Market PositioningFastly, Inc. benefits from the consolidation of the CDN sector, reducing competition from six to three key players, positioning itself as a premium provider.
Product DiversificationFastly is making solid progress in diversifying from the core delivery business into higher growth areas like security and emerging products, which saw significant growth.
Revenue OpportunityFastly is expected to capture $40M in revenue following Edgio's bankruptcy, which should benefit the company significantly.