Fastly S-1
sec.gov
Fastly S-1
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Re: Fastly S-1
#2Is Fastly a competitor to Akamai?
Re: Fastly S-1
#3I haven't looked at any other details, but Googling Fastly says this:
"Fastly, Inc. is an American cloud computing services provider. Fastly's edge cloud platform provides a content delivery network, Internet security services, load balancing, and video & streaming services"
Just judging by that statement, I feel they're going to be eaten by AWS, GCP, and maybe Azure. However, it seems their focus may be on creating a viable business, rather than trying to spin an open-source project into a business (e.g., Docker Cloud). We already see that Docker is losing business to people using the OSS, but paying Amazon or Google for ECR and GCR, respectively.
That being said, there are some smaller somewhat related players, such as PagerDuty that seem to be off to a good start. Twilio's stock has performed well historically, too, as has Splunk. But these later companies seem to be solving problems that make them less direct competitors with the bigger players.
Re: Fastly S-1
#4> We generated a net loss of $30.9 million for the year ended December 31, 2018, and as of December 31, 2018, we had an accumulated deficit of $146.2 million.
Wow, I did not think an "enterprise-y" company like Fastly could be burning that much cash on growth!
Re: Fastly S-1
#5I love the people behind Fastly. Congrats to Artur and the crew :-)
Re: Fastly S-1
#6Is Fastly a competitor to Akamai?
Yes, and to Cloudflare.
Re: Fastly S-1
#7I haven't looked at any other details, but Googling Fastly says this: "Fastly, Inc. is an American cloud computing services provider. Fastly's edge cloud platform provides a content delivery network, Internet security services, load balancing, and video & streaming services" Just judging by that statement, I feel they're going to be eaten by AWS, GCP, and maybe Azure. However, it seems their focus may be on creating…
They are more like Cloudflare or Akamai
Re: Fastly S-1
#8I haven't looked at any other details, but Googling Fastly says this: "Fastly, Inc. is an American cloud computing services provider. Fastly's edge cloud platform provides a content delivery network, Internet security services, load balancing, and video & streaming services" Just judging by that statement, I feel they're going to be eaten by AWS, GCP, and maybe Azure. However, it seems their focus may be on creating…
They are in the CDN/Edge space. Akamai and Cloudflare are more direct comparisons.
AWS, GCP, and Azure have CDNs as well, but those are more typically used by existing customers to front things running there.
Re: Fastly S-1
#9I haven't looked at any other details, but Googling Fastly says this: "Fastly, Inc. is an American cloud computing services provider. Fastly's edge cloud platform provides a content delivery network, Internet security services, load balancing, and video & streaming services" Just judging by that statement, I feel they're going to be eaten by AWS, GCP, and maybe Azure. However, it seems their focus may be on creating…
They serve a small number of relatively high revenue opportunity use cases (SMB/Mid-Enterprise). If you use a lot of specialized CDN and want solutions engineers to work with, know you need it but don't have the capability to do it well in house, etc, "hosted" companies like Fastly, Aiven, Elastic make a lot of sense (things that are easy till they're not). My biggest red flag for fastly would be: cloudflare.
Re: Fastly S-1
#10Is Fastly a competitor to Akamai?
Under the "Risks" section they specifically mention their competitors:
The market for cloud computing platforms, particularly enterprise grade products, is highly fragmented, competitive, and constantly evolving. With the introduction of new technologies and market entrants, we expect that the competitive environment in which we compete will remain intense going forward. Legacy CDNs, such as Akamai, Limelight, EdgeCast (part of Verizon Digital Media), Level3, and Imperva, and small business-focused CDNs, such as Cloudflare, InStart, StackPath, and Section.io, offer products that compete with ours.