Welcome to our dedicated page for Fastly news (Ticker: FSLY), a resource for investors and traders seeking the latest updates and insights on Fastly stock.
Fastly, Inc. (FSLY) is a Nasdaq-listed company that operates a powerful and programmable edge cloud platform, and its news flow reflects this focus on performance, security, and developer enablement. On this page, readers can follow Fastly’s official announcements, including quarterly and annual financial results, product launches, security research, capital markets activity, and participation in investor conferences.
Fastly regularly issues earnings releases that detail revenue by category, such as Network services, Security, and Other (Compute and Observability), along with key metrics and guidance ranges. These updates are often accompanied by investor conference calls, giving insight into how the business is evolving across performance, security, and edge compute offerings.
The company also publishes product and platform updates, such as new security capabilities like API Discovery, deception features in its Next-Gen WAF, and DDoS Precise Defense, as well as tools like the Fastly Model Context Protocol (MCP) Server and a Sustainability Dashboard. In addition, Fastly-sponsored research, including an IDC study on modern Application Security programs, and its own Threat Insights Reports on bot traffic and AI crawlers, provide a view into the security and traffic trends affecting customers.
Investors can also track capital markets and corporate developments here, including announcements about convertible senior notes offerings, capped call transactions, and the transfer of Fastly’s stock listing from the New York Stock Exchange to the Nasdaq Stock Market LLC. For anyone following FSLY, this news feed offers a centralized view of the company’s financial disclosures, security insights, and strategic initiatives over time.
Fastly (NASDAQ: FSLY) published its fourth annual Global Security Research Report on February 25, 2026, finding that AI-first businesses face an “AI Speed Tax” in cybersecurity recovery and costs. AI-first organizations take nearly seven months to recover—about 80 days longer—and incur >135% higher financial impact per incident.
The report shows 44% of AI-first firms had AI exploited (vs 6% non‑AI-first), AI scraping drives average annual infrastructure impacts of >$348,000, and leading security investments include agentic discoverability (56%), API security (55%), and WAAP (54%).
Fastly (NASDAQ: FSLY) reported record fourth quarter 2025 results with $172.6M revenue (+23% YoY), record GAAP gross margin of 61.4% and record non-GAAP gross margin of 64.0%. Remaining Performance Obligations reached $353.8M (+55% YoY). Full-year 2025 revenue was $624.0M (+15% YoY) with non-GAAP net income of $19.7M. The company raised $180M of 0% convertible notes and repurchased 2026 notes to bolster liquidity, and provided 2026 guidance of $700M–$720M revenue.
Fastly (Nasdaq: FSLY) announced a time-based inducement restricted stock unit award covering 282,131 shares to a newly hired employee, approved February 4, 2026.
The RSUs were granted under Fastly’s 2025 Employment Inducement Incentive Plan and vest 25% on January 15, 2027, then 6.25% quarterly to full vesting on January 15, 2030, subject to continued service, in accordance with Nasdaq Listing Rule 5635(c)(4).
Fastly (NASDAQ: FSLY) will release fourth quarter and full year 2025 financial results after market close on Wednesday, February 11, 2026. The company will host an investor conference call the same day at 1:30 p.m. PT / 4:30 p.m. ET to discuss results.
Investors can join the live webcast at https://investors.fastly.com or dial 888-330-2022 (US/CA) or 646-960-0690 (Intl.) using conference ID 7543239. A telephone replay will be available from approximately 5:00 p.m. PT on Feb 11 through Feb 25, 2026 at 800-770-2030 or 609-800-9909 (passcode 7543239).
Fastly (NASDAQ: FSLY) sponsored an IDC study, “From Code to Production: How Modern AppSec Programs Yield 3x Better Business Outcomes,” based on ~1,000 global security and technology leaders across nine countries and 10 industries in Dec 2025.
The report groups organizations into four AppSec maturity tiers and finds that Exceptional programs deliver materially better results: 3.6x likelihood of ≥20% developer productivity gains, 3.7x likelihood of >20% reduction in negative user experience, 3.6x likelihood of ≥20% improvement in application availability, and 1.9x lower likelihood of data breaches. Regional and sector concentrations for Exceptional programs include Japan 18%, UK 16%, US 12%, High Technology 35.5%, Travel & Hospitality 18.3%.
Fastly (NASDAQ: FSLY) released its December 18, 2025 Threat Insights Report analyzing bot traffic across its global network.
Key findings: bots are 29% of web traffic, with 25% classified as unwanted and bot requests up 2% quarter-over-quarter. The report notes 4% of wanted-bot requests were blocked, headless bots targeted Financial Services and Commerce for 89% of headless traffic, and Meta and OpenAI accounted for 60% and 68% of their bot categories. Sector highlights include Commerce 88%, Public Sector 96%, Education 77%, and only 1% click-through from AI summaries. The report urges proactive bot management to protect revenue, operations, and content.
Fastly (NYSE: FSLY) priced an upsized private offering of $160.0 million aggregate principal amount of 0% convertible senior notes due 2030, increasing from $125.0 million. Settlement is scheduled for December 9, 2025 and underwriters have a $20.0 million option to purchase additional notes.
The initial conversion rate is 65.5136 shares per $1,000 (≈$15.26 per share), a ~32.5% premium to the Dec 4, 2025 share price. Net proceeds are estimated at $153.8 million (≈$173.2M if option exercised); Fastly plans to use proceeds to fund capped calls and repurchase $150.0 million of its 2026 notes concurrently.
Fastly (NYSE: FSLY) announced a proposed private offering of $125.0 million aggregate principal amount of convertible senior notes due 2030, with an initial purchaser option for an additional $25.0 million. The notes will be senior, unsecured, accrue semi-annual interest, and may be settled in cash, Class A common stock, or a combination at Fastly’s election. Fastly expects to use proceeds to fund capped call transactions, repurchase a portion of its 0% convertible notes due 2026 concurrently, and for general corporate purposes.
The final interest rate, conversion rate and other terms will be set at pricing; conversions, redemptions and capped call economics may affect dilution and market trading.
Fastly (FSLY) will voluntarily transfer its listing from the New York Stock Exchange to the Nasdaq Global Select Market, with trading expected to begin on or about December 9, 2025. Fastly confirmed it will continue to trade under the FSLY ticker.
The company described the move as part of its broader transformation to scale operations and pursue long-term value for customers and shareholders. The release includes standard forward-looking statements and refers investors to Fastly’s SEC filings, including its 2024 Form 10-K and the Q3 2025 Form 10-Q, for risk factors and more information.
Fastly (NYSE: FSLY) launched the Fastly Certified Services Partner Program on November 13, 2025, a self-guided certification track for technical security professionals at partner organizations.
The program aims to upskill partners to implement and manage Fastly security solutions, offering certification credentials, early roadmap insights, access to technical labs and webinars, and unlimited future educational content. Certified partners can provide implementation services as an alternative to Fastly professional services.