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Fastly, Inc.: Business Overview, Financials & Competitive Analysis

Fastly, Inc. scores 8/10 on the AskCyborg Cyborg Score (Strong). Fastly is executing a profitable transition from legacy CDN to AI-focused edge computing infrastructure, commanding higher margins and enterprise-grade customer economics. Fastly achieved its first full year of non-GAAP net income ($19.7 million) and generated $45.8 million in positive free cash flow. The stock surged nearly 42% in a single.

What is Fastly, Inc.'s industry? Fastly, Inc. (fastly.com) operates in Edge Cloud Computing & Content Delivery Infrastructure. AskCyborg classifies Fastly, Inc. under Edge Cloud Computing & Content Delivery Infrastructure in its company registry.

Fastly has transitioned from being a niche Content Delivery Network (CDN) into an essential infrastructure layer for the "Agentic AI" economy, enabling AI models to run inference closer to the end-user through its hig...

8/ 10Strong

Cyborg Score thesis

Fastly is executing a profitable transition from legacy CDN to AI-focused edge computing infrastructure, commanding higher...

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Industry Edge Cloud Computing & Content Delivery Infrastructure
3 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 28, 2026
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What's in This Report
Fastly, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Fastly, Inc. Overview

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Fastly has transitioned from being a niche Content Delivery Network (CDN) into an essential infrastructure layer for the "Agentic AI" economy, enabling AI models to run inference closer to the end-user through its high-performance Compute@Edge platform. The company achieved FY 2025 revenue of $624 million (15% YoY growth) with record gross margins of 64% in Q4 2025.

Strategic Profile

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The company has successfully pivoted toward a "Land and Expand" strategy, with a robust security segment (Web Application Firewalls) that now commands higher margins and stickier enterprise contracts. The company ended 2025 with 628 enterprise customers, with an average spend of nearly $900,000 per year.

Competitive Landscape

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Unlike legacy CDNs like Akamai (NASDAQ: AKAM), which relied on massive, geographically dispersed hardware nodes, Fastly's architecture was built on fewer, more powerful Points of Presence (PoPs) running on a highly optimized software stack. Fastly is cited by analysts as a prime acquisition target for hyperscalers like Google Cloud or Oracle looking to bolster their edge capabilities.

Industry Context

Fastly, Inc. operates in Edge Cloud Computing & Content Delivery Infrastructure.

Key facts

Founded: 2011 · Headquarters: San Francisco, US · Revenue: $624M (FY 2025) · Market cap: $1.4B

What the analysts stress-tested

The top findings that survived the multi-agent debate for Fastly, Inc..

  • Fastly's focus is on upselling its Compute@Edge services, transforming it from a simple "pass-through" pipe for data into a powerful distributed computer
  • Fastly projects 2026 revenue between $700M-$720M, easily shattering the FactSet consensus estimate of $667.8M
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Recent developments

Material events tracked by the AskCyborg corpus.

  • March 2026RBC Capital raised price target to $20 from $12 on improving execution confidence
  • February 2026Stock surged 42% following strong Q4 2025 earnings with record margins and first profitable year
  • +1 moreTrack every material event for Fastly, Inc. as it happens. Explore monitoring →
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Content Delivery NetworkLegacy CDN with massive distributed hardware infrastructure→Edge Cloud PlatformCompetitive edge cloud and DDoS protection platform→Cloud InfrastructureHyperscaler edge computing and infrastructure services→

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Industry context

Fastly, Inc. operates in Edge Cloud Computing & Content Delivery Infrastructure. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Fastly, Inc. do?+
Fastly has transitioned from being a niche Content Delivery Network (CDN) into an essential infrastructure layer for the "Agentic AI" economy, enabling AI models to run inference closer to the end-user through its hig...
What is Fastly, Inc.'s Cyborg Score?+
Fastly, Inc. has a Cyborg Score of 8/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Fastly, Inc.'s main competitors?+
Named competitors include Content Delivery Network, Edge Cloud Platform, Cloud Infrastructure. The full competitive landscape is in the AskCyborg report.
How can I get the full Fastly, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Fastly, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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