Strategic Intelligence Report
Generated July 29, 2026
Digital Infrastructure
Fastly
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Francisco, California, USA
Website
Employees
1,200 (2026, approximate)
Founded
2011
Listing
FSLY · NYSE
Market Cap
$3.14B
Revenue (TTM)
$652.56M
Price
USD20.04 (-2.10%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
Fastly is a content delivery network and edge cloud platform provider whose security products are increasingly the growth driver alongside its core CDN business. Q1 2026 revenue reached a record $173 million, up 20% year-over-year, with security revenue up 47% to $38.8 million (22% of total revenue); the company raised full-year 2026 guidance to $710-725 million. Its compute segment, primarily edge AI inference and agentic workloads, jumped 67% year-over-year, and Fastly launched ContentGuard in Q1 2026 to protect publisher content from unauthorized AI bot scraping.
Strategic Connections
Competition / Other
- Cloudflare: Fastly competes directly with Cloudflare in content delivery, edge computing, and edge security services.
- Cloud Computing & Data Centers: Fastly provides edge computing and CDN infrastructure within the broader cloud computing industry.
Strategic Risks
- Intense competition from larger-scale CDN and edge security providers like Cloudflare
Future Outlook
- Security product growth expected to continue outpacing core CDN business
- AI/agentic-workload-driven compute revenue and the new ContentGuard AI-bot-protection product are positioned as major 2026 growth catalysts
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Feb 2026) — Fastly FY2025 Annual Report (Form 10-K), filed with the SEC
- Investing.com (May 2026) — Fastly posts record Q1 2026 revenue of $173M, raises guidance
- Yahoo Finance (May 2026) — Fastly Q1 2026 earnings call highlights
- Motley Fool / Finviz (May 2026) — Fastly Q1 2026 EPS beats by 62.5% on largest-ever compute revenue jump; launches ContentGuard
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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