Fastly Stock Price, News & Analysis

Fastly (NYSE: FSLY), a global edge cloud platform provider, has scheduled its Q2 2025 earnings release for Wednesday, August 6, 2025, after market close. The company will host an investor conference call at 1:30 p.m. PT / 4:30 p.m. ET to discuss the quarterly results.

Investors can access the live webcast through the company's investor relations website. For those joining by phone, dial-in numbers are provided for both US/Canada (888-330-2022) and International (646-960-0690) participants, with conference ID 7543239. A replay will be available until August 20, 2025.

Fastly (NYSE: FSLY) has appointed Kip Compton, its current Chief Product Officer, as CEO and Board member, effective immediately. Compton replaces Todd Nightingale, who is stepping down as CEO, President, and Director but will remain as an advisor until June 30, 2025. Compton, who joined Fastly in January 2024, brings over 25 years of senior leadership experience in cloud, video, and networking. Previously, he served as SVP of Strategy & Business Development at Cisco Networking. He holds degrees from MIT in Computer Science and Engineering and Electrical Engineering, plus an MBA from Wharton. The company has reaffirmed its financial guidance for Q2 and full-year 2025 results as previously issued on May 7, 2025.

Fastly's Q1 2025 Threat Insights Report reveals significant cybersecurity challenges, with commerce industry attacks doubling from 15% to 31% year-over-year. The report highlights that 37% of all internet traffic comes from bots, with 89% classified as unwanted. Commerce websites faced the highest proportion of unwanted bot traffic at 39%, while high technology organizations were the most targeted overall at 35% of observed attacks. The study, based on 6.5 trillion monthly requests across Fastly's security solutions protecting over 130,000 apps and APIs, also found that attempted logins using compromised passwords averaged 1.3 million daily in March 2025. The findings emphasize the growing importance of distinguishing between beneficial bot traffic, such as search engine crawlers (66% of wanted bots), and malicious automation that can lead to account takeovers, ad fraud, or data theft.

Cerby, a leading identity security automation platform, has secured a $40 million Series B funding round led by DTCP, with participation from Okta Ventures, Salesforce Ventures, and Two Sigma Ventures. The company plans to use the funding to expand its Cerby Application Network and scale operations in North America and EMEA regions.

Since its Series A round 20 months ago, Cerby has achieved remarkable growth, including a 10x increase in ARR and a 5x growth in customer base. The platform currently automates identity workflows across over 2,000 applications and supports more than 100 organizations worldwide, including major brands like L'Oréal, Fox, Allstate, Chime, and Dentsu.

Cerby's platform uniquely automates the full identity lifecycle for disconnected applications, working across Enterprise Password Management, Identity and Access Management, Identity Governance and Administration, and Privileged Access Management systems.

Fastly (NYSE: FSLY) has announced two key executive appointments to strengthen its leadership team. Tara Seracka joins as Chief Legal Officer, bringing nearly 20 years of experience in B2B SaaS and software businesses, previously serving as Senior Vice President and Deputy General Counsel at Cisco Systems. Albert Thong has been promoted to Chief Marketing Officer after successfully leading Fastly's Growth Marketing initiatives. Prior to Fastly, Thong held leadership positions at Check Point.

Both executives will focus on driving innovation and growth at Fastly. Seracka will lead the legal team in supporting product development and go-to-market strategies, while Thong will concentrate on building a marketing engine to accelerate growth and strengthen customer relationships for Fastly's Edge Cloud Platform.

Fastly (NYSE: FSLY) reported strong Q1 2025 financial results, with revenue reaching $144.5 million, up 8% year-over-year and exceeding guidance. The company generated positive free cash flow of $8.2 million, compared to -$2.2 million in Q1 2024. Revenue breakdown showed Network Services at $113.3M (+7% YoY), Security at $26.4M (+7% YoY), and Other revenue at $4.8M (+64% YoY). The enterprise customer count grew to 595, adding 18 customers YoY. However, GAAP net loss was $39.1M, with non-GAAP net loss at $6.6M. Based on strong performance, Fastly raised its 2025 guidance, projecting full-year revenue of $585-595M and reduced non-GAAP operating losses of $12-6M.

Fastly (NYSE: FSLY), a global edge cloud platforms leader, has scheduled its first quarter 2025 financial results announcement for Wednesday, May 7, 2025, after market close. The company will host an investor conference call at 1:30 p.m. PT / 4:30 p.m. ET to discuss the quarterly results.

Investors can access the live webcast through the company's investor relations website at investors.fastly.com under the 'Quarterly Results' section. For those joining by phone, dial-in numbers are 888-330-2022 (US/Canada) or 646-960-0690 (International) with Conference ID 7543239. A telephone replay will be available from 5:00 p.m. PT on May 7 through May 14, 2025.

Fastly (NYSE: FSLY) announced significant returns from its Application Security Solutions according to a commissioned Forrester Total Economic Impact™ study. The study revealed a 235% ROI over three years, with benefits totaling $6.04 million for a composite organization.

Key findings include a $3.7 million profit increase and 4% to 8% boost in sales conversion rates. The solution demonstrated a 3X increase in software development efficiency and a 30% reduction in security incidents. Organizations reached full blocking mode within 2-3 weeks, with a 25% reduction in false positives compared to traditional WAF products.

Fastly's Web Application and API Protection (WAAP) solutions, including Next-Gen WAF, Bot Management, API Security, and DDoS Protection, helped organizations improve site performance, enhance user engagement, and streamline operations while maintaining robust security measures.

Fastly (NYSE: FSLY) has announced significant updates to its DDoS Protection service, introducing new Attack Insights capabilities that provide real-time visibility into attack mitigation. The enhancement allows security teams to validate mitigation actions and protect applications and APIs from DDoS attacks more effectively.

The new features include:

• Events identification for individual DDoS attacks
• Event Details providing granular insights into attack attributes
• Rule Details exposing short-lived mitigation rules

The solution offers automatic threat mitigation without requiring tuning or security expertise, featuring predictable pricing with no fees for mitigated attack traffic. Yottaa's VP of Client Services, Ben Trafton, praised the solution's effectiveness and seamless operation. The Attack Insights feature is now available to Fastly DDoS Protection customers and can be enabled with one click through the control panel.