Digital Infrastructure
Fastly
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.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 66% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Fastly FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Investing.com — Fastly posts record Q1 2026 revenue of $173M, raises guidance58% source confidence
- Yahoo Finance — Fastly Q1 2026 earnings call highlights52% source confidence
- Motley Fool / Finviz — Fastly Q1 2026 EPS beats by 62.5% on largest-ever compute revenue jump; launches ContentGuard58% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Fastly depends on below, and who depends on Fastly above — click any node to make it the new center, 3 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.