Fastly has come a long way since its IPO in May 2019. In 2021, they generated $354M, employed +1,000 people, and hired a CFO, CRO, CMO, and CPO. The CPO worked at Google for several years in global networking, a
After an 18-month hiatus, we’re back in business. A lot has happened in that time. Eighteen months ago, Fastly’s stock was ~$94 per share, Cloudflare’s was ~$39, and Akamai’s top brass was making bold statements on its earning call about
Years ago, it was Oracle vs Microsoft, Qwest vs MCI, and Akamai vs Limelight, the few of the many rivalries that entertained us. Today, it’s Cloudflare vs Fastly. Although both are civil towards each other in the public eye, make
The CDN industry continues to thrive, not only for publicly traded vendors but also for startups. In the last few weeks, there have been several interesting developments. We’ll summarize the latest industry updates, rumors, and observations below. First, let’s start
We’re midway through Q2-2020 and industry activity is at an all-time high. We’ll summarize the latest market developments starting with Cedexis, then follow up with Edge Gravity, Subspace (new CDN), and more. Is Citrix Shutting Down Cedexis Rumors have been
This month, we’re celebrating our 6th year anniversary of reporting on the CDN industry and 12 years of working in it. It’s been quite a ride. When we first started, the CDN industry was boring because there was very little
2019 has turned out to be an epic year for the CDN industry. The top news, Cloudflare joins Akamai and Fastly as publicly-traded multi-billion dollar companies. In other news, some vendors are modernizing their tech stack, incorporating edge computing capabilities
Once a month, we’re going to send a newsletter that discusses hot buttons and rumors in the industry. We’ve learned from our mistakes that sometimes publishing content on certain topics on a popular blog is not a good idea. However,
Edge computing is taking the world by storm. Although the term means different things to different industries, when used in the context of a CDN, it has a very specific meaning. Edge computing is a set of AWS-like capabilities invented
Earlier today, Fastly announced earnings for the first time and the market reacted favorably, pushing up their stock price. Fastly joins Akamai and Limelight Networks as publicly-traded companies that compete in the market for application and content delivery, cloud security,
There’s been a lot of activity in the CDN industry over the last few weeks. We’re going to summarize the most interesting developments in our ecosystem. The two most shocking pieces: 1) the SEC charges Gladius Networks for not registering
The Fastly IPO was a success for the entire industry. Fastly, along with Cloudflare, StackPath, and Limelight Networks are leading the efforts in edge computing innovation, providing developers the capabilities to build, deploy, and run apps at the edge. From
Tomorrow Fastly will go public breaking a 12-year dry spell for a CDN IPO. Limelight Networks went public in June 2007, nearly 1 year after AWS officially launched with S3, SQS, and EC2 in March 2006. The good news for Fastly,
Due to popular demand, we’re continuing with this series, publishing it quarterly. During our research efforts, we sometimes run into some interesting developments. When something happens to a startup in the CDN industry, we want to know about it, what
