Fastly Stock Price, News & Analysis

Fastly (NYSE: FSLY) reported record third quarter 2025 results with $158.2 million revenue, a 15% year-over-year increase, and record operating cash flow of $28.9 million plus free cash flow of $18.1 million. Security revenue grew 30% YoY to $34.0 million while network services reached $118.8 million. GAAP gross margin improved to 58.4% and non-GAAP operating income was $11.6 million. RPO rose to $268 million. Q4 2025 revenue guidance is $159.0–$163.0 million and full-year 2025 guidance is $610.0–$614.0 million.

Fastly (NYSE: FSLY) announced its management will participate in several investor conferences in New York City and Scottsdale in November–December 2025. Key events include a fireside chat at the RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference on Nov 19, 2025 at 10:40 a.m. EST, 1:1 meetings at Needham Tech Week on Nov 20, 2025, a fireside chat at the UBS Global Technology and AI Conference on Dec 3, 2025 at 12:55 p.m. EST, and a fireside chat at the Raymond James 2025 TMT & Consumer Conference on Dec 8, 2025 at 8:40 a.m. EST. Presenters include CEO Kip Compton, CFO Rich Wong, and VP Investor Relations Vernon Essi Jr. Webcasts of fireside presentations will be available on Fastly's Investor Relations website.

Fastly (NYSE: FSLY) announced that on October 30, 2025 its Compensation Committee approved a time‑based inducement restricted stock unit award covering 331,695 shares of Class A common stock to a newly hired employee under the company’s 2025 Employment Inducement Incentive Plan. The RSUs vest over four years: 25% on September 15, 2026 and 6.25% on each quarterly anniversary thereafter, with full vesting on September 15, 2029, subject to continued service. The grant was made as an inducement material to the employee entering employment in accordance with NYSE Listing Rule 303A.08.

Resistant AI (FSLY) raised $25 million Series B led by DTCP Growth to expand document fraud detection, transaction monitoring, and threat intelligence in Europe. The company reported it was breakeven in September and will use proceeds to scale partnerships and geographic reach. Since Series A, ARR grew 10x and customer count grew 4x; the service has verified 150 million documents and increased transactions analyzed 100x. Existing investors including Experian, GV, and Notion Capital participated. Resistant AI serves banks, fintechs, and enterprises and employs >100 across Prague, London, and New York.

Fastly (NYSE: FSLY) will report third quarter 2025 financial results after market close on Wednesday, November 5, 2025. The company will hold an investor conference call the same day at 1:30 p.m. PT / 4:30 p.m. ET to discuss results. A live webcast will be available at https://investors.fastly.com under the “Quarterly Results” section.

Dial-in details: 888-330-2022 (US/CA) or 646-960-0690 (Intl.), Conference ID 7543239. Telephone replay available from ~5:00 p.m. PT on November 5 through November 18, 2025 via 800-770-2030 or 609-800-9909 (passcode 7543239).

Fastly (NYSE:FSLY) has been named a 2025 Gartner® Peer Insights™ Customers' Choice for Cloud Web Application and API Protection (WAAP), marking its seventh consecutive year receiving this recognition. The company achieved an exceptional 4.8 out of 5 stars rating based on 130 reviews from enterprise IT professionals as of July 31, 2025.

The recognition highlights Fastly's Next-Gen WAF capabilities, including DDoS mitigation, AI Bot Management, API security, and account takeover prevention. Customer reviews particularly praised Fastly's technology solutions, support team expertise, and ability to address complex security challenges effectively.

Fastly (NYSE:FSLY) announced the approval of an inducement restricted stock unit (RSU) award for its new Chief Financial Officer, Richard Wong. The award, approved by the Compensation Committee on September 3, 2025, consists of 1,130,323 shares of Fastly Class A common stock.

The RSUs will vest over a four-year period, with 25% vesting on August 15, 2026, followed by quarterly vestings of 6.25% until full vesting on August 15, 2029, contingent on Wong's continued employment. The award was granted under Fastly's 2025 Employment Inducement Incentive Plan in accordance with NYSE Listing Rule 303A.08.

Fastly (NYSE:FSLY) has released its Q2 2025 Threat Insights Report, revealing significant findings about AI bot traffic patterns. The analysis shows that AI crawlers constitute nearly 80% of all AI bot traffic, with Meta dominating at 52% of crawler traffic, surpassing both Google (23%) and OpenAI (20%) combined.

The report, based on 6.5 trillion monthly requests across Fastly's network, highlights that ChatGPT leads real-time web traffic, generating up to 39,000 requests per minute. Notably, 90% of AI crawler activity is concentrated in North America, raising concerns about geographic bias in AI training data. The study also reveals that automated bot traffic represents 37% of all activity across Fastly's global network.

Fastly (NYSE: FSLY) announced key leadership changes with the appointment of Richard Wong as Chief Financial Officer, effective August 11, 2025, succeeding Ron Kisling who will remain in an advisory role until September 15, 2025. Wong brings nearly three decades of finance leadership experience, most recently serving as CFO at Benchling, with prior roles at Houzz Inc., LinkedIn, and Yahoo!.

Additionally, the company promoted Scott R. Lovett from Chief Revenue Officer to President, Go to Market, effective immediately. In this newly created role, Lovett will oversee both revenue and marketing organizations, with Chief Marketing Officer Albert Thong reporting to him. The restructuring aims to enhance alignment across customer-centric teams and accelerate growth.