Fastly

Fastly

Edge cloud platform delivering fast content

Overview

Fastly provides edge cloud computing services that run data processing and application logic near users to reduce latency and improve performance. Customers deploy code at the network edge using Edge Compute Language, manage services through APIs, and rely on edge caching and security to speed up and protect content. It differentiates itself with a programmable, developer-focused edge platform and a global edge network, along with usage-based pricing. The goal is to enable faster, safer online experiences by moving computation and delivery closer to users across industries.

Funded Recently

About Fastly

Simplify's Rating
Why Fastly is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Cybersecurity

AI & Machine Learning

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

San Francisco, California

Founded

2011

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Simplify's Take

What believers are saying

  • Q2 2026 revenue hit $183.3 million, up 23%, beating guidance.
  • Security revenue rose 43% and Compute-driven other revenue jumped 69% in Q2 2026.
  • Fastly raised 2026 guidance to $732 million-$746 million and hosts Investor Day September 22.

What critics are saying

  • Judge Tigar kept Fastly securities-fraud claims alive on August 10, 2026.
  • August 17, 2026 revolver ties maturity to liquidity tests against 2028 convertibles.
  • Network Services still delivered $133.9 million in Q2 2026; customer cuts hit Fastly hard.

What makes Fastly unique

  • Fastly bundles CDN, security, and Compute at the network edge.
  • LTM net retention reached 117% in Q2 2026, highest in over three years.
  • September 1, 2026 Ingram Micro partnership expands Singapore enterprise distribution.

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Funding

Total Funding

$699M

Above

Industry Average

Funded Over

10 Rounds

Notable Investors:
Post IPO Debt funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Debt Funding Comparison
Coming Soon

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mental Health Support

Family Planning Benefits

Unlimited Paid Time Off

Paid Sick Leave

401(k) Retirement Plan

401(k) Company Match

Employee Stock Purchase Plan

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

-3%
Tech Coffee House
Sep 2nd, 2026
Fastly enters Singapore via Ingram Micro tie-up.

Fastly enters Singapore via Ingram Micro tie-up. techcoffeehouse Fastly announced the distribution agreement with Ingram Micro on 1 September 2026, marking the edge cloud provider's first formal distribution deal in the country. The partnership gives Fastly access to Ingram Micro's network of resellers and systems integrators, who will help bring the platform's application delivery, security and compute capabilities to Singaporean enterprises. A push into Singapore's AI-driven infrastructure demand. The tie-up comes as Singapore businesses accelerate investment in AI and digitisation, driving demand for infrastructure that can deliver performance, security and programmability at scale. Fastly says its platform will help organisations modernise the infrastructure behind their websites, applications and APIs while strengthening cyber resilience and simplifying operations. "Enterprises across Singapore are rethinking the infrastructure that powers their digital experiences as AI, cloud-native applications and APIs become increasingly central to business growth," said Rachel Ler, Area Vice President, Asia at Fastly. "Together with Ingram Micro, we're expanding access to Fastly's edge cloud platform and equipping partners with the technology, expertise and support they need to help customers build AI-ready digital experiences that are fast, secure and resilient." What it means for Ingram Micro's channel partners. For Ingram Micro's channel partners, the deal opens access to Fastly's programmable edge cloud platform along with training, technical enablement and go-to-market support, positioning them to expand their own cloud and cybersecurity service offerings. "This partnership with Fastly reflects our shared commitment to helping enterprises modernise their digital infrastructure for the AI era," said Eunice Lau, Executive Managing Director at Ingram Micro. "By combining Fastly's programmable edge cloud platform with Ingram Micro's extensive partner ecosystem, the collaboration will equip organisations with the performance, security and resilience needed to power the next generation of digital experiences." Share with your friends:

MarketBeat
Sep 2nd, 2026
Fastly (NASDAQ:FSLY) CEO sells 15,028 shares.

