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. reports company news tied to its global edge cloud platform, which combines edge compute, delivery, security, and observability offerings for websites, applications, APIs, and digital media. Recurring updates cover financial results, customer concentration, network services revenue, security revenue, compute and observability activity, and product positioning around performance, latency, and developer experience.
Fastly news also includes partnerships and technology initiatives, such as anti-piracy collaboration for live sports streaming, as well as leadership appointments, equity inducement awards, and market-recognition announcements related to edge development platforms and internet application security.
Fastly (FSLY) and Comcast (CMCSA) announced a next-generation content and application delivery partnership that integrates Fastly’s programmable edge software across Comcast’s nationwide network to serve millions of Xfinity members.
The deployment embeds Fastly into more than 200 AI-powered Comcast edge compute centers and virtual cable modem termination systems, pushing streaming and application data closer to customers. This hyper-local, intelligent service layer is designed to cut round-trip latency, expand capacity for peak events like live sports and major game releases, and improve reliability by reducing dependence on a small number of centralized locations, while also supporting gaming, remote work, and emerging AI services.
Fastly (NASDAQ:FSLY) reported record second quarter 2026 revenue of $183.3 million, up 23% year-over-year, with Network Services at $133.9 million (+17%), Security at $41.7 million (+43%), and Other at $7.7 million (+69%). GAAP gross margin reached a record 63.3%, and non-GAAP gross margin was 65.8%.
GAAP operating loss narrowed to $14.4 million and GAAP net loss to $15.6 million (−$0.10 per share), while non-GAAP operating income was $27.0 million and non-GAAP net income $26.2 million ($0.15 diluted per share). Operating cash flow was $39.3 million and free cash flow $3.6 million.
Remaining performance obligations rose 38% to $341 million, LTM net retention rate improved to 117%, and the top ten customers represented 37% of revenue. Fastly issued Q3 2026 revenue guidance of $184–$190 million and full-year 2026 revenue guidance of $732–$746 million, with positive non-GAAP profitability expected for both periods.
Fastly (NASDAQ: FSLY) announced that its management will present at three upcoming investor conferences: the KeyBanc Capital Markets Technology Leadership Forum in Park City, UT on August 10 at 11:00 a.m. ET, the Citi 2026 Global TMT Conference in New York, NY on September 9 at 8:10 a.m. ET, and the Piper Sandler Growth Frontiers Conference in Nashville, TN on September 15 at 11:30 a.m. ET. Each session will feature Chief Financial Officer Rich Wong and VP Investor Relations Vernon Essi, Jr., with webcasts available on Fastly’s investor relations website.
Fastly (NASDAQ: FSLY) has joined the Experian Agent Trust™ ecosystem, integrating its programmable edge cloud platform with Experian’s Human to Agent Binding framework to help enterprises verify AI agents, assess delegated authority, and authorize AI-driven transactions in real time before they reach backend applications.
According to Experian, the collaboration lets organizations extend identity, trust and payment checks to the network edge, integrate with existing APIs and payment workflows, and apply identity-based policies, pricing, rate limiting and approvals. Fastly also supports emerging Know Your Agent tools like Skyfire, aiming to turn trusted AI agents into an authenticated, accountable commerce channel.
Fastly (NASDAQ: FSLY) will host its 2026 Investor Day at the Nasdaq MarketSite in New York City on September 22, 2026. The half-day event will feature executive presentations on strategy, product roadmap, financials, and business outlook, with a live webcast beginning at 1:00 PM ET. Investors can pre-register online, watch a replay at https://investors.fastly.com, and request limited in-person attendance via ir@fastly.com.
Fastly (NASDAQ:FSLY) will release its second quarter 2026 financial results after market close on Wednesday, August 5, 2026. The company will host an investor conference call at 1:30 p.m. PT / 4:30 p.m. ET with live webcast and replay available.
Fastly (NASDAQ:FSLY) has joined DIMPACT, a coalition focused on reducing the environmental impact of digital media. As the first edge cloud platform member, Fastly contributes real-world edge network data, infrastructure expertise, and a transparent emissions-calculation approach to help media, streaming, and publishing companies understand and optimize digital carbon footprints.
Fastly (NASDAQ:FSLY) has been named a 2026 Gartner Peer Insights Customers’ Choice for Edge Distribution Platforms, based entirely on verified peer reviews.
Fastly reports an overall rating of 4.8/5 stars from 92 reviews and a 95% Willingness to Recommend score as of April 30, 2026.
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Fastly (NASDAQ:FSLY) released new research showing AI-generated traffic is forming a distinct layer of internet activity and growing far faster than human requests.
Across Fastly's network, AI requests rose about 30% from January to May 2026, roughly 6.5x the growth rate of human traffic.
The study distinguishes AI crawlers that train models from AI fetchers that answer real-time user queries, noting different infrastructure demands. In May 2026, about 51% of AI requests required origin access versus under 9% for human requests. Claude-related traffic grew over 555% versus January.
Fastly emphasizes the need for machine traffic strategies focused on visibility, context, and precise control at the edge to balance performance, security, and business value from automated interactions.