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Fastly (FSLY) Stock News

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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.

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Fastly (NYSE: FSLY) announced that on October 30, 2025 its Compensation Committee approved a time‑based inducement restricted stock unit award covering 331,695 shares of Class A common stock to a newly hired employee under the company’s 2025 Employment Inducement Incentive Plan. The RSUs vest over four years: 25% on September 15, 2026 and 6.25% on each quarterly anniversary thereafter, with full vesting on September 15, 2029, subject to continued service. The grant was made as an inducement material to the employee entering employment in accordance with NYSE Listing Rule 303A.08.

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Resistant AI (FSLY) raised $25 million Series B led by DTCP Growth to expand document fraud detection, transaction monitoring, and threat intelligence in Europe. The company reported it was breakeven in September and will use proceeds to scale partnerships and geographic reach. Since Series A, ARR grew 10x and customer count grew 4x; the service has verified 150 million documents and increased transactions analyzed 100x. Existing investors including Experian, GV, and Notion Capital participated. Resistant AI serves banks, fintechs, and enterprises and employs >100 across Prague, London, and New York.

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Fastly (NYSE: FSLY) will report third quarter 2025 financial results after market close on Wednesday, November 5, 2025. The company will hold an investor conference call the same day at 1:30 p.m. PT / 4:30 p.m. ET to discuss results. A live webcast will be available at https://investors.fastly.com under the “Quarterly Results” section.

Dial-in details: 888-330-2022 (US/CA) or 646-960-0690 (Intl.), Conference ID 7543239. Telephone replay available from ~5:00 p.m. PT on November 5 through November 18, 2025 via 800-770-2030 or 609-800-9909 (passcode 7543239).

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

What is the current stock price of Fastly (FSLY)?

The current stock price of Fastly (FSLY) is $17.6 as of May 26, 2026.

What is the market cap of Fastly (FSLY)?

The market cap of Fastly (FSLY) is approximately 2.6B.