Peter has done a wonderful job in digging into $FSLY Q3 ER.

I& #39;ve got a few more slides to add to his excellent article, all from one session I attended during Altitude 2020 - "Planning for the unpredictable: growing Fastly’s network in 2020 & beyond" w/ Artur Bergman

Threadhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> https://twitter.com/StackInvesting/status/1330607986910392321">https://twitter.com/StackInve...

Acceleration in 2020 was due to:

+ Change in their approach from building more locations to concentrating presence in currently heavily used sites (12 -> 6)

+ Upgrading the hardware in those locations (14 -> 27)

which...

Created 48 Tbps add& #39;l capacity

More capacity doesn& #39;t mean more locations. It& #39;s all about efficiency and $FSLY is really good at it.

This is one part Peter briefly talks about in his article, I just want to give more details on how it looked before.

"2 physical sites working as 1 Metro POP"

And this is how it looks in the racks...

Focus on - how they increased the networking capacity from 1.6 Tbps to 16.3 Tbps "which is ludicrous" ~ as Artur puts it word by word

This is how we plan to meet the demand in high-density metro regions around the world in next 2 yrs

It doesn& #39;t mean $FSLY is slowing down, they& #39;re just getting more efficient.

Future Roadmap for new POP& #39;s (in the image)

Planned Upgrades (existing POP& #39;s):

12 - N America
5 - Europe
4 - Australia
2 - Japan

(end)

cc& #39;ing fellow $FSLY bulls: @SeifelCapital @hhhypergrowth @SamSharplesMT @KermitCapital