”The rate of rise, even precovid, seems low for a company that says they have <1% of enterprise customer #s.”
Fastly says they prefer to partner with customers that aggregate usage. This allows them to have a lighter sales team and form closer relationships (Compute@Edge beta testing is surly leveraging and building upon these relationships). Consider customers like Shopify, Amazon.com and TicTok. They all funnel the usage of their own customers in to Fastly’s network and they directly grow together. This is a different dynamic then simply going after every enterprise that might offer some internal type of usage.