Fastly Inc Class A
FSLY: XNYS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$66.00 | Llsd | Rmjsdqmz |
Fastly’s Revenue Growth Has Decelerated as Its Modern CDN Structure Is Less of a Competitive Edge
Business Strategy and Outlook
Fastly has a new take on the now relatively antiquated model for running content delivery networks, or CDNs. We believe the more modern approach gives Fastly an opportunity to take share from legacy CDN providers with a lower-cost model, by way of a smaller geographic footprint.