Earlier quoted context omitted.
That's pretty odd. Why would Google use a 3rd party to front their own service?
I think firebase is using fastly before they got acquired by google. There was a post on HN describing their move from couldfront to Fastly. https://news.ycombinator.com/item?id=4314209
Fastly S-1
41–50 of 181 posts
Re: Fastly S-1
#42We're looking to move one of our sites off Akamai mostly for costs reasons. Fastly configuration in Varnish VCL - Senior Engineers from my company highly rate Varnish as a cache software so Fastly was an easy choice.
I believe Akamai have been our CDN from the start. The amount of reconfiguration we'd need to do to get everything off would create a huge number of tickets in our work queue. The primary advantage of Akamai has been the number of datacenters they have to service our traffic. A customer can be in remote Australia and have their packets cached in a datacenter in the nearby telephone exchange. That's the reach of Akamai that AWS and Fastly can't compete with.
Their WAF and Bot detection products are also very good. They are a definitely an enterprise/full service CDN provider. I definitely wouldn't call them 'legacy' by any means but the type of service they provide is so different to a new player like Fastly.
Re: Fastly S-1
#43Re: Fastly S-1
#44Re: Fastly S-1
#45Interesting that just 10 customers make up over a third of revenue for them.
Judging from pages 4-5, I'm guessing these include NYT, New Relic, Ticketmaster, Alaska Airlines, Spotify, and Github. They mention other cloud platforms as competition, and Azure has a CDN. I doubt Github would switch anytime in the near future, but the dangers posed to smaller companies by the consolidation under giants is interesting. What happens when your competitor doesn't just try to steal your clients, but ca…
Re: Fastly S-1
#46Earlier quoted context omitted.
Judging from pages 4-5, I'm guessing these include NYT, New Relic, Ticketmaster, Alaska Airlines, Spotify, and Github. They mention other cloud platforms as competition, and Azure has a CDN. I doubt Github would switch anytime in the near future, but the dangers posed to smaller companies by the consolidation under giants is interesting. What happens when your competitor doesn't just try to steal your clients, but ca…
I think if Amazon hasn't kicked a competitor like Netflix off of their platform, Fastly has little to worry about.
I'm sure Azure would welcome competitors to use their product - same way AWS welcomes Netflix. A good analogy would be Amazon switching from Oracle to AWS based solutions. In which case, they do have something to worry about.
Re: Fastly S-1
#47/* Work for a Media Company */ We're looking to move one of our sites off Akamai mostly for costs reasons. Fastly configuration in Varnish VCL - Senior Engineers from my company highly rate Varnish as a cache software so Fastly was an easy choice. I believe Akamai have been our CDN from the start. The amount of reconfiguration we'd need to do to get everything off would create a huge number of tickets in our work que…
Re: Fastly S-1
#48The whole "edge compute" space seems poised to do well to me. Cloudflare's edge KV store and edge server-side JavaScript are obvious, but great ideas. The wildcard seems to be the companies that own cell towers. If they build a credible edge offering, that's a moat that is hard to beat.
IMHO, I think it's mostly a solution in search of a problem. The internet backbone is fast enough to not be noticeable for end users. A centrally located server in the U.S. will have a maximum ping of 40 ms to anywhere in the U.S. That's faster than is perceptible to the end user. The only mainstream usage I can see is cloud gaming where ping is that critical.
Re: Fastly S-1
#49/* Work for a Media Company */ We're looking to move one of our sites off Akamai mostly for costs reasons. Fastly configuration in Varnish VCL - Senior Engineers from my company highly rate Varnish as a cache software so Fastly was an easy choice. I believe Akamai have been our CDN from the start. The amount of reconfiguration we'd need to do to get everything off would create a huge number of tickets in our work que…
Re: Fastly S-1
#50From 2017 to 2018, they added 147 new paying customers. Of which, 57 were enterprise and based on their metrics claiming > 80% of revenue was from these "enterprise" deals, probably high dollar. Still, ~$50m in marketing/advertising spend to earn 147 new paying customers (340k/customer) seems high to my untrained eye. Do those enterprise deals and that "132% Dollar Expansion Rate" justify such high CPA? Those with ex…
Without knowing the ROI it's really impossible to know if this is high or not.
Spending $1 to make $2 is always the right decision.