Fastly runs a global network of servers that speed up and protect websites, apps, and video streams by caching content close to users. Think of it as a high-performance toll road for internet traffic.
Fastly earns recurring fees from customers who pay to route their web traffic through its edge network. While gross margins are strong at 61.47%, the company is not yet profitable, posting a net loss of USD 0.12B in 2025.
Fastly's edge platform is deeply integrated into customers' infrastructure, making it costly to switch to rivals like Cloudflare or Akamai. However, its moat is eroding as Cloudflare's aggressive pricing and feature expansion, plus Akamai's scale, pressure Fas
Key events, in time order
Record Q2 revenue of $183M (+23% YoY), security revenue +43%, record 65.8% gross margin, FY26 guidance raised to $732M-$746M.
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Fastly is highlighted as a liquid stock with a strong daily closing range, indicating positive momentum. The post focuses on technical indicators for potential trading opportunities.
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