Fastly vs FastSpring

Comcast and Fastly’s New Content Delivery Model Powers Highest Quality Experience for Peacock’s Biggest Live Events

Fastly announces a new content delivery model with Comcast to power Peacock's biggest live events.

Fastly Unveils AEDA: Autonomous Edge Security in Gemini Enterprise

Discover Fastly’s Autonomous Edge Defense Agent (AEDA) in Gemini Enterprise, designed to streamline incident response and slash MTTR.

Akamai surges after $11.6B Anthropic CPU deal

Akamai Technologies' shares surged up to 16.4% after announcing an $11.6 billion deal with AI company Anthropic for dedicated cloud computing capacity over seven years, marking the largest deal in Akamai's history. The deal focuses on CPU-based infrastructure for agentic AI workloads, with an option to expand to $20 billion. Anthropic will receive a warrant for up to 5% of Akamai's stock, vesting based on spending milestones. Akamai expects $5.5 billion in capital spending plus $1.7 billion for components, and analysts estimate this equates to about 77 megawatts of computing power. Revenue is expected to begin in 2027, with an annual run rate of $1.7 billion by end of 2028. CNBC's Jim Cramer highlighted Akamai as a buy, citing its low valuation (under 16 times expected earnings) and the Anthropic deal, while suggesting a pullback for Cloudflare (279 times earnings) and Fastly (50 times earnings). Akamai is repositioning with edge computing to handle AI workloads closer to users.

• Akamai signed an $11.6 billion deal with Anthropic for dedicated cloud computing capacity over 7 years, the largest in Akamai's history.
• The deal can be expanded to up to $20 billion and includes a warrant granting Anthropic up to 5% of Akamai's stock, vesting based on spending milestones.
• Computing capacity focuses on CPUs for agentic AI, not GPUs; Akamai expects $5.5 billion in capital spending (plus $1.7 billion for components), ~77 MW of power.

In-Game vs Web Store Pricing for D2C Monetization

This article from PocketGamer.biz provides guidance on pricing and packaging strategies for direct-to-consumer (D2C) web stores in mobile gaming. It emphasizes that publishers should start by understanding their game's economy, specifically the balance of sources and sinks, before setting prices. Data from an A/B test suggests that offering additional entitlements (e.g., more gems for the same price) outperforms price discounts in driving conversions and revenue. The article also highlights the importance of reducing friction through direct checkout, citing return purchase rates around 90% for FastSpring's larger clients. Additionally, it discusses alternative strategies to drive D2C behavior without changing prices, such as content creator programs, loyalty currencies, and exclusive web-store products. The piece concludes that there is no universal pricing formula; success depends on iterating based on game-specific data.

• Only 2% to 3% of players spend money in many mobile games.
• A/B test showed additional entitlements outperform price discounts in D2C conversion.
• FastSpring's larger clients report return purchase rates around 90% on web stores.

FastSpring Launches Funnel Audits: The Ultimate Monetization Insight Engine

FastSpring has launched Funnel Audits, a new monetization insight engine, as announced on September 23rd, 2026. The blog also features new posts on achieving the highest NPS among top MoRs, California SB 122 tax changes, and a partnership with Paysafe.

Hiring and promotions across major game companies

A jobs digest reports multiple hires and promotions across the mobile and broader games industry. EA promoted Cam Weber to president and chief studios officer and David Tinson to president and chief operating officer as EA completes a $55bn take-private by a consortium led by Saudi Arabia’s PIF. Nazara Technologies appointed Raymond A. Stauffer as CEO while founder Nitish Mittersain transitions to managing director after overseeing revenue growth and a $303m acquisition. Other moves include Michael Lieb named principal accounting officer at Unity, Martin Keely joining Epic Games as VP/GM of the Epic Games Store and Epic Online Services, Jon Middleton joining Xsolla as EVP of strategic business, and hires at Kabam, Scopely, Tactile Games and Moon Active.

• EA appointed Cam Weber as president and chief studios officer and promoted David Tinson to president and chief operating officer as EA completes a $55bn take-private acquisition by a consortium led by Saudi Arabia’s PIF.
• Nazara Technologies: Nitish Mittersain stepped down as chief executive to become managing director; Raymond A. Stauffer was named CEO. Nazara grew revenue from $115m to $192m and completed a $303m acquisition of Bluetile and BestPlay.
• Unity appointed Michael Lieb as principal accounting officer effective July 27; he previously served at Peloton Interactive, Shutterstock, Spotify and Ernst & Young.