Updates - FSLY - A Top-Down Analysis

What’s next for FSLY after the share plunged for the entire year? We believe there is still value out there.

Executive Summary

• A top-down examination of the investment thesis to understand the cascading tailwinds that will underscore FSLY’s CDN and Edge businesses.

• Results have been underwhelming but FSLY’s distinct advantages pertaining its technical prowess in utilizing WebAssembly within its Compute@Edge product lays out a promising future.

• We still consider F…