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Fastly S-1 Reveals Competitive Predicament With AWS And Google

‘Some of these third-party hosting services offer competing products to ours and therefore may not continue to be available on commercially reasonable terms or at all,’ Fastly said in its regulatory filing. ‘These providers may be unwilling to do business with us if they view our platform as a threat.’

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Fastly's Cloudy Outlook

A regulatory filing by Fastly shows the company’s competitive predicament: some of its third-party cloud hosting providers also are its competitors.

The San Francisco-based company, whose enterprise-grade edge cloud platform is offered as an infrastructure-as-a-service, outlines its competitive risks with providers including Amazon Web Services, Google and SoftLayer in its S-1 registration form filed Friday with the U.S. Securities and Exchange Commission as a prelude to its proposed initial public offering.

On top of its edge computing platform, Fastly offers content delivery, streaming, cloud security and application delivery control. Its customers include Airbnb, Alaska Airlines, GitHub, New Relic, The Guardian, The New York Times, Spotify, Ticketmaster and Vimeo.

Fastly plans to list its stock on The New York Stock Exchange under the “FSLY” ticker symbol. The number of shares that will be offered and the price range haven’t been determined.

Click through to read about Fastly’s competitive risk with its cloud providers, its revenue and customers, its growth strategy with channel partners and other news gleaned from its S-1.

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