$AKAM
This ticker

How Chip Stock Investor’s view on $AKAM changed

Channel profile →2 entries
2026-08-20
“What Is Cloudflare's Biggest Risk? Hyperscaler Vertical Integration -- CSI Supply / Value Chain Demo”
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.

Watch the source00:01
2026-08-18Bearish
“Why We're Considering Trimming Cloudflare (NET Stock), Not Buying More”
Speaker avoids AKAM due to distressed/underperforming status and high net debt; potential value only if growth accelerates via acquisitions.

Here's a look at the one from Akamai. They have these edge POPs, points of presence, their core network as well. Akamai also provides some actual cloud services.

Akamai has largely built these extra products and services via acquisition.

So I started with Cloudflare, then Akamai, and then Fastly, and here they are. We've got some financial breakdowns of each, and this is pretty wild. Cloudflare now trading at over $110 billion market cap, compared to the far older, more mature, and frankly much larger by revenue company, Akamai, at just under $18 billion, and then the small upstart at under $5 billion, Fastly.

Watch the source01:24
KolSays