Nienz personal page - To The Moon

Nienz

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2021-07-04

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2021-04-05

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2021-04-09

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2021-04-06

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2021-04-03

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2021-04-10

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2021-05-01

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2021-04-27

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2021-04-15

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2021-04-13

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Akamai is shifting its mix to reduce its reliance on content delivery and moving toward being a security and computing-centric company. As a result, nearly every single top company employs Akamai in some form.In 3Q22, Akamai repurchas","listText":"Shifting mix toward security solutions and Infrastructure as a Service (IaaS).Moving away from mature products like CDNs (Content Delivery Networks) toward more edge offerings.Countering employee stock-based dilution with $1.4 billion in authorized buybacks.Strong 3–5-year growth rates on computing and security segments more than offsetting modest declines in CDN.Increasing deal size and increasing add-on services.Investment ThesisAkamai<a href=\"https://ttm.financial/S/AKAM\">$Akamai(AKAM)$</a> is a technology firm specializing in cloud computing and security. Akamai is shifting its mix to reduce its reliance on content delivery and moving toward being a security and computing-centric company. As a result, nearly every single top company employs Akamai in some form.In 3Q22, Akamai repurchas","text":"Shifting mix toward security solutions and Infrastructure as a Service (IaaS).Moving away from mature products like CDNs (Content Delivery Networks) toward more edge offerings.Countering employee stock-based dilution with $1.4 billion in authorized buybacks.Strong 3–5-year growth rates on computing and security segments more than offsetting modest declines in CDN.Increasing deal size and increasing add-on services.Investment ThesisAkamai$Akamai(AKAM)$ is a technology firm specializing in cloud computing and security. Akamai is shifting its mix to reduce its reliance on content delivery and moving toward being a security and computing-centric company. As a result, nearly every single top company employs Akamai in some form.In 3Q22, Akamai 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