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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.
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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Total Funding
$599M
Above
Industry Average
Funded Over
9 Rounds
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Fastly reported revenue of $183.32 million for Q2 2026, up 23.3% year-over-year, beating the consensus estimate of $174.03 million. The company posted earnings per share of $0.15, compared to a loss of $0.03 in the same quarter last year, surpassing analyst expectations of $0.07. Security revenue grew 42.3% to $41.7 million, exceeding estimates of $39.22 million. Network services revenue reached $133.9 million, above the $126.63 million forecast. However, enterprise customer count fell short at 624, below the estimated 642. Fastly shares have gained 34.2% over the past month. The stock currently holds a Zacks Rank of 3, suggesting it may perform in line with broader market trends.
BofA Global Research issued an Underperform rating on Fastly with a $20 price target, despite shares climbing 98% year to date. The bank's scepticism centres on Fastly's revenue mix, where Network Services still represents 73% of first-quarter revenue, whilst Security and Compute contribute only 22% and under 5% respectively. Analysts argue the stock price reflects a diversification story not yet supported by underlying business fundamentals. In contrast, BofA gave Buy ratings to Akamai, citing its $1.8 billion cloud infrastructure contract with Anthropic, and Cloudflare, which grew revenue 34% year over year to $639.8 million. Fastly reports second-quarter results on 5 August.
Promptwatch review 2026: features, pros & cons. Jul 25, 2026 This Promptwatch review evaluates the tool's features and ability to track brand presence across ChatGPT, Gemini, Claude, and Perplexity. While Promptwatch tracks how brands appear across ChatGPT, Claude, Gemini, and Perplexity, then benchmarks that visibility against competitors. Aside from other highlighted limitations by users, the price points may not be suitable for SMBs, freelancers, and agencies seeking a more accessible all-in-one solution. Hence, alternatives like Rankpilot have become a go-to option offering stronger rank tracking, audits, content optimisation, and a more budget-conscious pricing point. What is Promptwatch. Promptwatch is an AI search visibility and Generative Engine Optimisation (GEO) tool that tracks brand mentions, citations, and visibility across AI models like ChatGPT, Claude, Gemini, Perplexity, and Google AI Overviews. Promptwatch targets marketing teams, SEO professionals, and agencies who need to understand AI-driven search behaviour beyond traditional Google rankings. Its core value proposition centres on tracking prompts, analysing citations, and identifying content gaps across multiple AI platforms simultaneously. Core features of Promptwatch. * Prompt tracking: It monitors users' prompts and flags when AI engines mention the brand in their responses. * Citations analysis: The tool shows which sources AI engines cite when discussing a brand, including third-party mentions on Reddit and YouTube. * Agent analytics: Promptwatch tracks how AI agents and assistants interact with a brand's content, available on Professional and Business tiers. * Content agent: It generates AEO (answer engine optimisation) articles, though the number of articles is limited by tiers. * Sentiment analysis and content gap analysis: The tool evaluates how AI engines characterise a brand and identifies topics where visibility is weak * Integrations: Promptwatch also connects with Cloudflare, Fastly, Vercel, and other hosting/CDN providers. Pros and cons of Promptwatch. Pros. * It tracks AI visibility across ChatGPT, Claude, Gemini, and Perplexity. * It has a clean, intuitive interface (though some users reported otherwise) * It offers a free trial * It has a built-in article generation feature (5/month, 15/month, or 30/month depending on the pricing) * It offers country, state, and city-level tracking. Cons. * Users shared that the UI is complex and has a steep learning curve for new users * Reported UX bugs with limited escalation paths * Starting at $95/month, may be expensive for small businesses * Content generation quality rated as weak by users * The reporting depth and accuracy consistency require improvement * According to users, the Answer Gap report can be difficult for non-SEO professionals to interpret Promptwatch pricing. Promptwatch offers three primary subscription tiers alongside a 7-day free trial. For small businesses that don't need deep AI-driven visibility analytics or need more consistent content to support their growth, a $95 starter plan may offer less value than an all-in-one SEO/GEO tool like Rankpilot at $59/month. Promptwatch user testimonials. Positive reviews. Users highlight that the tool is very elaborate, giving very useful recommendations on how to improve visibility within AI tools. A user notes the content gap feature "showed us we weren't showing up in responses because we were missing specific topics" Negative review. On the other hand, a 60-day hands-on evaluation by Generate More (across 8 other SaaS clients) shared that: "Promptwatch has more UX errors and bugs than other solutions. There is currently no way to escalate and resolve them. We're seeing an increasing amount of bugs in the user interface that can't be dismissed or flagged. This means some core reports we share with customers are faulty." Other user testimonials share that the generated content/articles are weak. Promptwatch vs. Alternatives. Final verdict. Promptwatch offers excellent AI visibility tracking across multiple AI models, with unique features such as crawler log analysis and built-in content generation, though reported UI bugs and weak content warrant caution. For teams needing broad AI model coverage and technical crawl insights, Promptwatch justifies its mid-tier pricing. However, small businesses without dedicated SEO resources may find the learning curve and cost too much. Hence, a top Promptwatch alternative you can opt for is Rankpilot, which offers a more affordable all-in-one SEO/GEO suite including content automation and AI visibility tracking at $59/month.
