Is Fastly a competitor to Akamai?
Yes, and to Cloudflare.
And to MaxCDN, another second tier US competitor, like Fastly.
Fastly S-1
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Re: Fastly S-1
#12Is 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, EdgeCa…
"small business-focused CDNs, such as Cloudflare"
That's an interesting statement. Supposedly, 10% of web requests on the internet route through Cloudflare. And I imagine their free tier has plenty of non-business use.
Re: Fastly S-1
#13Re: Fastly S-1
#14I 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…
Why don't you read the filing? It covers the competitive landscape.
Competition
Our platform spans several markets from cloud computing and cloud security to CDNs. We segment the competitive landscape into four key categories:
•Legacy CDNs like Akamai, Limelight, EdgeCast (part of Verizon Digital Media), Level3, and Imperva (for security); •Small business focused CDNs like InStart, Cloudflare, StackPath, and Section.io; •Cloud providers who are starting to offer compute functionality at the edge like Amazon’s CloudFront, AWS Lambda, and Google Cloud Platform; and •Traditional data center and appliance vendors like F5, Citrix, A10 Networks, Cisco, Imperva, Radware, and Arbor, as well as networks that offer a range of on-premise solutions for load balancing, WAF, and DDoS.
Re: Fastly S-1
#15Earlier quoted context omitted.
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, EdgeCa…
"small business-focused CDNs, such as Cloudflare" That's an interesting statement. Supposedly, 10% of web requests on the internet route through Cloudflare. And I imagine their free tier has plenty of non-business use.
They may be distinguishing them based on their type of customer, rather than their quantity of traffic. Other CDNs may tend to exclusively pursue much larger customers like big banks, governments, etc., while Cloudflare from my understanding is quite happy to serve the smaller market segment.
Re: Fastly S-1
#16I 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…
I'm using Firebase Hosting (by Google) and the IP address resolves to Fastly, at least in the EU.
Re: Fastly S-1
#17Earlier quoted context omitted.
"small business-focused CDNs, such as Cloudflare" That's an interesting statement. Supposedly, 10% of web requests on the internet route through Cloudflare. And I imagine their free tier has plenty of non-business use.
They may be distinguishing them based on their type of customer, rather than their quantity of traffic. Other CDNs may tend to exclusively pursue much larger customers like big banks, governments, etc., while Cloudflare from my understanding is quite happy to serve the smaller market segment.
Ahh, yes, I read it as "small, business-focused CDN" though there's no comma there. You're right..they meant focused on "small business." I suppose the dash threw me off.
Re: Fastly S-1
#18I 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…
I'm using Firebase Hosting (by Google) and the IP address resolves to Fastly, at least in the EU.
That's pretty odd. Why would Google use a 3rd party to front their own service?
Re: Fastly S-1
#19> 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!
It says something about the industry when "only" a $30.9M annual burn rate sounds small.
Re: Fastly S-1
#20I 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…
Why don't you read the filing? It covers the competitive landscape. Competition Our platform spans several markets from cloud computing and cloud security to CDNs. We segment the competitive landscape into four key categories: •Legacy CDNs like Akamai, Limelight, EdgeCast (part of Verizon Digital Media), Level3, and Imperva (for security); •Small business focused CDNs like InStart, Cloudflare, StackPath, and Section.…
I can't say I'm impressed by Akamai, but then again, Zoom came out of nowhere and is likely to clean house in the B2B video conferencing space.
Maybe Fastly will give legacy players a run for their money.