Fastly

https://www.fastly.com/
https://www.linkedin.com/company/fastly/

Fastly, a publicly owned company headquartered in the United States, founded in 2011, employs approximately 1,120 individuals, and reported $624.0M in revenue as of 2025. Specializing in telecoms network infrastructure, the company operates as a cloud computing services provider. Its network functions as an edge cloud platform, offering services such as content delivery network (CDN), image optimization, video and streaming, cloud security, and load balancing. The cloud security services specifically include denial-of-service attack protection, bot mitigation, and a web application firewall.

2025 Revenue

Founded

2011

Headcount

1,140

Headquarters

United States

Primary Segment

Telecoms network infrastructure

Ownership

Publicly Owned

Deployments

News Summary:

Fastly executives reported healthy demand across its delivery, security, and compute offerings, with CFO Rich Wong highlighting broad-based growth and increasing customer commitments, including 43% security growth during its Q2 rally. This performance, driven by AI traffic fueling edge opportunities, has renewed attention on the company’s edge-cloud business. Fastly's strong quarterly execution and focus on AI digital delivery and cloud demand are central to its narrative, positioning its edge-cloud platform within the evolving digital infrastructure landscape and attracting investor interest.

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Fastly offers 5 products in the media tech, enterprise tech and telecoms tech industries. Fastly's product portfolio comprises of enterprise security, connectivity and distribution services, telecoms network infrastructure and video processing and playout.

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Fastly's revenues were $624.0M in 2025. Caretta Research has split Fastly's revenue into 5 different product categories, the largest of which is non-media content delivery networks (CDNs), which represents 60% of Fastly's revenue.

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Sep

23rd

2026

06:30

Emerging Tech, Financial Results, Financial Performance

Fastly raises 2026 revenue and EPS guidance after strong Q2 beat, price target lifted to $34

Fastly reported record Q2 2026 revenue of $183.3 million, up 23% year-over-year, and non-GAAP EPS of $0.15, both exceeding analyst expectations. The company raised its 2026 revenue guidance to $739 million and EPS to $0.52, citing improved operating leverage, margin expansion, and stronger customer retention.

Pluang

Sep

22nd

2026

13:09

Events, B2B Tag, Events and Conferences

Fastly, Inc. (FSLY) Analyst/Investor Day Transcript

Fastly, Inc. (FSLY) Analyst/Investor Day September 22, 2026 1:00 PM EDT Company Participants Vernon Essi - Head of IRKip Compton - CEO & DirectorArtur Bergman - Founder, CTO & DirectorKelly Shortridge - Chief Product OfficerScott

Seeking Alpha

Sep

22nd

2026

08:49

Building Metered Streams with MPP and Fastly Compute

In the previous post in this series, we built an x402 application that allowed a machine client to receive an HTTP 402 payment challenge, pay it, retry the request, and access a protected resource. That flow works well when the transaction maps to a single request.

Fastly

Sep

22nd

2026

08:06

New Offerings, Emerging Tech, B2B Tag, New Offerings

Fastly’s AI Security Push Adds Heat Ahead Of Investor Day

Fastly, Inc. (NASDAQ: FSLY ) shares traded higher Tuesday morning as investors looked ahead to the company’s Investor Day, while its new AI security products added to investor interest. Fastly Investor Day Takes Center Stage Fastly’s Tuesday Investor Day puts management’s strategy, product roadmap and financial outlook in focus.

AOL

Sep

22nd

2026

06:30

Financial Results, Emerging Tech, Artificial Intelligence, B2B Tag, Financial Performance

Fastly Targets Up to $1.3B Revenue by 2029 as AI Traffic Surges

Fastly’s Q2 Rally Shows Investors Are Buying the Edge AI Turnaround Fastly NASDAQ: FSLY outlined a strategy centered on expanding its unified edge cloud platform, increasing multi-product adoption, broadening its geographic reach and targeting revenue of $1.1 billion to $1.3 billion by 2029 at its Investor Day.

MarketBeat US

Sep

22nd

2026

06:00

New Offerings, Artificial Intelligence, New Offerings

Fastly Launches AI Firewall and AI Runtime Control to Secure and Scale Enterprise AI

Global edge cloud platform leader Fastly, Inc. announced the launch of AI Runtime Control, AI Firewall, and enhanced API Security capabilities. Engineered to deliver real-time visibility, security, and governance across enterprise artificial intelligence deployments, the unified suite allows organizations to safely manage model routing, control financial spend, and enforce strict security boundaries without sacrificing operational velocity.

ITDigest

Sep

21st

2026

23:46

New Offerings, Artificial Intelligence, B2B Tag, New Offerings

Fastly Extends Real-Time Edge Control to AI

New capabilities govern AI requests, protect AI applications, and enforce agent access on Fastly’s unified platform Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced AI Runtime Control, AI Firewall, and new API Security capabilities designed to give organisations real-time visibility and control across their AI systems.

iTWire

Sep

21st

2026

19:46

Events, Emerging Tech, Artificial Intelligence, B2B Tag, Events and Conferences, New Offerings

Fastly Inc. (FSLY) Jumps 15% Ahead of Tuesday’s Key Business Updates; Hedge Fund Conviction Weak

Fastly Inc. (NASDAQ:FSLY) climbed by 14.92 percent on Monday to end at $27.42 apiece as investors began positioning portfolios ahead of key business updates at its Investor Day meeting tomorrow, September 22. The rally was supported by earlier warnings from Anthropic Chief Executive Officer Dario Amodei that development of artificial intelligence must slow down and be closely monitored amid the serious risks it poses, including security concerns and harm to individuals.

Yahoo Finance

Sep

21st

2026

12:09

New Offerings, Emerging Tech, New Offerings

Fastly Launches AI Firewall and AI Runtime Control to Secure and Scale AI

SAN FRANCISCO--(BUSINESS WIRE)--Sep 21, 2026-- Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced AI Runtime Control, AI Firewall, and new API Security capabilities designed to give organizations real-time visibility and control across their AI systems. Copyright Business Wire 2026.

The Joplin Globe

Sep

21st

2026

07:47

Capital Investment, B2B Tag, Investments

Should You Be Bullish on Fastly (FSLY)?

Carillon Tower Advisers , an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". The letter can be downloaded here . Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%).

Yahoo Finance New Zealand

Sep

21st

2026

07:05

New Offerings, Emerging Tech, B2B Tag, New Offerings

FSLY Looks 121.0% Overvalued on GF Value™

On September 21, 2026, Fastly Inc (NASDAQ: FSLY) announced a new suite of AI security and control features designed to provide organizations with enhanced governance over their AI systems. These innovations include AI Runtime Control, AI Firewall, and API Security enhancements, aiming to deliver real-time oversight and protection for AI applications.

GuruFocus

Sep

21st

2026

06:33

Emerging Tech, Artificial Intelligence, B2B Tag, New Offerings

Introducing Fastly’s AI Runtime Control: Why Your AI Strategy Needs a Control Plane

For more than 15 years, Fastly has helped thousands of companies power experiences that are fast, safe, and engaging. But increasingly, those experiences aren’t just for humans anymore. Agents and bots are taking over the internet faster than anyone predicted.

Fastly

Fastly's customers primarily consist of media Production, broadcast television and radio and broadcast Media Production and Distribution companies. Examples of Fastly's customers include A+E Global Media, Gannett | USA Today Network and Fox Corporation. Fastly has partners like Castr. Fastly has suppliers like Redflag AI.

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Analysis

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Fastly

2025 Revenue

Founded

Headcount

Headquarters

Primary Segment

Ownership

Deployments

News Summary:

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