Equity Field Notes from temporal sources

[DanWebzster]

LLNW competes with legacy leader AKAM and momentum revenue grower FSLY in the digital Content Delivery Network (CDN) industry

Cash starved for years, they recently turned cash flow positive and raised 100M

Here are some reasons to believe they are near a tradeable near-term bottom:

1) Return of sports streaming.
2) Large customers in beta-testing
3) Edge function innovator (So they say)
4) Q4 is historically best Q
5) SNE's digital download initiative for PS5

Next ER is 10/14. I think there will be a tradeable rally between the election and the following earnings release.