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Cloudflare ran into problems getting equipment from its Asian suppliers early in the year. Then came the traffic flood."]},{"tagName":"p","children":[""In late March, traffic across our network spiked as the world shifted to working from home. In two weeks, we saw more than 50% growth in traffic, more than we had forecast for 12 months." Cloudflare's CEO and co-founder, Matthew Prince told analysts on a conference call in November. The company has accumulated 100,000 paying clients, with nearly half of its revenue coming from outside the U.S."]},{"tagName":"p","children":["Fastly stock got beaten down early in the pandemic because it does business with travel companies such as Alaska Airlines and ",{"tagName":"a","attributes":{"id":"1509187","type":"company","headline":"JetBlue Airways Corp T:JBLU","title":"JetBlue Airways Corp","section":{},"brand":"cnbc","href":"u002Fquotesu002F?symbol=JBLU"},"children":["JetBlue"]},", according to Rishi Jaluria, an analyst at DA Davidson. But that changed, especially after it delivered more revenue in the first quarter than analysts had expected. Fastly stock jumped about 46% the next day.",{"tagName":"br"},{"tagName":"br"},"Investors are paying rich premiums for the younger companies' growth. Cloudflare and Fastly are trading at, respectively, 48 times and 31 times their expected revenue over the next 12 months, while Akamai's multiple is just five."]},{"tagName":"p","children":["The promise is these companies will take market share from staid competitors. Akamai controlled 42% of the CDN market in 2019, according to an estimate from technology industry research firm IDC. After Akamai, ChinaNet Center held 13% of the market, while ",{"tagName":"a","attributes":{"id":"1515710","type":"company","headline":"Verizon Communications Inc VZ","title":"Verizon Communications Inc","section":{},"brand":"cnbc","href":"u002Fquotesu002F?symbol=VZ"},"children":["Verizon"]}," had about 5% and ",{"tagName":"a","attributes":{"id":"1505267","type":"company","headline":"Centurylink Inc LUMN","title":"Centurylink Inc","section":{},"brand":"cnbc","href":"u002Fquotesu002F?symbol=LUMN"},"children":["Lumen"]}," (formerly known as CenturyLink) and ",{"tagName":"a","attributes":{"id":"1509766","type":"company","headline":"Limelight Networks Inc T:LLNW","title":"Limelight Networks Inc","section":{},"brand":"cnbc","href":"u002Fquotesu002F?symbol=LLNW"},"children":["Limelight Networks"]}," each had almost 3%."]},{"tagName":"p","children":["What's more, Cloudflare and Fastly are going after a nascent market known as edge computing, which enables applications to run faster by being closer to users. Those companies can benefit if demand for edge computing takes off and they can take meaningful market share, Jaluria told CNBC. He estimates that edge computing represents less than 10% of revenue for Fastly, a stock on which he has a buy rating."]},{"tagName":"p","children":["Fastly operates its CDN ",{"tagName":"a","attributes":{"href":"https:u002Fu002Fwww.citrix.comu002Fproductsu002Fcitrix-intelligent-traffic-managementu002Fcountry-reports.html","section":{}},"children":["more efficiently"]}," than Akamai while using fewer computer servers, and Fastly is more friendly to developers than Akamai, Jaluria said. He said Fastly boasts growing customers such as ",{"tagName":"a","attributes":{"id":"102713397","type":"company","headline":"Shopify Inc SHOP-CA","title":"Shopify Inc","section":{},"brand":"cnbc","href":"u002Fquotesu002F?symbol=SHOP-CA"},"children":["Shopify"]}," and ",{"tagName":"a","attributes":{"id":"105089001","type":"company","headline":"Spotify Technology SA SPOT","title":"Spotify Technology SA","section":{},"brand":"cnbc","href":"u002Fquotesu002F?symbol=SPOT"},"children":["Spotify"]},", as well as video-sharing app TikTok. "]},{"tagName":"p","children":["Akamai counts Airbnb and Epic Games as customers, along with Microsoft and Sony, which are both are selling new video game consoles this holiday season, said Ari Weil, vice president of product and industry marketing at Akamai. Unlike Fastly, Akamai doesn't display prices on its web site. But Weil noted that Akamai provides tools to help programmers get started quickly, and has servers in place to provide better performance outside major markets."]},{"tagName":"p","children":["There's also the possibility that these fast-growing upstarts could be sucked up by bigger enterprise players, giving their stocks another bump. On Tuesday, Fastly stock rose almost 15% following ",{"tagName":"a","attributes":{"href":"https:u002Fu002Fwww.barrons.comu002Farticlesu002Ffastly-shares-spike-on-rumors-of-potential-cisco-takeover-bid-51607446527","section":{}},"children":["speculation"]}," about a possible acquisition by ",{"tagName":"a","attributes":{"id":"1505169","type":"company","headline":"Cisco Systems Inc CSCO","title":"Cisco Systems Inc","section":{},"brand":"cnbc","href":"u002Fquotesu002F?symbol=CSCO"},"children":["Cisco"]},". 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