Fastly
Edge cloud platform for delivery, compute, security, and streaming.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Fastly, Inc.
- Entity type
- COMPANY
- Founded
- 2011
- Headquarters
- 475 Brannan Street, Suite 300, San Francisco, California 94107
- Company size
- 1,001–5,000
- Market role
- B2B SaaS Provider
- Ticker
- FSLY
- Official website
- fastly.com
What Fastly does
Fastly operates a B2B cloud infrastructure model built around a globally distributed edge network. Customers integrate its platform into their applications and digital properties to improve performance, run low-latency workloads, and secure traffic. Value is created through reduced latency, operational control via APIs, fast cache invalidation, and integrated security at the edge; revenue is captured through metered consumption and enterprise commercial agreements.
Category differentiation
Fastly is not an advertising technology vendor or media owner; it is a cloud infrastructure provider focused on edge delivery, compute, and security. It should be distinguished from CDN-only providers by its broader programmable edge and security stack.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Fastly, Inc. is a US-listed cloud infrastructure company that provides a programmable edge platform combining content delivery, edge compute, security, and observability. Its products are used to accelerate websites, APIs, and streaming services, run application logic closer to end users, and protect digital properties against threats such as DDoS attacks and application-layer exploits. The company sells primarily to enterprise engineering, DevOps, infrastructure, and security teams at digital businesses, including publishers, streaming services, ecommerce companies, and SaaS providers. It generates revenue mainly from usage-based charges tied to bandwidth, requests, compute execution, and attached security services, often under enterprise agreements with minimum commitments and volume discounts.
Company news briefing
Briefing updated:
Fastly is expanding its strategic focus into AI security with the launch of its AI Firewall and AI Runtime Control to secure agentic workflows. This product expansion accompanies strong financial growth, highlighted by a 23% year-over-year revenue increase in Q2 2026 driven by strong Next-Gen WAF adoption. Additionally, the company has bolstered its liquidity by expanding its revolving credit facility to $100.0 million and signaled ongoing infrastructure support for the new SPUR content telemetry standard.
Business model & monetisation
Fastly monetises chiefly through usage-based infrastructure pricing. Customers are billed for data transfer, request volume, and compute execution, with additional charges for products such as WAF and related security services. The commercial model combines metered billing, minimum monthly commitments, and negotiated enterprise contracts with volume discounts.
- CDN and traffic delivery
- Usage-based billing on bandwidth and requests
- Edge compute
- Metered compute execution and platform consumption
- Security products such as WAF and DDoS protection
- Add-on platform fees plus delivery-related charges
- Enterprise commitments and negotiated contracts
- Minimum commitments with volume discounts
Products & capabilities
No products with linked sources are available in this view.
Products & market categories
Competitors & alternatives
- Akamai
Enterprise edge cloud and content delivery infrastructure provider.
- Cloudflare
Cloud platform for security, performance, and edge application delivery.
Side-by-side comparisons
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
Fastly Unveils AEDA: Autonomous Edge Security in Gemini Enterprise
Recorded impact score: 2/5
Discover Fastly’s Autonomous Edge Defense Agent (AEDA) in Gemini Enterprise, designed to streamline incident response and slash MTTR.
Comcast and Fastly’s New Content Delivery Model Powers Highest Quality Experience for Peacock’s Biggest Live Events
Recorded impact score: 2/5
Fastly announces a new content delivery model with Comcast to power Peacock's biggest live events.
Akamai surges after $11.6B Anthropic CPU deal
Infrastructure · Recorded impact score: 3/5
Akamai Technologies' shares surged up to 16.4% after announcing an $11.6 billion deal with AI company Anthropic for dedicated cloud computing capacity over seven years, marking the largest deal in Akamai's history. The deal focuses on CPU-based infrastructure for agentic AI workloads, with an option to expand to $20 billion. Anthropic will receive a warrant for up to 5% of Akamai's stock, vesting based on spending milestones. Akamai expects $5.5 billion in capital spending plus $1.7 billion for components, and analysts estimate this equates to about 77 megawatts of computing power. Revenue is expected to begin in 2027, with an annual run rate of $1.7 billion by end of 2028. CNBC's Jim Cramer highlighted Akamai as a buy, citing its low valuation (under 16 times expected earnings) and the Anthropic deal, while suggesting a pullback for Cloudflare (279 times earnings) and Fastly (50 times earnings). Akamai is repositioning with edge computing to handle AI workloads closer to users.
- Akamai signed an $11.6 billion deal with Anthropic for dedicated cloud computing capacity over 7 years, the largest in Akamai's history.
- The deal can be expanded to up to $20 billion and includes a warrant granting Anthropic up to 5% of Akamai's stock, vesting based on spending milestones.
Fastly Launches AI Firewall and AI Runtime Control to Secure and Scale AI
Recorded impact score: 4/5
Fastly announced the launch of AI Firewall and AI Runtime Control, aimed at securing and scaling AI applications. This is a new product launch, indicating a strategic expansion into AI security.
What is Style Smuggler (CVE-2026-75650)?
Recorded impact score: 3/5
CVE-2026-75650 (StyleSmuggler) is a critical SSTI being actively exploited in ecommerce platforms. Learn what it is and how Fastly customers can stay protected.
Explore company relationships
Questions about Fastly
What is Fastly?
Fastly is a public cloud infrastructure company that provides edge delivery, edge compute, security, and streaming infrastructure for digital businesses.
Who uses Fastly?
Its customers are mainly enterprise engineering, DevOps, infrastructure, and security teams at publishers, streaming platforms, ecommerce businesses, SaaS companies, and other digital services.
How does Fastly make money?
It makes money primarily through usage-based billing for bandwidth, requests, compute execution, and add-on security services, often under enterprise contracts with minimum commitments.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
17 publicly documented primary sources and citations linked across the market graph.
Continue your research on Fastly
Explorer includes additional company details, a Watchlist for up to 25 companies and your personal Strategic Intelligence Agent. It monitors your market daily and delivers tailored briefings with clear strategic context whenever relevant news occurs.
Free, with no time limit.