Key Takeaways Cloudflare aims for global CDN leadership through tech like Argo routing and Cloudflare Workers. Fastly focuses on high-performance, customizable CDN solutions with faster first-byte delivery. NET is up 66.9% YTD vs. FSLY's 18.3% drop; FSLY trades at a far lower forward sales multiple than NET.Cloudflare (NET) and Fastly (FSLY) are both leading the content delivery network (CDN) space. While Cloudflare focuses on global expansion strategy, Fastly focuses on high-performance, programmable con ...

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 ...