Fastly Inc Class A

FSLY: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$31.00	Njdx	Ybksmnnkm

Fastly’s Revenue Growth Has Decelerated as Its Modern CDN Structure Is Less of a Competitive Edge

Matthew Dolgin

May 2, 2024

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.

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