Sep. 16 at 3:11 PM
$FSLY So it looks like the Oracle-TikTok rumors might be true.
If this is the case & the deal goes through, acquiring
$FSLY would make the most strategic sense for Oracle. It would
1. Allow Oracle to own the CDN layer & reduce their dependencies on 3rd party CDNs like
$AKAM &
$NET & cut costs by reducing multivendor overhead. They could capture a high % of TikTok’s CDN spend
2. Fastly’s existing edge security would differentiate
$ORCL from AWS & Azure which could help with regulators. They would become a trusted edge security provider immediately.
3. Fastly’s edge platform already supports AI inference which would allow Oracle to launch consumer scale AI & create a competitive moat against other hyper scalers. It also moves Oracle from databases to edge markets with more growth potential.
All of these good things of course doesn’t guarantee Oracle will acquire Fastly, but there are clear benefits if it does
