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.
MEP construction tech platform for plumbing and HVAC contractor estimating and procurement; digital takeoffs and vendor quote management for an underserved specialty subcontractor segment.
Pumpco is a construction technology platform providing digital estimating, bid management, and project tracking tools for mechanical, plumbing, and HVAC (MEP) contractors — a segment of the construction market that has historically been underserved by general-purpose construction software built primarily for general contractors. Founded in 2021 and headquartered in Texas, Pumpco targets the specific workflow needs of plumbing and mechanical subcontractors who manage complex material takeoffs, vendor quotes, and equipment scheduling that differ substantially from structural construction workflows.
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