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AI '25: CDNs
5 tickers · $112.59B total market cap
Group: AI
AI '25: CDNs tracks 5 publicly listed stocks in this theme: 300017.SHE, AKAM, FSLY, LUMN, NET. See the constituent table for details.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Cloudflare, Inc.NET | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 2.88% | -21.10% | 38.68% | 5.40% | $71.31B | 20.0000 |
Akamai Technologies, Inc.AKAM | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -14.07% | 21.08% | 23.91% | -4.31% | $21.92B | 20.0000 |
Lumen Technologies, Inc.LUMN | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -26.36% | 5.14% | 48.15% | -6.32% | $9.96B | 20.0000 |
Wangsu Science & Technology Co.,Ltd.300017.SHE | 04/15/2026 (AMC) | 04/15/2026 (AMC) | 0.13% | 2.45% | 63.61% | -0.55% | $6.78B | 20.0000 |
Fastly, Inc.FSLY | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 96.13% | -39.74% | 72.89% | -16.10% | $2.62B | 20.0000 |
| Average | 11.74% | -6.43% | 49.45% | -4.38% | $22.52B | 20.0000 | ||
| Median | 0.13% | 2.45% | 48.15% | -4.31% | $9.96B | 20.0000 | ||
| Std Dev | 43.48% | 21.42% | 17.43% | 7.09% | $25.23B | 0.0% | ||
| Min | -26.36% | -39.74% | 23.91% | -16.10% | $2.62B | 20.0000 | ||
| Max | 96.13% | 21.08% | 72.89% | 5.40% | $71.31B | 20.0000 | ||
| % Positive Tickers | 60.00% | 60.00% | 100.00% | 20.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.