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) and LALIGA announced a joint anti‑piracy innovation to detect and remove illegal live streams of LALIGA matches using AI and proprietary content signals. LALIGA estimates piracy costs €600–€700M ($700–$800M) annually; Fastly says its solution reduces detection time and narrows the window for unauthorized retransmission.
The partnership builds on prior work that reportedly cut piracy in Spain by 60% in 2024/25 and aims to enable platforms to disable infringing streams with precision.
Fastly (Nasdaq: FSLY) appointed Joan Jenkins as Chief Marketing Officer on March 31, 2026. Jenkins will lead global marketing to accelerate growth, expand market reach, and strengthen Fastly’s leadership in security, edge computing, and AI workload scaling.
Jenkins brings more than two decades of experience and prior leadership roles at Informatica, Oracle, Mindtickle, and Cisco.
Fastly (NASDAQ: FSLY) was named a Leader in The Forrester Wave: Edge Development Platforms, Q1 2026, receiving above-average customer feedback and top scores in innovation, developer experience, and performance & latency optimization.
The report highlights Fastly's global compute fabric, Wasm security, AI-assisted development, edge-first event streaming, and strengths for performance-critical, security-sensitive edge workloads.
Fastly (NASDAQ: FSLY) published its fourth annual Global Security Research Report on February 25, 2026, finding that AI-first businesses face an “AI Speed Tax” in cybersecurity recovery and costs. AI-first organizations take nearly seven months to recover—about 80 days longer—and incur >135% higher financial impact per incident.
The report shows 44% of AI-first firms had AI exploited (vs 6% non‑AI-first), AI scraping drives average annual infrastructure impacts of >$348,000, and leading security investments include agentic discoverability (56%), API security (55%), and WAAP (54%).
Fastly (NASDAQ: FSLY) reported record fourth quarter 2025 results with $172.6M revenue (+23% YoY), record GAAP gross margin of 61.4% and record non-GAAP gross margin of 64.0%. Remaining Performance Obligations reached $353.8M (+55% YoY). Full-year 2025 revenue was $624.0M (+15% YoY) with non-GAAP net income of $19.7M. The company raised $180M of 0% convertible notes and repurchased 2026 notes to bolster liquidity, and provided 2026 guidance of $700M–$720M revenue.
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.