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) has been named a Leader in IDC MarketScape’s 2026 worldwide assessment of web application and API protection platforms.
The assessment, published in September 2026, covers platforms that protect web applications and application programming interfaces. Fastly’s security offerings run inline on its global network and include firewall, bot management, distributed denial-of-service protection and API security tools. The assessment also cited Fastly’s 98.7% annual revenue retention rate for the fiscal year ended December 31, 2025, and 117% last-12-month net retention rate as of June 30, 2026.
Fastly (FSLY) expanded its partnership with Jio Platforms to offer the enhanced JioCDN content delivery network to businesses across India. The platform combines Jio’s 5G and fixed broadband infrastructure with Fastly’s programmable edge cloud, which processes and delivers content closer to users.
JioCDN already supports Reliance group services, including JioHotstar, AJIO and JioTV. It has also handled live digital events, including Indian Premier League matches and the ICC T20 World Cup 2026.
Fastly (NASDAQ: FSLY) will release its third-quarter 2026 financial results after market close on November 4, 2026.
An investor conference call will follow that day at 1:30 p.m. PT / 4:30 p.m. ET. A webcast replay will be available on investors.fastly.com starting approximately two hours after the event and archived for one quarter.
Fastly (FSLY) and Comcast (CMCSA) are working with NBCUniversal to deliver Peacock live events through software running inside Comcast’s network.
Fastly’s content and application delivery software can run from Comcast’s more than 200 edge compute centers across the U.S., putting it closer to viewers. The companies say the approach can add capacity and improve efficiency during high-demand streams, including sports such as the NFL, NBA and MLB. NBCUniversal says moving content closer to viewers can reduce duplicate traffic and the distance it travels.
Fastly (FSLY) launched AI Runtime Control, AI Firewall, and API Security to govern and protect enterprise AI systems on its unified edge platform.
The new capabilities extend the Fastly for AI portfolio, allowing organizations to centralize model routing, token spend visibility, rate limiting, and budget controls while protecting AI applications from LLM-based attacks and enforcing API contracts for agents. Fastly reports that machine-generated traffic exceeded 50% of its network in July and August, with AI traffic growing 6.5 times faster than human traffic earlier this year. These controls run on Fastly’s edge network, which has 622 Tbps of capacity and processes more than five trillion requests daily.
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.