Fastly (NASDAQ:FSLY) CEO sells 15,028 shares. September 2, 2026 Key points. * Fastly CEO Charles Lacey Compton III sold 15,028 shares at an average price of $23, generating $345,644 under a pre-arranged Rule 10b5-1 trading plan. He retained 969,814 shares, and has made several additional sales recently. * Fastly shares fell 1.6% to $20.43, giving the company a market capitalization of approximately $3.25 billion. The stock has traded between $7.05 and $34.82 over the past year. * Fastly exceeded quarterly expectations with adjusted EPS of $0.15 versus a $0.07 consensus estimate and revenue of $183.32 million, above the $173.94 million forecast. Analysts maintain a consensus "Hold" rating with a $25.33 price target. * Interested in Fastly? Here are five stocks we like better. Fastly, Inc. (NASDAQ:FSLY - Get Free Report) CEO Charles Lacey Compton III sold 15,028 shares of Fastly stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $23.00, for a total value of $345,644.00. Following the sale, the chief executive officer owned 969,814 shares of the company's stock, valued at approximately $22,305,722. This represents a 1.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Charles Lacey Compton III also recently made the following trade(s): * On Tuesday, September 1st, Charles Lacey Compton III sold 55,579 shares of Fastly stock. The stock was sold at an average price of $21.39, for a total value of $1,188,834.81. * On Wednesday, August 19th, Charles Lacey Compton III sold 11,198 shares of Fastly stock. The stock was sold at an average price of $24.69, for a total transaction of $276,478.62. * On Tuesday, August 18th, Charles Lacey Compton III sold 34,552 shares of Fastly stock. The stock was sold at an average price of $28.60, for a total transaction of $988,187.20. * On Tuesday, August 4th, Charles Lacey Compton III sold 14,868 shares of Fastly stock. The stock was sold at an average price of $25.00, for a total transaction of $371,700.00. Fastly stock down 1.6%. NASDAQ FSLY traded down $0.34 during trading on Wednesday, hitting $20.43. 3,560,297 shares of the company traded hands, compared to its average volume of 9,424,438. Fastly, Inc. has a 12 month low of $7.05 and a 12 month high of $34.82. The business has a fifty day simple moving average of $21.97 and a 200 day simple moving average of $22.04. The company has a current ratio of 3.36, a quick ratio of 3.36 and a debt-to-equity ratio of 0.33. The company has a market capitalization of $3.25 billion, a P/E ratio of -38.55 and a beta of 0.36. Fastly (NASDAQ:FSLY - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $0.15 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.07 by $0.08. The company had revenue of $183.32 million during the quarter, compared to the consensus estimate of $173.94 million. Fastly had a negative return on equity of 6.31% and a negative net margin of 11.80%.Fastly has set its FY 2026 guidance at 0.500-0.540 EPS and its Q3 2026 guidance at 0.110-0.130 EPS. As a group, sell-side analysts predict that Fastly, Inc. will post -0.29 EPS for the current year. Analyst upgrades and downgrades. Several brokerages recently commented on FSLY. Canaccord Genuity Group began coverage on shares of Fastly in a report on Friday, July 17th. They issued a "buy" rating and a $27.00 target price on the stock. Royal Bank Of Canada upped their price target on shares of Fastly from $22.00 to $28.00 and gave the company a "sector perform" rating in a report on Thursday, August 6th. Evercore reiterated an "outperform" rating on shares of Fastly in a research note on Thursday, August 6th. Piper Sandler boosted their price objective on Fastly from $27.00 to $28.00 and gave the stock a "neutral" rating in a research report on Thursday, August 6th. Finally, Citigroup increased their target price on Fastly from $13.00 to $25.00 and gave the company a "neutral" rating in a research note on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus price target of $25.33. Hedge funds weigh in on Fastly. Several institutional investors have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC boosted its position in Fastly by 39.8% in the first quarter. EverSource Wealth Advisors LLC now owns 2,204 shares of the company's stock valued at $64,000 after buying an additional 627 shares in the last quarter. PNC Financial Services Group Inc. raised its stake in shares of Fastly by 84.6% in the first quarter. PNC Financial Services Group Inc. now owns 1,381 shares of the company's stock valued at $40,000 after acquiring an additional 633 shares during the last quarter. Kestra Advisory Services LLC raised its stake in shares of Fastly by 8.4% in the fourth quarter. Kestra Advisory Services LLC now owns 11,970 shares of the company's stock valued at $122,000 after acquiring an additional 930 shares during the last quarter. Parallax Volatility Advisers L.P. boosted its holdings in shares of Fastly by 13.8% in the 3rd quarter. Parallax Volatility Advisers L.P. now owns 12,095 shares of the company's stock worth $103,000 after acquiring an additional 1,465 shares in the last quarter. Finally, Sound Income Strategies LLC bought a new stake in Fastly during the 1st quarter worth approximately $44,000. 79.71% of the stock is owned by institutional investors. Fastly company profile. Fastly, Inc operates an edge cloud platform designed to accelerate, secure and enable modern digital experiences. The company offers a suite of services including a content delivery network (CDN), edge compute, load balancing, web application firewall (WAF) and DDoS protection. Fastly's real-time architecture allows customers to seamlessly deploy software logic at the network edge, reducing latency by bringing applications and content closer to end users. Founded in 2011 by Artur Bergman, Fastly has evolved from a pure-play CDN provider into a comprehensive edge cloud platform. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider Fastly, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Fastly wasn't on the list. While Fastly currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. 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Schubert Jonckheer & Kolbe
Aug 31st, 2026
Fastly, Inc. (NASDAQ: FSLY) investor alert: schubert jonckheer investigating possible false statements following 31% stock drop.

