FSLY的增长重新加速和估值折价使其可能成为小盘股的增持对象。
逐段跳播
然后是来自 Fastly 的那个，看起来非常相似。
And then the one from Fastly, which looks pretty similar.
Fastly 也属于更偏向下一代 CDN 的服务。这里也有很多不同的产品：基础 CDN、网络安全，还有一些计算产品。他们开始涉足计算领域，允许客户直接在网络边缘执行一些计算，以及我们之前讨论过的可观测性。
Fastly, also kind of more of a next-gen CDN service. Also lots of various products in here: the basic CDN, cybersecurity, some compute products as well. They're getting a bit into compute, allowing customers to perform some compute directly at the network edge, and then observability, which we've talked about before.
所以我从 Cloudflare 开始，然后是 Akamai，再然后是 Fastly，它们都在这里。我们有一些各自的财务细分，这相当惊人。Cloudflare 现在的市值超过 1100 亿美元，而相比之下，历史更悠久、更成熟、而且坦率地说收入规模大得多的 Akamai 市值不到 180 亿美元，然后是市值不到 50 亿美元的小型新兴公司 Fastly。
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.
Fastly 最近重新加速增长，如果你是一位长期受苦的 Fastly 股东，这太棒了。增速重新回到 20% 以上。
Fastly has re-accelerated as of late, which is fantastic if you've been a long-suffering Fastly shareholder. Accelerated back over 20%.
而且你已经在过去十二个月的自由现金流利润率中看到了，为 14%，Akamai 为 22%，Fastly 略低于 7.5%，尽管随着它们再次获得一些动力，这也可能会有所改善。
And you can see it already in the free cash flow margin at 14% over the last twelve-month period, 22% for Akamai and Fastly at just shy of 7.5%, though that is also probably going to be improving here, as they pick up some steam again.
我们是否应该配置到 Fastly，它目前以相对折价交易？也许。Fastly 再次出现了一些相当健康的增长。也许这是一个值得加入小盘股、小注篮子中的标的。
Do we allocate to Fastly, which is trading at a relative discount? Maybe. Some pretty healthy growth happening at Fastly again. Maybe this is one worth adding to a small cap, small bets basket.
这个频道对 $FSLY 的历次判断
Chip Stock Investor 在这只股票上共 2 条判断，这里只列相邻的几条。