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 ...