Fastly: Less Demand, More Competition

II CHIA 083 100 p 198 188 i I P III # # HOBEL 1984 1 000 1 I I I H . Hiroshi Watanabe Fastly's (NYSE:FSLY) Q2 results were in line with expectations, but soft guidance and management commentary suggest that demand to grow is deteriorating, and competition is increasing. Fastly's heavy exposure to a handful of large media companies is exacerbating this issue. Fastly still appears to be having some measure of success outside of its largest customers, but results are still disappointing given the upside that t ...