Fastly (FSLY) closed at $12.75 in the latest trading session, marking a -0.93% move from the prior day. This move lagged the S&P 500's daily loss of 0.14%. Meanwhile, the Dow lost 0.77%, and the Nasdaq, a tech-heavy index, added 0.17%.The cloud software developer's shares have seen a decrease of 12.15% over the last month, not keeping up with the Computer and Technology sector's gain of 6.81% and the S&P 500's gain of 5.34%.The investment community will be closely monitoring the performance of Fastly in its ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Fastly. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Parkev Tatevosian持仓情况 - Parkev Tatevosian, CFA在所提及的股票中没有任何持仓[1] The Motley Fool对Fastly的推荐 - The Motley Fool对Fastly有持仓并推荐[1] Parkev Tatevosian与The Motley Fool的关联 - Parkev Tatevosian是The Motley Fool的关联方，可能会因为推广其服务而获得补偿[2]

股价表现 - Fastly (FSLY) 最新收盘价为 $12.60，较前一天下跌了1.33% [1] - Fastly 的股价在过去一个月中下跌了21.85%，落后于计算机和技术行业的涨幅2.19%以及标普500指数的涨幅3.27% [2] 财务预测 - Fastly 即将发布的财报显示预计每股收益为 -$0.07，较去年同期增长了22.22%，预计营收为 $133.09 亿美元，较去年同期增长了13.21% [3] - Zacks Consensus Estimates 预计全年每股收益为 -$0.03，营收为 $585.65 亿美元，较上一年分别增长了 +82.35% 和 +15.74% [4] 分析师评级 - 分析师对 Fastly 的预期变化也应引起投资者的注意，这些修订反映了近期业务趋势的变化 [5] - Zacks Rank 系统考虑了这些估计变化并提供了一个评级系统，Fastly 目前的 Zacks Rank 为 3 (Hold) [7] 行业排名 - 互联网 - 软件行业属于计算机和技术行业，目前的 Zacks Industry Rank 为 41，在所有 250+ 个行业中排名前 17% [8] - Zacks Industry Rank 评估了我们独特行业群体的实力，研究表明排名前50%的行业的表现比排名后50%的行业好一倍 [9]

Fastly (FSLY -3.65%) is having all sorts of trouble figuring out how to grow within an industry that's booming. The edge computing market is expected to expand by nearly 37% annually through 2030. Beyond content delivery and security, the artificial intelligence boom could turbocharge the industry as customers look to run AI models as close to users as possible.While there's certainly a viable growth story for Fastly, there's one good reason to run away from the stock.Living in the shadow of CloudflareThe 8 ...

Are you a little leery of jumping into any new stocks right now? If so, you're not alone. The market was looking overbought and overpriced a couple of months ago. Now it's showing signs of weakness, perhaps weighed down by steep valuations and profit-taking pressure. Even a few of the so-called "Magnificent Seven" stocks aren't looking so magnificent anymore.This isn't a reason to simply step away from the entire stock market though. Rather, it's an opportunity to ferret out new picks that may not have been ...

Cloudflare和Fastly的市场表现 - Cloudflare的股价在上市后上涨了超过550%，而Fastly的股价则低于其IPO价格约10%[2] - Cloudflare在过去四年中增长速度远远超过Fastly，2023年Cloudflare的营收达到13亿美元，而Fastly仅为5.06亿美元[3] - Cloudflare的客户留存率高于Fastly，Cloudflare的净留存率为115%，而Fastly为113%[5] 公司领导和盈利能力 - Cloudflare的CEO是共同创始人Matthew Prince，任职已有15年，公司没有遭受过类似规模的服务中断[4] - Cloudflare预计2024年营收将增长27%，而Fastly预计增长15%-17%[6] - Fastly的调整毛利率仍远低于Cloudflare，显示Fastly在CDN市场上缺乏定价权，Cloudflare自2022年以来已经在非GAAP基础上实现盈利，而Fastly仍未实现盈利[7] 预期盈利和估值 - Cloudflare预计2024年非GAAP每股收益将增长18%-20%，而Fastly预计非GAAP净亏损幅度较小[8] - Cloudflare的估值较Fastly更高，但由于Cloudflare在CDN市场上处于领先地位，且盈利能力有望显著提高，其高估值是合理的[9]

业绩总结 - Fastly在2023年的毛利率增长了250个基点[10] - Fastly预计在2024年再提高200个基点的毛利率[10] - Fastly的整体毛利率接近60%[11] 新产品和新技术研发 - Fastly的基础设施是软件定义的，通过软件提高了效率[13] - Fastly推出了One Fastly平台，统一了产品线，降低了客户获取和扩展的摩擦[27] 市场扩张和并购 - Fastly计划在2024年实现17%至21%的增长[17] - Fastly进行了一系列高管变动，包括任命新的首席产品官和首席营销官[18] - Fastly在2023年加倍投入合作伙伴参与和投资，合作伙伴的交易注册量增加三倍，带来了新的客户[39] - Fastly开始吸引超出安全领域的合作伙伴，如主流系统集成商，为公司开拓了巨大的客户群[40] - Fastly的打包方案使合作伙伴社区更高效运作，为终端客户提供了可预测的计费和简单的入门流程[41] - Fastly预计将看到越来越多新客户选择打包方案，以简化市场推广和购买决策[44] 未来展望 - Fastly计划开始全面披露安全收入，以便投资者更好地了解业务的发展[32] - Fastly认为边缘计算将成为未来的生活，投入大量资源发展边缘计算，以保持在这一领域的领先地位[54] - Fastly将继续投资于边缘计算，因为它相信边缘计算将在未来六年内实现超常增长[54] - Fastly将在G&A功能中看到效率提升，这将使公司更加高效，并有机会将节省的资源重新投入到市场推广和工程领域[59] - Fastly将继续与大型云服务提供商合作，将价值主张建立在提供最快、最安全、最吸引人的端用户体验的混合云架构上[63] - Fastly认为边缘计算市场正在经历与中心云市场十年前类似的发展，看到平台融合的趋势，而点解决方案无法竞争，但整体平台可以[65]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Fastly. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Fastly股价表现 - Fastly自2019年IPO以来股价波动较大，从最高点$128.83下跌至目前约$14[1] - Fastly的竞争对手Cloudflare在IPO后表现更好，股价从$15上涨至约$100[2] Fastly业务状况 - Fastly的增长速度较慢，客户保留率低，运营利润率也较低[3] - Fastly的CEO辞职和服务中断导致投资者不安，宏观环境因素也对公司增长造成压力[3] - Fastly的业务在新CEO的领导下逐渐稳定，股价相对便宜，但仍落后于Cloudflare[4] Fastly财务状况 - Fastly从2019年到2023年的营收以26%的复合年增长率增长，客户数量和毛利率也有所提升[5] - 尽管营收增长健康，但Fastly的净亏损仍在扩大，即使排除股权激励，净亏损仍有所增加[6] - 与Cloudflare相比，Fastly的调整毛利率较低，且在非GAAP基础上仍未盈利[7] 市场预测 - 分析师预计Fastly未来几年的营收增长率较低，仍未盈利[9] - 预计Cloudflare未来几年的营收增长率将高于Fastly，市场份额也将远超Fastly[10] - 全球CDN市场预计未来十年将以16%的复合年增长率增长，如果Fastly能保持15%的年增长率，营收有望增至$2.4亿[11] 投资建议 - 尽管Fastly仍在吸引大型企业客户并逐渐稳定亏损，但Cloudflare可能是更好的CDN市场投资选择[12]