Fastly, Inc.
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ROIC.AI
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- Fastly, Inc. is a global edge cloud platform provider headquartered in San Francisco, California, founded in 2011. The company specializes in delivering high-performance digital experiences through a comprehensive portfolio of products including a content delivery network (CDN) that accelerates dynamic site delivery and video streaming; cloud security solutions such as web application firewall (WAF), distributed denial-of-service (DDoS) protection, bot mitigation, and origin shielding; and serverless compute capabilities enabling fast, secure code execution at the edge. Fastly’s platform also supports image optimization, live media streaming, multi-CDN optimization via Media Shield, and a unique on-the-fly packaging service for video-on-demand content, serving industries like digital publishing, e-commerce, financial services, and entertainment on a global scale. In the past two years, Fastly has undergone significant strategic and operational changes. Notably, in 2024, the company launched an AI Accelerator to advance platform innovation and introduced three new unified platform products focused on simplifying development and accelerating delivery. Leadership changes include the appointment of Richard Wong as Chief Financial Officer in August 2025 and promotion of Scott R. Lovett to President, Go to Market, to enhance growth and customer acquisition strategies. Additionally, Fastly announced a planned transfer of its stock listing from NYSE to Nasdaq, effective December 2025, aiming to align with a technology-oriented growth market. Financially, the company exhibits steady revenue growth with $140.6 million reported in Q4 2024 and a 15% revenue increase reported for Q3 2025, while focusing on operational efficiencies to reduce losses. Fastly serves a broad customer base, including digital businesses, media companies, online retailers, and organizations requiring robust security and low-latency content delivery across multiple continents. The company emphasizes a usage-based, software-defined network framework designed to enable real-time content delivery, operational resilience, and scalable growth. Its major services support scalable e-commerce platforms, dynamic content delivery, video and streaming workflows, and secure edge computing environments, positioning Fastly as a key enabler of premium digital experiences worldwide. The company continues to develop a unified platform to integrate delivery, security, and compute capabilities to meet evolving digital demands.
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