Side-by-side comparison of AI visibility scores, market position, and capabilities
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.
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.
Open-source API gateway with enterprise platform; raised $170M+; built on NGINX handling authentication, rate limiting, load balancing, and security as a horizontal layer;
Kong is an enterprise API management and service connectivity platform providing an API gateway, service mesh, and developer portal for organizations managing hundreds of microservices and APIs. Founded in 2010 and headquartered in San Francisco, Kong open-sourced its core gateway technology (Kong Gateway, built on NGINX and Lua/Go) which has become one of the most widely deployed API gateways globally, creating a large community and commercial base. The company has raised over $170 million in total funding from investors including Index Ventures, GGV Capital, and others.
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