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AKAM

Akamai

$95.18 /

+1.5 (+1.60%)

, FSLY

Fastly

$22.75 /

+0.35 (+1.56%)

07:39
02/05/20
02/05
07:39
02/05/20
07:39

Piper says Disney+ success 'strong positive' for Akamai, Fastly, F5

Disney (DIS) is going to be a large customer for the content delivery networks given the ramp of Disney+, ESPN+ and Hulu, Piper Sandler analyst James Fish tells investors in a research note. The analyst views the one hour of average Disney+ watching, the quick ramp of paid subs, exit subs across all three services, coming original content, less than 5% content delivery networks cost and future launches of the over-the-stop services into new countries as "strong positives" for content delivery networks. Fastly (FSLY) has the most relative exposure to over-the-top within its business, while Akamai (AKAM) will get the largest traffic share among the CDN vendors, according to Fish. Further, the analyst says he recently learned that F5 Networks' (FFIV) NGINX unit has a utility-based enterprise license agreement with Disney+ that should enable it to also benefit as the streaming service grows. In addition, coronavirus fears may also drive more content delivery network business as consumers stay at home more, argues Fish. He believes the early success of Disney+ is a "strong positive" for Akamai, Fastly and F5 and continues to recommend owning all three stocks.

AKAM

Akamai

$95.18 /

+1.5 (+1.60%)

FSLY

Fastly

$22.75 /

+0.35 (+1.56%)

FFIV

F5 Networks

$123.24 /

+1.45 (+1.19%)

DIS

Disney

$145.05 /

+3.75 (+2.65%)

  • 11

    Feb

  • 13

    Feb

  • 20

    Feb

AKAM Akamai
$95.18 /

+1.5 (+1.60%)

01/15/20 Piper Sandler
Piper introduces long VMware, short Juniper pair trade into Q4 results
01/07/20
Fly Intel: Top five analyst upgrades
01/07/20 Guggenheim
Guggenheim upgrades Akamai to Buy on strong traffic trends
01/07/20 Guggenheim
Akamai upgraded to Buy from Neutral at Guggenheim
FSLY Fastly
$22.75 /

+0.35 (+1.56%)

02/03/20 Piper Sandler
Fastly Super Bowl sales rose 10%-15% year-over-year, says Piper Sandler
01/02/20
Fly Intel: Top five analyst upgrades
01/02/20 Piper Sandler
Fastly upgraded to Overweight from Neutral at Piper Jaffray
10/11/19 Piper Sandler
Fastly downgraded to Neutral from Overweight at Piper Jaffray
FFIV F5 Networks
$123.24 /

+1.45 (+1.19%)

01/28/20 MKM Partners
F5 Networks price target lowered to $144 from $166 at MKM Partners
01/28/20 RBC Capital
F5 Networks price target lowered to $145 from $157 at RBC Capital
01/28/20 JPMorgan
F5 Networks Q1 strong but guidance falls short, says JPMorgan
12/20/19 Cowen
F5 Network price target lowered to $169 from $185 at Cowen
DIS Disney
$145.05 /

+3.75 (+2.65%)

01/30/20 Rosenblatt
ViacomCBS initiated with a Neutral at Rosenblatt
01/29/20 Bernstein
ViacomCBS initiated with an Underperform at Bernstein
01/29/20 BofA
Hasbro initiated with a Neutral at BofA
01/22/20 Credit Suisse
Ste-up now 'quite favorable' for Netflix heading into 2020, says Credit Suisse

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Technical Analysis
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Technical Analysis
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Downgrade
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On The Fly
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