A Comprehensive Analysis Of Cloudflare Vs. Fastly: Which Stock Is Worth Buying?

May 29, 2021 2:27 AM ETFastly, Inc. (FSLY), NETAKAM, EGIO114 Comments
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Investi Analyst


  • Cloudflare is a network provider with a mission of building a better internet by providing enhanced web performance and an integrated cybersecurity solution for businesses.
  • Fastly Inc. is a content delivery and edge platform providing similar services but placing more emphasis on speed and high performance.
  • This comprehensive article evaluates the differences and similarities in  technology architecture and Go-To-Market strategies for both companies.
  • There is a clear investment case for edge computing companies as the industry has been growing consistently at 30% annually, making it one of the fastest growing industries in SaaS.
  • This article covers industry risks faced by these companies from the major cloud providers such as Amazon and Microsoft including the legacy CDN providers such as Akamai and Limelight.

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This article is a comprehensive breakdown of the fastest growing content delivery and edge network providers, Fastly and Cloudflare. My objective is to provide readers with a thorough analysis of both companies' technology, business

This article was written by

Investi Analyst profile picture
Equity Research Analyst conducting comprehensive analysis into the best companies.Led Data Analytics technology projects within the Banking Industry. Background is in Business and Finance/Economics.--1) I write for the Seeking Alpha community2) I share short daily insights on Twitter | https://twitter.com/InvestiAnalyst 3) Personal full write-ups on Substack | https://investianalystnewsletter.substack.com/welcome

Disclosure: I am/we are long NET. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: But may initiate a Long position in FSLY over the next 72-hours.

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