Fastly Inc
NASDAQ:FSLY
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Fastly Inc
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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.
Record quarter: Fastly reported record Q2 revenue of $183.3 million, up 23% year over year and above the high end of guidance, with record gross margin of 65.8% and operating income of $27 million.
Demand mix: Security was the standout growth area, up 43% year over year, while Network Services grew 17%; management said customers are buying more of the platform and consolidating more workloads on Fastly.
AI tailwind: Management said AI-generated traffic is growing roughly 6.5x faster than human traffic, helping Security and Compute most, while also contributing to Network Services.
Profitability: Fastly posted its sixth straight quarter of positive free cash flow and raised full-year operating profit and revenue guidance, pointing to improving operating leverage.
Outlook raised: 2026 revenue guidance was increased to $732 million to $746 million, and operating profit guidance was increased to $88 million to $96 million.
Customer wins: Fastly highlighted wins tied to performance, reliability and security, including customers consolidating edge and security services onto the platform after outages or security failures with prior vendors.
Pricing discipline: Management said pricing remained rational, with mid-single-digit price erosion, and reiterated that it does not plan to use surcharge pricing; growth is being driven more by performance, resiliency and product expansion.
