Cloudflare (NYSE: NET) and Fastly (NYSE: FSLY) are providers of cloud-based content delivery networks. This is because they provide technologies that accelerate the delivery of digital content to websites. Thus, both companies went public in 2019. As a result, Cloudflare’s share value increased by more than 550%, while Fastly’s trades about 10% below its IPO price.
The disparity between the two companies increased as the Cloudflare grew much faster than Fastly in the last four years. This is because, while the Cloudflare expects its revenue to increase 27% in 2024, Fastly anticipates growth of 15% to 17%.
Cloudflare with positive results
A Cloudflare also maintained higher retention rates than Fastly, with a dollar-based net retention rate of 115% at the end of the fourth quarter, compared to 113% for Fastly. In addition Cloudflare It has already been profitable on a non-GAAP basis since 2022, while Fastly remains unprofitable by the same measure.
Although the Fastly trade at a much lower sales multiple than the Cloudflareits financial performance and weaker growth prospects suggest that the Cloudflare it is a stronger long-term investment option.
Source: Atrevida
Earl Johnson is a music writer at Gossipify, known for his in-depth analysis and unique perspective on the industry. A graduate of USC with a degree in Music, he brings years of experience and passion to his writing. He covers the latest releases and trends, always on the lookout for the next big thing in music.
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