brings some of Fastly\\u2019s customers. We discuss major risks that the company might face and postulate on why we think they\\u2019re trading at a discount compared to other SaaS companies like CloudFlare ($NET) and Elastic ($ESTC).
Topics:
- QuantLayer Mission Statement Analysis
- Case studies they mention in their prospectus
- On their section called, "Our Solution: The Developer\'s Edge"
- How they categorize their strenghts
- Who are their competitors and how to they sit there
- Major differences versus Cloudflare
- On their sections called, "Factors Affecting Our Performance"
- Faizaan\'s major concerns about Fastly
Links:
- Prospectus - https://www.sec.gov/Archives/edgar/data/1517413/000119312519150526/d702138d424b4.htm
- Latest 10Q - https://www.sec.gov/ix?doc=/Archives/edgar/data/1517413/000151741319000022/fsly-10qx93019.htm
- Fastly is An Under Appreciated Growth Story - https://www.cmlviz.com/2019/11/12/FSLY/fastly-nyse-fsly-is-an-under-appreciated-growth-story.html
- Fastly Blog - https://www.fastly.com/blog/build-on-fastly-with-code-blocks-and-tutorials