# Fastly **Source:** https://geo.sig.ai/brands/fastly **Vertical:** Infrastructure **Subcategory:** Cloud Services **Tier:** Emerging **Website:** fastly.com **Last Updated:** 2026-04-14 ## Summary NYSE: FSLY edge cloud CDN and security at $144.5M Q1 2025 revenue (+8% YoY) with $8.2M FCF; new CEO Kip Compton Jun 2025 driving turnaround with $585-595M 2025 guidance competing with Cloudflare and Akamai for developer-programmable edge computing. ## Company Overview 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. 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. 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. ## Frequently Asked Questions ### What is Fastly? Fastly is an American cloud computing company founded in 2011 that provides content delivery network (CDN) services, image optimization, load balancing, and cloud security capabilities. The publicly traded company (NYSE: FSLY) is based in San Francisco, California and operates an edge cloud platform serving enterprise customers. ### What products and services does Fastly offer? Fastly offers a Content Delivery Network (CDN), edge cloud platform, image optimization, load balancing, and web application firewall services. These solutions help businesses deliver content faster and more securely to users worldwide. ### Who are Fastly's target customers? Based on their infrastructure services including CDN, edge cloud platform, and enterprise-grade security solutions, Fastly serves businesses that need to deliver content at scale with high performance and security requirements. ### When was Fastly founded? Fastly was founded in 2011. ### Where is Fastly headquartered? Fastly is based in San Francisco, California. ### How is Fastly funded? Fastly is a publicly traded company listed on the New York Stock Exchange under the ticker symbol FSLY. In December 2024, the company raised $150 million through convertible notes with a 7.75% yield. ### What are Fastly's recent financial performance metrics? In Q1 2025, Fastly reported revenue of $144.5M (up 8% year-over-year) with positive free cash flow of $8.2M. Full-year 2024 revenue was approximately $545M with 57.8% gross margins, and the company has raised its 2025 revenue guidance to $585-595M. ### What technology approach does Fastly use? Fastly operates an edge cloud platform that delivers content and applications closer to end users through its content delivery network infrastructure. This edge computing approach enables faster content delivery, image optimization, and improved application performance. ### How can I get started with Fastly? Based on the information provided, specific onboarding details are not available. As a publicly traded infrastructure company offering enterprise CDN and edge cloud services, interested customers would typically need to contact Fastly directly for implementation. ### What are the latest developments at Fastly? In June 2025, Kip Compton was appointed as CEO to drive the company's turnaround strategy focused on edge cloud services and CDN optimization. The company has shown improving financial performance with positive free cash flow and has raised its 2025 revenue guidance while reducing operating losses. ## Tags b2b, platform, cloud-native, infrastructure, global, developer-tools, public, saas --- *Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*