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Fastly, Inc. (FSLY) CEO Joshua Bixby Presents at Morgan Stanley 2021 Technology, Media and Telecom Conference (Transcript)

Mar. 01, 2021 8:33 PM ETFastly, Inc. (FSLY)3 Comments
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Fastly, Inc. (NYSE:FSLY) Morgan Stanley 2021 Technology, Media and Telecom Conference March 1, 2021 4:15 PM ET

Company Participants

Joshua Bixby - CEO

Adriel Lares - CFO

Conference Call Participants

Sanjit Singh - Morgan Stanley

Sanjit Singh

Good afternoon, everyone, and thank you for coming to day one of the Morgan Stanley TMT Conference. I'm Sanjit Singh, part of the Morgan Stanley software research team, and we're especially pleased to have the management team from Fastly. We have Joshua Bixby, CEO of Fastly; and Adriel Lares, Chief Financial Officer. Thank you both for joining us this afternoon.

Joshua Bixby

Pleased to be here. Thank you.

Sanjit Singh

So, looking forward to hitting on all of the exciting aspects of the Fastly story. First, before we get there, let me go through some quick research disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representatives.

Question-and-Answer Session

Q - Sanjit Singh

So with that out of the way, I wanted to start just really talking about Fastly and how it relates to edge computing and what that all means, right? And so at a basic construct, right, we have data centers, we have hyperscale computing platforms and we have those devices. All of these things are going on at a pretty nice clip. In particular nailing down what the edge needs in the architecture and where that provides the opportunity to Fastly. Joshua, how would you sort of frame that out for us in terms sort of explaining the opportunity for someone who is coming to the story and relatively new?

Joshua Bixby

Yes. It’s a great question. I think we're in a time of incredible innovation and change. So, it wouldn't be surprising that people

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