Key Takeaways Cloudflare projects 2025 revenues of $2.09B, up 25.4% year over year, driven by its CDN platform growth. Akamai's delivery revenues have declined for 17 straight quarters, raising concerns about its CDN business. NET shares are up 66.9% YTD, while AKAM has dropped 18.3%, reflecting diverging investor sentiment.Cloudflare (NET) and Akamai Technologies (AKAM) are both established players in the content delivery network (CDN) market. Both Cloudflare and Akamai are expected to gain from the rapi ...

Fastly (FSLY) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Company Participants Vernon Essi - VP of IRTodd Nightingale - CEO and DirectorRon Kisling - CFOParam Singh - Executive DirectorSanjit Singh - Executive DirectorRishi Jaluria - Managing DirectorRobert Palmisano - Senior Equity Research Associate Conference Call Participants Jonathan Ho - Research AnalystJames Fish - MD & Senior Research AnalystMadeline Brooks - AnalystRudy Kessinger - Managing Director - Senior Equity Research Analyst Operator Good ...