Fastly(NASDAQ) FSLY

Fastly, Inc. helps websites load faster and stay secure for users. It works behind the scenes to deliver digital content like videos. Many businesses use this technology to reach customers around the world.

What Does Fastly Build?

• Network Services: Tools that improve the performance of websites, apps, and media; accounted for 73% of revenue in the three-month period ended June 30, 2026.
• Security: Products like firewalls that protect applications and users from cyberattacks; generated 23% of revenue in the three-month period ended June 30, 2026.
• Other Solutions: Services for serverless computing and real-time data monitoring; made up 4% of revenue in the three-month period ended June 30, 2026.

Steps Toward Global Growth

• Focused on agentic artificial intelligence workloads to manage autonomous internet traffic.
• Expanded sales teams and market presence in select international locations.
• Invested in network infrastructure by increasing the number of points of presence.
• Repaid 2026 convertible senior notes in full upon maturity during the first half of 2026.

Fastly's Operational Strengths

The company uses a software-defined network that allows developers to run code at the edge of the internet. This architecture combines content delivery with security and computing power on a single integrated system.

The Latest Financial Figures

• Revenue rose 23% year over year to $183.3 million in the three-month period ended June 30, 2026.
• Gross margin reached 63% in the quarter ended June 30, 2026, up from 55% a year earlier.
• Net loss narrowed to $15.6 million in the three-month period ended June 30, 2026.
• Cash, cash equivalents, and marketable securities totaled $337.5 million as of June 30, 2026.
• Large customer count reached 624 as of June 30, 2026.

Bottom Line

Fastly has evolved from a content delivery provider into a comprehensive edge cloud and security platform. Its focus on high-performance infrastructure and large enterprise customers supports its long-term growth strategy.