FSLY·Nasdaq·US
Fastly
Fastly provides an edge cloud platform that helps customers deliver content, secure applications and APIs, and run compute workloads at the network edge. Its revenue is primarily generated from network services, security products, and smaller compute and observability offerings.
Recent Activity
Updated Sep 24, 2026
–Fastly reported 43% growth in its security business, which executives linked to increased AI-related traffic driving edge computing demand.
–Fastly's CFO said demand remained healthy across the company's delivery, security, and compute offerings.
–Fastly has continued pursuing competitive customer takeouts following disruption in the content-delivery-network market associated with rival Edgio.
–Fastly's CFO reported accelerating revenue growth, expanded margins, and positive free cash flow.
–Fastly's security growth has been supported by an expanded product lineup that began with a web application firewall and has since added distributed denial-of-service protection.
Past updates are part of the Pro plan.
Thematic Position
Relationship Groups
Relationship details are part of the Pro plan.