Akamai is entrenched in the customer base, but faces headwinds from hyperscaler vertical integration; a financial recovery is needed.

Let's just continue with where we left off, talking about the CDN market, Cloudflare, Akamai, and Fastly, which, if you haven't watched that, check out the video.

Fastly competes against much larger Cloudflare and Akamai,

It's because the big guys have actually built their own CDNs and have progressively cut legacy providers like Akamai out of the mix.

If a company wanted to actually operate their AI from a CoreWeave or Nebius cloud, will actually then need to go pay for a CDN service and hook up the CDN, like let's say Cloudflare, Akamai, or Fastly.

Airbnb, Akamai, Booking Holdings, Akamai, as well as AWS. SAP, Akamai, Palo Alto, Akamai and AWS.

Interesting here. We actually saw Akamai come up quite a bit. Maybe Akamai is worth taking a closer look at, even though the revenue has kind of fallen off. Or maybe this is just indicative of these really big enterprise software companies being pretty well tenured at this point, and so Akamai is just there in the mix.

Maybe Akamai's management team is expecting some robust growth.

Akamai, it seems, has gotten itself fairly well-entrenched. You see a lot of downstream customers here using Akamai. But we need a financial recovery, as we talked about already.