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ZM , FSLY , DBX , SMAR , COUR , JCOM , DCT , DOCU , TWLO , PEGA

+1 pts





By rogoman on June 11, 2021, 3:16 p.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FSLY

+32 pts



$FSLY - RBC sees long-term opportunity in Edge and Security, but believes the stock is fully valued (deep dive)

By josiebe on June 11, 2021, 10:51 a.m.
Tagged topics: premium valuation , deep dive , edge computing , RBC , security software

Views: 96, Votes: 2, Responses: 0, Attachments: 41
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+35 pts



$ZM, $TWLO, $PEGA - RBC believes pandemic's tailwinds for software are long-lasting, identifies 3 top picks for post-pandemic (deep dive)

By josiebe on June 11, 2021, 10:45 a.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 113, Votes: 2, Responses: 1, Attachments: 29
FSLY , AKAM , NET

+31 pts



$FSLY - Oppenheimer downgrades stock after outage, says it would impact 2H growth

By josiebe on June 10, 2021, 11:17 a.m.
Tagged topics: outage , management departure , tough comps , risk to estimates , Oppenheimer , cloud service providers

Views: 83, Votes: 1, Responses: 0, Attachments: 4
AKAM , FIVN , FSLY , NET

+32 pts



Piper Sandler data indicates demographics support strong secular growth outlook for gaming and streaming, positive for $AKAM, $FIVN, $FSLY, and $NET

By josiebe on April 7, 2021, 1:31 p.m.
Tagged topics: analyst checks , streaming , gaming , secular growth , NGINX , CDNs , teens , gamers , customer service

Views: 96, Votes: 2, Responses: 0, Attachments: 9
CRM , MSFT , T , FSLY , VZ , DOX , EGHT , EQIX

+5 pts



Nice

By arstgurujai on April 3, 2021, 5:26 a.m.
Tagged topics: AWS , Azure , secular trends , secular growth , edge computing , Oppenheimer , cloud adoption

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FSLY

+5 pts



Helpful

By arstgurujai on March 30, 2021, 8:24 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FSLY

+5 pts



AMAZING

By johnoneoff on March 30, 2021, 4:18 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FSLY

+43 pts



$FSLY - RayJay's deep dive initiation report from June 2019 (as requested)

By ethonomics on March 30, 2021, 2:34 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly

Views: 31, Votes: 2, Responses: 2, Attachments: 56
MSFT , CRM , DOX , EQIX , EGHT , FSLY , T , VZ

+74 pts



Oppenheimer says cloud adoption is 'accelerating on all fronts', says cloud exposure should be core holdings as we are still in the very early innings of this IT mega trend

By ethonomics on Feb. 26, 2021, 12:41 p.m.
Tagged topics: AWS , Azure , secular trends , secular growth , edge computing , Oppenheimer , cloud adoption

Views: 202, Votes: 2, Responses: 1, Attachments: 5