Fastly Inc (NYSE:FSLY)
$ 8.48 -0.14 (-1.62%) Market Cap: 1.16 Bil Enterprise Value: 1.25 Bil PE Ratio: 0 PB Ratio: 1.17 GF Score: 71/100
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Fastly Inc at Bank of America Global Technology Conference Transcript

Jun 08, 2023 / 06:20PM GMT
Release Date Price: $16.89 (+2.36%)
Unidentified Analyst

So there are only a few people in the room, but there are more people on the webcast, and I can say very, very few times in my career, I was happy to upgrade the stock and have such a tremendous impact immediately after. Normally, I upgrade a stock and then I explain why it's too early. So I'm happy that I was able to do it. And we just said that luck is part of the game, but I'm happy luck was on my side in this case.

So we have Vern and Ron from Fastly. We're going to talk about the CDN market yesterday, and we're going to talk about CDN and their differentiation in CDN. We're going to talk about security. We're going to talk about edge cloud many things to talk about, the extremely interesting company.

Yesterday, [Merlin] hosted Akamai and if you close your eyes and you just listen to Akamai, you think they speak about Fastly. I'm sure that if you're going to close your eyes today, you're going to think about Akamai. So we want to understand the difference. We want to understand the differences between the CDN companies and what they do, et cetera. So that's the purpose

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