Fastly Inc Class A
FSLY: XNYS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$1.00 | Hygb | Zhswsbk |
Fastly’s Modern CDN Structure Has Not Provided an Edge or Differentiated It From Peers
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, but it has recently struggled to execute on this vision.