Side-by-side comparison of AI visibility scores, market position, and capabilities
NYSE: FSLY edge cloud CDN and security at $144.5M Q1 2025 revenue (+8% YoY) with $8.2M FCF; new CEO Kip Compton Jun 2025 driving turnaround with $585-595M 2025 guidance competing with Cloudflare and Akamai for developer-programmable edge computing.
Fastly, Inc. is a San Francisco-based edge cloud platform — listed on NYSE (NYSE: FSLY) — providing developers and enterprises with content delivery network (CDN), DDoS protection, edge computing (Compute@Edge, WebAssembly runtime), web application firewall (WAF), and image optimization services that enable faster, more secure digital experiences through its globally distributed edge network. Fastly generated approximately $545 million in full-year 2024 revenue with Q1 2025 revenue of $144.5 million (+8% year-over-year) and positive free cash flow of $8.2 million (versus -$2.2 million in Q1 2024), demonstrating the operational turnaround that new CEO Kip Compton (appointed June 2025) is implementing. Fastly's 2025 full-year guidance of $585-595 million revenue reflects continued growth momentum.
Amazon (AMZN) reported $638B revenue in FY2024, up 11% YoY. AWS revenue $105.3B (+19%). Market cap ~$2.2T. 1.5M+ employees. Seattle, WA. AWS is world's largest cloud provider. Bedrock AI platform, custom Trainium chips.
Amazon was founded in 1994 by Jeff Bezos in Bellevue, Washington as an online bookstore operating from a garage, with the stated ambition of becoming "the everything store" — a long-term vision that proved accurate well beyond what even early investors anticipated. Bezos's founding philosophy centered on customer obsession, long-term thinking, and a willingness to invest in infrastructure years before it would generate returns. The company went public in 1997 and systematically expanded from books into electronics, then general merchandise, then marketplace third-party selling, and ultimately into cloud computing, digital media, devices, logistics, and healthcare. Amazon Web Services, launched in 2006, was a consequence of the internal infrastructure Amazon had built to scale its retail operations — and became the company's most profitable business.\n\nAmazon operates one of the most complex multi-business enterprises in corporate history. Amazon.com and its marketplace of 2+ million third-party sellers represent the world's largest e-commerce platform. AWS serves as the cloud infrastructure backbone for a substantial portion of the global internet, generating $105.3 billion in revenue in FY2024. Amazon Prime, with hundreds of millions of members globally, bundles shipping benefits, streaming video, music, gaming, and pharmacy services into a loyalty flywheel that increases purchase frequency and customer lifetime value. Additional major business lines include Alexa and Echo devices, Kindle and digital content, Amazon Advertising (a $56B+ revenue business), Whole Foods, Amazon Pharmacy, and Amazon Logistics.\n\nAmazon reported FY2024 revenue of $638 billion, up 11% year over year, with a market capitalization of approximately $2.2 trillion — making it one of the five most valuable companies globally. The company employs 1.5 million+ people worldwide, making it one of the largest private employers on earth. Andy Jassy, who built AWS from its founding and succeeded Bezos as CEO in 2021, has focused Amazon's strategy on AWS AI infrastructure, advertising growth, and logistics efficiency as the primary drivers of long-term margin expansion.
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