Fastly shares fell 18% on Friday, with Akamai down 13% and Cloudflare dropping 11%, following Anthropic's launch of Claude Managed Agents. Investors appear concerned the development signals a competitive shift in cloud and edge infrastructure markets. The selloff occurred despite each company investing heavily in AI-driven services. Cloudflare has built Workers AI and an Agents SDK, whilst Fastly CEO Kip Compton noted managing agents has increased platform usage. Akamai recently launched Inference Cloud to support AI inference scaling. Anthropic's Claude Managed Agents offers a hosted service for running long-horizon agents with virtualised sessions, orchestration loops and execution environments. The simplified interface could reduce developer complexity, suggesting AI-native platforms may increasingly overlap with traditional edge and cloud infrastructure functions.

Fastly, LaLiga collaborate on anti-piracy innovation. April 10, 2026 Fastly, a specialist in global edge cloud platforms, and LaLiga, Spain's Professional Football Association, have partnered to develop technical solutions to address the illegal streaming of live sports, with a particular focus on LaLiga's matches. With LaLiga estimating that piracy costs its clubs between $700-$800 million (€600-€700 million) each year, the two companies are collaborating on a joint anti-piracy innovation project with the dual goals of helping platforms combat piracy and enabling rights holders like LaLiga to preserve the economic value of their copyrighted content by mitigating illegal use. Fastly and LaLiga began collaborating in 2025, motivated by the scale of illegal streaming of live sports, with numerous unauthorised streaming sites active on each match day. To help LaLiga combat this content theft, Fastly has developed a targeted, intelligent detection system that leverages AI and proprietary content signals to identify illegal streams in real time. A 2025 study by Grant Thorton revealed that at least 10.8 million unauthorised retransmissions of live events were detected in 2024, over 81 per cent of these retransmissions were never suspended, and only 2.7 per cent were addressed within the first 30 minutes of the event. Fastly's solution is designed to address these challenges by enabling the removal of illegal content by its platform customers with enhanced precision and dramatically reduces the window of opportunity for piracy. This unique approach reflects Fastly's strong commitment to leveraging technology to help its customers protect their platforms and rights holders better protect their intellectual property without needing to resort to legal enforcement measures against intermediaries. "At LaLiga, we have succeeded in reducing piracy of our streams in Spain by 60 per cent during the 2024/25 season through a comprehensive, end-to-end strategy focused on legal, educational, institutional, and technological measures," said Javier Tebas, President at LaLiga. "This success is due in large part to our ecosystem of partners like Fastly, enabling us to continue exploring new and more effective ways to tackle piracy at its root. LaLiga remains firmly committed to putting an end to piracy, and achieving this goal requires the collaboration of all stakeholders working together." LaLiga and Fastly's joint initiative comes as part of their wider efforts that allow media and publishing companies to flag confirmed pirated content and segments. Fastly and LaLiga are actively collaborating with other technology companies, publishers, and regulators to develop software solutions and best practices that quickly detect and disable unauthorised streaming while leaving all other traffic untouched. "Unlike alternative approaches based on regional blocking, our strategy focuses on precision, letting fans enjoy the game while protecting content from abuse by criminals," added Kelly Shortridge, Chief Product Officer at Fastly. "At Fastly, we love co-innovating with customers to solve their thorniest challenges, and we look forward to continuing our work with LaLiga to help protect content owners around the world."

Fastly named a Leader in Edge Development Platforms 2026 by independent research firm. Discover more TV & Video celebrities Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced it has been named a Leader in "The Forrester Wave(TM): Edge Development Platforms, Q1 2026 report." This report evaluates top platforms in the market that enable developers to build and deploy applications on distributed infrastructure closer to users and data sources.Fastly believes its recognition as a Leader reinforces its strong position among the top edge development platforms. The company was also the only evaluated vendor to receive above-average customer feedback. According to the Forrester Wave(TM) report: "customers highlight Fastly's strong performance, reliability, and developer experience," and "praise the vendor's highly engaged technical support and proactive partnership..." The Forrester Wave(TM) notes: "Fastly's strategy emphasises a global compute fabric rooted in Wasm security, interoperability, and deterministic performance." The evaluation further notes that, "Fastly aims to strengthen its already impressive innovative position in AI-assisted development and edge-first event streaming while expanding containers and components to increase workload flexibility." Additionally, Forrester's report states, "Fastly is a top choice for performance-critical, event-driven, security-sensitive, and globally consistent edge workloads." "Organisations across all industries now differentiate in their markets by delivering resilient, highly performant, always-on software. Investing in edge platforms helps them achieve these ambitions at global scale," said Kelly Shortridge, Chief Product Officer at Fastly. "To us, this recognition positions Fastly as the essential foundation for enterprises to translate software delivery investments into continuous competitive advantage. Our global compute fabric weaves the security, performance, and consistency enterprises need to expedite innovation and invent new app paradigms that transform their business." Fastly's continued innovation in edge development reinforces its ability to help organizations build and deploy high-performance, Secure by Design applications closer to users and data. A complimentary copy of The Forrester Wave(TM): Edge Development Platforms, Q1 2026 report is available here. To learn more about Fastly's edge development platform, visit www.fastly.com. % buffered Powered by GliaStudios Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. For more information, read about Forrester's objectivity here.