[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Denistratos [@SoJustFollowMe](/creator/twitter/SoJustFollowMe) on x XXX followers Created: 2025-06-26 13:22:25 UTC 🔍 $FSLY - IS THERE STILL HOPE? 🧾 Q1’25: STILL BLEEDING, BUT LESS 🔹 Rev: $145M (+8%) 🔹 EPS: –$0.05 🔹 FY25 guide: $585–595M, EPS –$0.13 → –$0.07 Growth is stalling. Profit? Nowhere. 🛢 CDN IS A COMMODITY NOW Network Services: +7% Traffic pricing down ~20% in 2024. $AMZN and $NET are undercutting everyone. Same product - lowest price wins. 👻 #TIKTOK OFF THE TABLE Bytedance was ~2% of rev. Mgmt pulled it from guidance. Headline risk? Maybe. Real risk? Tiny. I model +1–2 pts upside. 🕳 FREEMIUM SUCKING UP PAID USERS $NET pulls in every new client with freemium. $FSLY just doesn’t convert. Looks like tech from another era. 🛠️ PIVOT TO PaaS - LATE BUT LOGICAL Bundled: CDN + Compute + Security. Trying to simplify and upsell. RPO +33% - small base, but it’s moving. 🌱 FCF: FIRST BREATH OF AIR Positive for the first time in forever. 2025: guided –$10M to breakeven 2026: targeting consistent cash flow. 🔦 $FSLY? REALLY? WHY NOW? ✅ EV/S = 1.8x - all-time low ✅ Still one of the fastest CDNs ✅ Edge-level control better than $NET or $AKAM There’s a niche dev crowd that still cares. Sometimes that’s enough to bring a ticker back to life. ⚠️ BUT IN REALITY… ❌ Still unprofitable ❌ Debt-heavy ❌ Losing relevance This isn’t $NET. Not even $TWLO. It’s just another edge story that didn’t stick. 🙅🏻♂️ NOT TOUCHING IT ⛔️ No growth, no story, no point. #SoJustFollowMe #SoJustMarketAnalytics #StockAnalysis  XXX engagements  **Related Topics** [tiktok](/topic/tiktok) [amzn](/topic/amzn) [bytedance](/topic/bytedance) [$net](/topic/$net) [$585595m](/topic/$585595m) [eps](/topic/eps) [$145m](/topic/$145m) [$fsly](/topic/$fsly) [Post Link](https://x.com/SoJustFollowMe/status/1938226342585127054)
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Denistratos @SoJustFollowMe on x XXX followers
Created: 2025-06-26 13:22:25 UTC
🔍 $FSLY - IS THERE STILL HOPE?
🧾 Q1’25: STILL BLEEDING, BUT LESS
🔹 Rev: $145M (+8%) 🔹 EPS: –$0.05 🔹 FY25 guide: $585–595M, EPS –$0.13 → –$0.07
Growth is stalling. Profit? Nowhere.
🛢 CDN IS A COMMODITY NOW
Network Services: +7% Traffic pricing down ~20% in 2024. $AMZN and $NET are undercutting everyone. Same product - lowest price wins.
👻 #TIKTOK OFF THE TABLE
Bytedance was ~2% of rev. Mgmt pulled it from guidance. Headline risk? Maybe. Real risk? Tiny. I model +1–2 pts upside.
🕳 FREEMIUM SUCKING UP PAID USERS
$NET pulls in every new client with freemium. $FSLY just doesn’t convert. Looks like tech from another era.
🛠️ PIVOT TO PaaS - LATE BUT LOGICAL
Bundled: CDN + Compute + Security. Trying to simplify and upsell. RPO +33% - small base, but it’s moving.
🌱 FCF: FIRST BREATH OF AIR
Positive for the first time in forever. 2025: guided –$10M to breakeven 2026: targeting consistent cash flow.
🔦 $FSLY? REALLY? WHY NOW?
✅ EV/S = 1.8x - all-time low ✅ Still one of the fastest CDNs ✅ Edge-level control better than $NET or $AKAM
There’s a niche dev crowd that still cares. Sometimes that’s enough to bring a ticker back to life.
⚠️ BUT IN REALITY…
❌ Still unprofitable ❌ Debt-heavy ❌ Losing relevance
This isn’t $NET. Not even $TWLO. It’s just another edge story that didn’t stick.
🙅🏻♂️ NOT TOUCHING IT ⛔️
No growth, no story, no point.
#SoJustFollowMe #SoJustMarketAnalytics #StockAnalysis
XXX engagements
Related Topics tiktok amzn bytedance $net $585595m eps $145m $fsly