Fastly Stock Price, News & Analysis

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.

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.