Fastly, Inc. Class A (FSLY)

Over the past six months, Fastly's stock price has increased by 43.13%. Key events impacting FSLY stock include the Q2 CY2025 earnings report where Fastly exceeded revenue and EPS estimates, leading to a stock jump. Optimistic revenue guidance for Q3 and full year 2025 also positively influenced the stock. Reports of potential US-China trade restrictions caused a stock decline, while positive market sentiment and corporate earnings news led to a stock increase. The Q4 2024 earnings report, which showed record revenue, also contributed positively to the stock's performance.

Fastly experiences demand seasonality, with the fourth quarter typically being stronger due to increased demand during holiday festivities. The company's Q4 2024 earnings call noted better-than-expected seasonal traffic.

Fastly, Inc. is a technology services company that provides a real-time edge cloud platform for processing, serving, and securing customer applications. The company offers edge compute, edge delivery, and edge security services, including edge applications like load balancing, image optimization, video on demand, and managed edge delivery. Fastly focuses on providing a programmable platform to large enterprises, enabling edge computing and efficient delivery of dynamic content.

Fastly operates in the United States, the Asia Pacific region, Europe, and internationally. The United States accounts for approximately 75.02% of total sales, Asia Pacific contributes about 12.14%, and Europe accounts for 9.2% of its total revenue.

Fastly has maintained a strong brand reputation, particularly in web application and API protection. It was named a 2025 Gartner Peer Insights Customers' Choice for Cloud Web Application and API Protection for the seventh consecutive year, receiving a high overall rating. Fastly was also named a Leader in the IDC MarketScape: Worldwide Edge Delivery Services 2024, highlighting its consistent performance and customer satisfaction.

Institutional investors hold approximately 68% of Fastly, Inc.'s shares, with the top 11 shareholders collectively holding 50% of the business.