Brand Intelligence Graphcompany
Company Overview
About Fastly
Fastly, Inc. is a San Francisco-based edge cloud platform — listed on NYSE (NYSE: FSLY) — providing developers and enterprises with content delivery network (CDN), DDoS protection, edge computing (Compute@Edge, WebAssembly runtime), web application firewall (WAF), and image optimization services that enable faster, more secure digital experiences through its globally distributed edge network. Fastly generated approximately $545 million in full-year 2024 revenue with Q1 2025 revenue of $144.5 million (+8% year-over-year) and positive free cash flow of $8.2 million (versus -$2.2 million in Q1 2024), demonstrating the operational turnaround that new CEO Kip Compton (appointed June 2025) is implementing. Fastly's 2025 full-year guidance of $585-595 million revenue reflects continued growth momentum.
Business Model & Competitive Advantage
Fastly's edge cloud architecture differentiates from traditional CDNs (Akamai, Cloudflare) through its developer-programmable edge computing platform: rather than simply caching static content at edge nodes, Fastly's Compute@Edge enables developers to deploy WebAssembly applications that run custom logic at the edge (authentication checks, A/B testing, content personalization, API transformation) before the request reaches the origin server — reducing latency for dynamic content that can't be served from cache. The Fastly Fiddle developer sandbox (testing edge code changes in real time without deployment cycles) and the Terraform provider (infrastructure-as-code management of Fastly configuration) reflect the developer-first positioning that distinguishes Fastly from enterprise CDN providers targeting network operations teams rather than software engineers. The DDoS mitigation and WAF products (Fastly Security Suite) provide the network security layer that web applications require alongside delivery performance.
Competitive Landscape 2025–2026
In 2025, Fastly (NYSE: FSLY) competes in the CDN, edge computing, and cloud security market with Cloudflare (NYSE: NET, dominant integrated CDN + security + edge platform, $2.6B+ revenue), Akamai Technologies (NASDAQ: AKAM, enterprise CDN and security, $3.6B+ revenue), and AWS CloudFront (NASDAQ: AMZN, integrated CDN in the AWS ecosystem) for enterprise CDN and edge platform contracts. Fastly's turnaround focus under CEO Kip Compton emphasizes the edge computing differentiation (Compute@Edge as the developer-facing product) over commodity CDN bandwidth competition where Cloudflare's scale and pricing advantage are most significant. The June 2025 CEO appointment (Compton bringing enterprise software sales and go-to-market experience) signals a strategy shift toward larger enterprise contracts and improved sales execution. The 2025 strategy focuses on the edge computing and edge security use cases (distinguishing Fastly from generic CDN), growing the security product revenue as a percentage of total revenue, and improving operating leverage toward sustainable profitability.
Recent Activity
View all →Discover Fastly’s Autonomous Edge Defense Agent (AEDA) in Gemini Enterprise, designed to streamline incident response and slash MTTR.
Fastly’s 2025 Sustainability Report: our renewable energy commitment delivered, Scope 3 emissions focus, and what’s ahead in our sustainability work.
Scale your AI securely. Fastly for AI gives enterprise leaders complete visibility into model usage, real-time cost controls, and edge-based threat protection
Discover Fastly’s AI Runtime Control. Gain real-time visibility, manage token spend, and govern enterprise AI usage securely at the edge.
Learn how Fastly Bot Management and ContentGuard help you strategically control AI scrapers and protect your cached content in the AI era.
Learn how to build an MPP streaming demo on Fastly Compute comparing Stripe Shared Payment Tokens and native Tempo payment sessions for pay-as-you-go agent APIs.
Learn how Fastly DDoS Protection's new Challenge action prevents false positives and keeps legitimate traffic flowing during critical events.
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.
Khan Academy, Yottaa, and Magnolia stop DDoS attacks with automation that reacts faster than any team could. See how Fastly protects them at scale.
Elevate your video streaming telemetry with CMCDv2. Discover how Request, Response, and Event modes offer deeper, full-stack insights into viewer performance.
Accelerate your data migrations with Fastly's new Direct Fetch API for Object Storage. Transfer from S3-compatible sources directly, bypassing client limits.
Gain deeper insights with Fastly Log Analytics. Build an open-source, self-hosted dashboard to own your data, reduce vendor costs, and troubleshoot instantly.
Key Differentiators
Emerging Innovator
Fastly is an emerging player bringing innovative solutions to the Infrastructure market.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
Similar Brands
Cloudflare
Cloudflare is a global cloud platform providing web performance, security, and network services to millions of websites and applications worldwide. Founded in 2009 by Matthew Prince and Michelle Zatly
Heroku
Heroku is a cloud application platform (PaaS) that enables developers to deploy, manage, and scale web applications without managing server infrastructure — supporting multiple programming languages (
Netlify
Netlify is a web hosting and serverless platform enabling developers to deploy websites and web applications with continuous deployment from Git repositories, serverless functions, edge computing, and
Neon
Neon is a serverless PostgreSQL platform offering instant database provisioning, automatic scaling to zero, and database branching — capabilities that make it uniquely suited for modern application de
Infracost
Infracost is a San Francisco-based cloud cost management platform — backed by Y Combinator (W21) with $17.2 million raised including a $15 million Series A led by Pruven Capital with Insight Partners
Reducto
Reducto is a San Francisco-based AI document intelligence company — backed by $108 million in total funding including a $75 million Series B led by Andreessen Horowitz in October 2025, plus a $24.5 mi
Compare Fastly with Competitors
Side-by-side AI visibility scores, platform breakdown, and market position.
Claim This Profile
Are you from Fastly? Claim your profile to see full AI mention excerpts, get weekly visibility change alerts, and optimize how AI systems describe your brand.
Claim Fastly Profile →Track AI Visibility in Real Time
Monitor how ChatGPT, Gemini, Perplexity, and Claude mention Fastly vs competitors. Get alerts when AI recommendations shift.
Start Free Tracking →