Fastly Inc
NASDAQ:FSLY
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Fastly Inc
NASDAQ:FSLY
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Fastly Inc
Fastly sells edge cloud services that help websites and apps load content quickly and handle traffic close to users. Its main products include content delivery network services, security tools, and computing services that let companies process data at the edge instead of sending every request back to a central cloud server. Its customers are businesses that run digital products with lots of web traffic, especially media companies, software firms, online marketplaces, and other companies that need fast, reliable, and secure delivery. Fastly usually makes money by charging for usage, such as data delivered, requests processed, and security or compute services consumed on its network. What makes Fastly different is its role in the internet infrastructure stack. It sits between a company’s origin servers and its users, helping move content faster and protect applications from attacks while giving developers more control over how traffic is handled. That makes it less like a traditional software vendor and more like a specialized network utility for the modern web.
Fastly sells edge cloud services that help websites and apps load content quickly and handle traffic close to users. Its main products include content delivery network services, security tools, and computing services that let companies process data at the edge instead of sending every request back to a central cloud server.
Its customers are businesses that run digital products with lots of web traffic, especially media companies, software firms, online marketplaces, and other companies that need fast, reliable, and secure delivery. Fastly usually makes money by charging for usage, such as data delivered, requests processed, and security or compute services consumed on its network.
What makes Fastly different is its role in the internet infrastructure stack. It sits between a company’s origin servers and its users, helping move content faster and protect applications from attacks while giving developers more control over how traffic is handled. That makes it less like a traditional software vendor and more like a specialized network utility for the modern web.
Revenue: Fastly reported $173 million in Q1 revenue, up 20% year over year and near the high end of guidance, with strength across security and compute.
Guidance: Management raised full-year 2026 revenue guidance to $710 million to $725 million and increased operating profit expectations to $58 million to $68 million.
Security: Security growth accelerated to 47% year over year, with broad-based demand and more customer adoption of newer products like DDoS Protection, Bot Management, API Discovery, and ContentGuard.
Compute: Compute revenue rose 67% year over year, helped by growing demand tied to AI and edge workloads, and management said momentum should continue.
Margins: Gross margin hit a record 65.1%, while operating margin improved sharply to 11% as Fastly continued to show operating leverage.
AI Tailwind: Management said agentic AI is already helping traffic, security, and compute demand, and that AI is a long-term tailwind for the business.
