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.
Durable execution platform with $1.5B valuation; resilient distributed workflows surviving failures for companies like DoorDash and Netflix, becoming key AI agent orchestration infrastructure.
Temporal Technologies is an open-source durable execution platform that makes it possible to build reliable distributed applications and workflows that survive infrastructure failures — server crashes, network outages, and process restarts — without requiring developers to manage complex state persistence or distributed coordination themselves. Founded in 2019 by Maxim Fateev and Samar Abbas (who previously built Cadence workflow at Uber) and having raised over $200 million at a $1.5 billion valuation, Temporal has become the preferred durable execution platform for infrastructure engineers building complex distributed systems.
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