15.98
+0.82%
Close of 9 Nov 2026, in USD
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About Fastly
From its filings with the US Securities and Exchange Commission
Fastly is based in San Francisco, California and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker FSLY. The SEC classifies its business as prepackaged software. In the fiscal year to 31 December 2025, it reported revenue of $624.0m and a net loss of $121.7m. At that date it held total assets of $1.50bn and shareholders' equity of $929.6m.
Organizations around the world are more dependent on the quality of digital experiences they provide than ever before. As the internet approaches an inflection point where automated, artificial intelligence (“AI”)-driven traffic increases demands on infrastructure, Fastly is the essential platform to deliver resilient, highly performant, always-on software and services at global scale.
The edge cloud is a category of Infrastructure as a Service (“IaaS”) that enables software engineers to build, secure, and deliver digital experiences at the edge of the Internet. Our platform represents the convergence of the Content Delivery Network (“CDN”) with functionality that has traditionally been delivered by hardware-centric appliances such as Application Delivery Controllers (“ADC”), Web Application Firewalls (“WAF”), API Management, Bot Detection, Distributed Denial of Service (“DDoS”), Web Application and API Protection (“WAAP”), and infrastructure protection.
Processing at the edge is an ideal way to handle highly dynamic and time-sensitive data, especially when performance matters. Organizations of all sizes, including Fortune 500 companies that run 24/7 operations, leverage our edge cloud platform for a diverse range of critical functions that benefit from processing at the edge, including enhancing user experience, scaling agentic AI workloads, and powering core commerce capabilities to drive conversion and customer success. The edge cloud complements data center, central cloud, and hybrid solutions, and is critical for responsive, safe, and secure AI-centric experiences.
Quoted from its 10-K, filed 25 Feb 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Information Technology
- Industry
- IT Services
- Listed since
- 17 May 2019
- Employees
- 1,140
- Website
- fastly.com ↗
- Head office
- 475 BRANNAN, SAN FRANCISCO, CA, 94107
- Incorporated in
- DE
- Classification
- Services-Prepackaged Software
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Mr. David HornikIndependent Chairman of the Board$259,995
- Mr. Charles ComptonChief Executive Officer, Director, since 2024
- Mr. Ronald KislingChief Financial Officer$3.3m
- Mr. Richard WongChief Financial Officer
- Mr. Artur BergmanChief Technology Officer, Director, since 2011$4.5m
- Mr. Albert ThongChief Marketing Officer
- Ms. Tara SerackaChief Legal Officer
- Hon. Aida AlvarezIndependent Director$249,995
- Mr. Richard DanielsIndependent Director$239,995
- Ms. Paula LoopIndependent Director$239,995
- Mr. Charles MeyersIndependent Director$254,995
- Mr. Christopher PaisleyIndependent Director$259,995
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 20
- Environment
- 2
- Social
- 25
- Governance
- 34
- Carbon reduction policy
- No
- Human rights policy
- No
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Technologically Advanced Infrastructure: Fastly Inc operates using a cutting-edge infrastructure that enables fast and reliable content delivery, providing a competitive advantage in the industry.
- Strong Market Position: Fastly has established itself as a leader in the edge cloud platform market, serving a wide range of high-profile clients across industries, solidifying its brand reputation.
- High Scalability: The company's platform is highly scalable, allowing it to efficiently handle increasing demands and peak traffic, ensuring seamless user experiences for its clients.
Weaknesses
- Reliance on Key Clients: Fastly's revenue is heavily dependent on a limited number of key clients, making it vulnerable to potential client losses, changes in client budgets, or competitive shifts.
- Increasing Competition: The edge cloud platform market is witnessing intensified competition, increasing the pressure on Fastly to continually innovate and differentiate itself to maintain market share.
Opportunities
- Expanding Edge Computing Market: The growing adoption of edge computing presents an opportunity for Fastly Inc to offer advanced services and expand its customer base by addressing the unique needs of this emerging market.
- Potential Acquisitions: Fastly can explore strategic acquisitions to enhance its technologies, expand its service offerings, and strengthen its market presence, enabling further growth and diversification.
Threats
- Economic Downturn and Budget Constraints: During economic downturns or budget cuts, companies may reduce their spending on cloud services, potentially impacting Fastly's revenue and growth prospects.
- Data Security and Privacy Concerns: Increasing concerns regarding data privacy and cybersecurity threats pose a risk to Fastly's reputation and could result in loss of trust from clients and potential regulatory challenges.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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