Why Fastly (FSLY) stock is trading up today. What Happened? Shares of edge cloud platform Fastly FSLY jumped 3.7% in the afternoon session after the company joined Experian's Agent Trust(TM) ecosystem to help businesses verify AI agents and authorize transactions in real time. The collaboration with Experian, a global information services company, aims to enhance security and trust as autonomous commerce, or AI-driven transactions, continues to grow. By integrating with Experian's system, Fastly, a global edge cloud platform, is positioned as a key player in the infrastructure for secure AI commerce. This news prompted a positive investor reaction, with traders seeing the move as strengthening Fastly's role in AI-focused infrastructure and its strategic position in edge computing. The shares closed the day at $20.23, up 4.1% from the previous close. What Is The Market Telling Us Fastly's shares are extremely volatile and have had 60 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 25 days ago when the stock gained 7.5% on the news that the United States and Iran agreed to halt their tit-for-tat military exchanges, easing fears of a wider Middle East conflict that had rattled markets over the weekend. The relief lifted the whole risk complex. The pre-existing trigger was the chip-to-software rotation, sparked by a June 25 report that OpenAI may delay its IPO, which softened the "SaaSpocalypse" fear that AI labs would quickly cannibalize incumbent SaaS. The Iran news matters for software through the rate channel. Lower oil eases the inflation impulse that had pushed traders to price in a Fed rate hike later in the year, and falling rate-hike odds disproportionately help long-duration, high-multiple growth software exactly the cohort hit hardest in 2026. So, the de-escalation removed a macro overhang, at the same moment the micro narrative (OpenAI's constraints) reduced the existential AI-disruption fear. Fastly is up 98.3% since the beginning of the year, but at $20.21 per share, it is still trading 39.7% below its 52-week high of $33.50 from April 2026. Despite the year-to-date gain, investors who bought $1,000 worth of Fastly's shares 5 years ago would now be looking at only $412.66. WHILE YOU'RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You've probably never heard of it. This is what the early days of Palantir looked like before it became a giant. Same playbook. Different technology. If you missed Palantir, you need to see this.
Fastly has joined Experian's Agent Trust ecosystem to help enterprises verify AI agents and authorise transactions in real-time as autonomous commerce grows. The partnership enables organisations to verify AI agent identity and evaluate trust signals at the network edge before requests reach backend systems. Experian's Agent Trust establishes trusted identity and delegated authority for AI agents through Human to Agent Binding, which connects verified individuals with AI agents acting on their behalf. Fastly's edge platform integrates with existing APIs and security controls, allowing businesses to support trusted AI commerce without redesigning applications. Agentic commerce is rapidly expanding, with Salesforce reporting AI agents influenced $262 billion in holiday sales during 2025. McKinsey projects AI agents could drive up to $1 trillion in US commerce by 2030. The ecosystem also integrates with emerging Know Your Agent technologies, including Skyfire, to validate identity and payment credentials.
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Industries
Data & Analytics
Enterprise Software
Cybersecurity
AI & Machine Learning
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
San Francisco, California
Founded
2011
Find jobs on Simplify and start your career today