Fastly: AI now helps the company achieve a turnaround!
CEO Kip Compton speaks of a "turning point"
The addressable market potential is $22 billion
Reading Time: 1 minute
After the latest quarterly results from Fastly (FSLY, i), I believe in a successful turnaround in 2026. The affordable Cloudflare alternative offers a P/S ratio of around 2.6. In recent years, the high customer concentration and increasing competitive pressure have been burdensome. The new CEO Kipp Kip Compton is accelerating product innovations and transforming the company from a pure CDN provider to a more comprehensive specialist in security and edge compute applications. AI is becoming a direct driver, as AI agents significantly increase machine-to-machine...
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