Fastly Stock Price, News & Analysis

Fastly (NYSE:FSLY) has been named a 2025 Gartner® Peer Insights™ Customers' Choice for Cloud Web Application and API Protection (WAAP), marking its seventh consecutive year receiving this recognition. The company achieved an exceptional 4.8 out of 5 stars rating based on 130 reviews from enterprise IT professionals as of July 31, 2025.

The recognition highlights Fastly's Next-Gen WAF capabilities, including DDoS mitigation, AI Bot Management, API security, and account takeover prevention. Customer reviews particularly praised Fastly's technology solutions, support team expertise, and ability to address complex security challenges effectively.

Fastly (NYSE:FSLY) announced the approval of an inducement restricted stock unit (RSU) award for its new Chief Financial Officer, Richard Wong. The award, approved by the Compensation Committee on September 3, 2025, consists of 1,130,323 shares of Fastly Class A common stock.

The RSUs will vest over a four-year period, with 25% vesting on August 15, 2026, followed by quarterly vestings of 6.25% until full vesting on August 15, 2029, contingent on Wong's continued employment. The award was granted under Fastly's 2025 Employment Inducement Incentive Plan in accordance with NYSE Listing Rule 303A.08.

Fastly (NYSE:FSLY) has released its Q2 2025 Threat Insights Report, revealing significant findings about AI bot traffic patterns. The analysis shows that AI crawlers constitute nearly 80% of all AI bot traffic, with Meta dominating at 52% of crawler traffic, surpassing both Google (23%) and OpenAI (20%) combined.

The report, based on 6.5 trillion monthly requests across Fastly's network, highlights that ChatGPT leads real-time web traffic, generating up to 39,000 requests per minute. Notably, 90% of AI crawler activity is concentrated in North America, raising concerns about geographic bias in AI training data. The study also reveals that automated bot traffic represents 37% of all activity across Fastly's global network.

Fastly (NYSE: FSLY) announced key leadership changes with the appointment of Richard Wong as Chief Financial Officer, effective August 11, 2025, succeeding Ron Kisling who will remain in an advisory role until September 15, 2025. Wong brings nearly three decades of finance leadership experience, most recently serving as CFO at Benchling, with prior roles at Houzz Inc., LinkedIn, and Yahoo!.

Additionally, the company promoted Scott R. Lovett from Chief Revenue Officer to President, Go to Market, effective immediately. In this newly created role, Lovett will oversee both revenue and marketing organizations, with Chief Marketing Officer Albert Thong reporting to him. The restructuring aims to enhance alignment across customer-centric teams and accelerate growth.

Fastly (NYSE:FSLY) reported strong Q2 2025 financial results, achieving record revenue of $148.7 million, a 12% year-over-year increase. The company's performance exceeded guidance, with network services revenue growing 10% to $114.9 million and security revenue up 15% to $29.3 million.

Key highlights include positive free cash flow of $10.9 million, improved net retention rate of 104%, and RPO growth of 41% to $315 million. The company reported a reduced GAAP net loss of $37.5 million ($0.26 per share) and non-GAAP net loss of $5.0 million ($0.03 per share). Following these results, Fastly raised its 2025 guidance and expects positive free cash flow for the year.

The quarter also saw significant leadership changes, including the appointment of Kip Compton as CEO and Richard Wong as the incoming CFO, effective August 11, 2025.

Fastly (NYSE:FSLY), a global edge cloud platform leader, has announced its management team's participation in two upcoming investor conferences. The company will participate in a fireside chat at the KeyBanc Capital Markets Technology Leadership Forum on August 12th at 5:30 p.m. ET in Park City, UT, featuring CFO Ron Kisling and VP IR Vernon Essi, Jr. Additionally, CEO Kip Compton and VP IR Vernon Essi, Jr. will present at the Piper Sandler 4th Annual Growth Frontiers Conference in Nashville, TN on September 10th (time TBA). Both presentations will be accessible via webcast on Fastly's Investor Relations website.

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.