{"podcast":{"title":"Chip Stock Investor Podcast","slug":"chip-stock-investor-podcast-6441813","podcast_index_feed_id":6441813,"rss_url":"https://anchor.fm/s/e2cacf78/podcast/rss","website_url":"https://chipstockinvestor.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/37949422/37949422-1745251328337-b57bc485b0f23.jpg","author":"Nicholas Rossolillo; Kasey Rossolillo","episode_count":488,"summary":"Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The semiconductor industry is at an inflection point of renewed growth, powering new movements like generative AI and electric vehicles. The Chip Stock Investor Podcast explores how semiconductors work, and especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the engine of the world, and how to invest in its growth.","last_synced_at":"2026-09-10T14:19:01.542886+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813"},"episode":{"title":"The CDN Stocks Compared: Cloudflare vs. Akamai vs. Fastly | New Dashboard Preview","slug":"the-cdn-stocks-compared-cloudflare-vs-akamai-vs-fastly-new-dashboard-preview","published_at":"2026-08-18T14:00:01+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/the-cdn-stocks-compared-cloudflare-vs-akamai-vs-fastly-new-dashboard-preview","show_page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/The-CDN-Stocks-Compared-Cloudflare-vs--Akamai-vs--Fastly--New-Dashboard-Preview-e3nihsk","audio_url":"https://anchor.fm/s/e2cacf78/podcast/play/124388692/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-18%2F430068319-44100-2-66c685e4dc241.mp3","summary":"CDNs have quietly become one of the most important layers of internet and AI infrastructure, moving everything from website traffic to large-scale AI data transfer. In this episode we compare the three public leaders — Cloudflare (NET), Akamai (AKAM), and Fastly (FSLY) — on revenue growth, gross margin, operating margin, free cash flow margin, and balance sheet strength. We also give you a first look at the new Chip Stock Investor research dashboard, launching in September at chipstockinvestor.com. The CDN comparison is the demo: everything you hear us pull up, you'll be able to run yourself. A few things that stood out: Cloudflare, another 30%+ quarter (33.5% growth) with net cash, but trading near 40x sales at a $110B+ market cap. Akamai is larger by revenue, but carrying $4.2B in net debt after an acquisition-led push into cloud infrastructure. Fastly, growth re-accelerated past 20%, putting the smallest of the three back in the value conversation. Full company-by-company research, valuation models, and portfolio allocation notes go live for Semiconductor Insider members in September: https://www.chipstockinvestor.com All our socials: https://linktr.ee/chipstockinvestor Chapters: (0:00) Why the CDN market matters for AI infrastructure (1:00) What a CDN actually does (3:00) How each company differentiates: security, compute, observability (3:45) Live dashboard: market cap and revenue (4:00) Revenue growth: Cloudflare's 33.5% vs. Akamai's slowdown (5:00) Margins that matter: gross, operating, free cash flow (6:00) Balance sheet: net cash vs. Akamai's $4.2B net debt (6:30) Long-term revenue trajectory (7:00) Cloudflare valuation: is 40x sales too rich? (8:00) Portfolio moves: trimming Cloudflare, Akamai's turnaround, Fastly's upside CSI owns shares of Cloudflare. Conte…","meta_description":"CDNs have quietly become one of the most important layers of internet and AI infrastructure, moving everything from website traffic to large-scale AI data…","key_points":[],"chapters":[],"topics":[],"duration_seconds":556,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/the-cdn-stocks-compared-cloudflare-vs-akamai-vs-fastly-new-dashboard-preview/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/the-cdn-stocks-compared-cloudflare-vs-akamai-vs-fastly-new-dashboard-preview.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}