Fastly Inc (FRA:2Y7)
€ 7.454 -0.046 (-0.61%) Market Cap: 1.05 Bil Enterprise Value: 1.15 Bil PE Ratio: 0 PB Ratio: 1.14 GF Score: 67/100
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Fastly Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 08, 2023 / 08:55PM GMT
Release Date Price: €14.17 (+1.90%)
Sanjit Kumar Singh
Morgan Stanley, Research Division - VP

All right. Good afternoon, everyone. TMT, Day 3, the afternoon session. Super pleased to have the management team for Fastly, Todd Nightingale, CEO; and Ron Kisling, Chief Financial Officer. Thank you both for joining us at the conference.

I think just to read some disclosures, so basically www.morganstanley.com/researchdisclosures to get the disclosures. And with that, let's kick off the conversation.

Questions & Answers

Sanjit Kumar Singh
Morgan Stanley, Research Division - VP

Todd, I wanted to start with just a little bit about yourself, you're roughly 6-plus months into the role. What attracted you to the Fastly opportunity? And then as you took on the role, what was your sort of assessment of the state of the business? What are the things that you thought like things are being executed very well on. And what are some of the things that you wanted to drive further improvement?

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