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Cloudflare NET and Akamai Technologies AKAM are both established players in the content delivery network (CDN) market. Both ...
DiFucci has had a Sell on Cloudflare’s stock since early 2023 when shares traded near half their current level. In its core business of content delivery, Akamai competes with Cloudflare ...
Cloudflare's competitive advantage lies in its extensive ISP partnerships, enabling lower pricing and broad adoption, ranking it second only to Akamai in the CDN market. The CDN market is ...
Investors bailed on the cloud content delivery network and security firms Cloudflare Inc. and Akamai Technologies Inc. today after both companies provided tepid guidance in the wake of their third ...
Its current price of $38.91 is inching closer to our base case. Since we previously compared Cloudflare with Akamai's prices in its early days, we offer to refresh the chart. Since a month ago ...
Sure, Cloudflare’s growth is considerably higher with revenue on track to grow by about 28% this fiscal year, versus consensus estimates of about 5% growth for Akamai. That said, even Akamai ...
Akamai met analysts’ revenue expectations ... beating analysts’ expectations by 7.2%, and Cloudflare reported revenues up 26.9%, topping estimates by 1.8%. F5 traded up 11.4% following the ...
We think the most natural competitor would be Cloudflare, whose distributed network—the key infrastructure in transferring computing from the core to the edge—is marginal compared with Akamai ...
Cloudflare NET and Akamai Technologies AKAM are both established players in the content delivery network (CDN) market. Both Cloudflare and Akamai are expected to gain from the rapidly expanding ...