Fastly, Inc. (NASDAQ: FSLY) investor alert: schubert jonckheer investigating possible false statements following 31% stock drop. Fastly, Inc. (NASDAQ: FSLY) investors that the firm is investigating potential legal claims arising from alleged false and misleading statements about growth and the impact of macroeconomic trends on the company's business. On August 10, 2026, U.S. District Judge Jon S. Tigar ruled for the second time that key claims in a securities fraud lawsuit against Fastly and its former CEO and CFO will move forward. The lawsuit alleges that between November 2023 and August 2024, the company misled investors about weakening demand and macroeconomic conditions, despite knowing that revenues were declining and that some of Fastly's largest customers had reduced usage of the company's platform. During this period, company insiders reported over $17 million in Fastly stock sales. The November 2023 statement allegedly caused Fastly's stock to trade at artificially inflated prices. Judge Tigar found the complaint sufficiently alleged that this misleading statement was made with knowledge or deliberate recklessness. When Fastly subsequently reported lower-than-expected revenue results in February 2024, its stock price fell 31%. Classactionlawyers is investigating potential wrongdoing by Fastly's directors and officers in connection with these allegations. If you own Fastly stock, you may have legal options. Please fill out the form below.

Yahoo Finance
Aug 28th, 2026
Fastly (FSLY) Expands Credit Facility, Is The Stock Fully Priced?

Fastly (FSLY) recently amended its credit agreement, expanding its senior secured revolving facility from US$60.0 million to US$100.0 million and extending the facility’s potential maturity into 2029, subject to liquidity conditions. That credit agreement amendment lands at a time when Fastly’s share price has been strong, with a 1-day share price return of 5.8%, 30-day share price return of 18.46% and year to date share price return of 141.81%, while the 1-year total shareholder return of...

Yahoo Finance
Aug 24th, 2026
Fastly CFO sells 148,000 shares worth $4.2M to cover tax liabilities on vesting equity awards

Fastly's Chief Financial Officer Richard Wong sold approximately 148,000 shares of Class A Common Stock at $28.61 per share on 18 August 2026, worth around $4.2 million. The sale was conducted automatically to cover tax liabilities from vesting equity awards, not as a discretionary decision. Wong retains ownership of 1,091,286 shares, representing roughly 88% of his holdings before the transaction. The stock had delivered a one-year return of 276% as of the transaction date. Fastly provides edge cloud computing infrastructure, enabling developers to build and secure digital experiences. The company operates on a subscription model, serving enterprise customers across media, technology, and e-commerce sectors. With a market capitalisation of $3.7 billion, Fastly generated $687.2 million in revenue over the trailing 12 months.

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