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 (Nasdaq: FSLY) announced a time-based inducement restricted stock unit award covering 282,131 shares to a newly hired employee, approved February 4, 2026.
The RSUs were granted under Fastly’s 2025 Employment Inducement Incentive Plan and vest 25% on January 15, 2027, then 6.25% quarterly to full vesting on January 15, 2030, subject to continued service, in accordance with Nasdaq Listing Rule 5635(c)(4).
Fastly (NASDAQ: FSLY) will release fourth quarter and full year 2025 financial results after market close on Wednesday, February 11, 2026. The company will host an investor conference call the same day at 1:30 p.m. PT / 4:30 p.m. ET to discuss results.
Investors can join the live webcast at https://investors.fastly.com or dial 888-330-2022 (US/CA) or 646-960-0690 (Intl.) using conference ID 7543239. A telephone replay will be available from approximately 5:00 p.m. PT on Feb 11 through Feb 25, 2026 at 800-770-2030 or 609-800-9909 (passcode 7543239).
Fastly (NASDAQ: FSLY) sponsored an IDC study, “From Code to Production: How Modern AppSec Programs Yield 3x Better Business Outcomes,” based on ~1,000 global security and technology leaders across nine countries and 10 industries in Dec 2025.
The report groups organizations into four AppSec maturity tiers and finds that Exceptional programs deliver materially better results: 3.6x likelihood of ≥20% developer productivity gains, 3.7x likelihood of >20% reduction in negative user experience, 3.6x likelihood of ≥20% improvement in application availability, and 1.9x lower likelihood of data breaches. Regional and sector concentrations for Exceptional programs include Japan 18%, UK 16%, US 12%, High Technology 35.5%, Travel & Hospitality 18.3%.
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.