10x Insights
Loading account…
Companies / Technology / Fastly, Inc.
FSLY

Fastly, Inc.

TechnologyPrepackaged Software
Ticker FSLYSAN FRANCISCO, CAFiscal year ends DecemberBook value per share $6.37Diluted shares 155.6M

Fastly, Inc. (NYSE: FSY) operates as a leading edge cloud infrastructure platform designed to deliver resilient, high-performance software and services at global scale. The company's website is www.fastly.com. From the company’s description.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$624.02M
+14.8% year over year
Last 12 mo $687.17M
-19.07%
+11.8 percentage points
Last 12 mo -11.96%
$-121.68M
+23.0% year over year
Last 12 mo $-81.10M
-13.05%
+1.9 percentage points
Last 12 mo -8.19%
Cash & financing
$94.44M
+475.7% year over year
Last 12 mo $119.56M
$48.09M
+331.1% year over year
Last 12 mo $34.44M
0.39
Was 0.35× a year earlier
Last 12 mo 0.33
146.9M
+6.4% year over year
Last 12 mo 155.6M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Fastly, Inc. does

In the company’s own words

Fastly, Inc. (NYSE: FSY) operates as a leading edge cloud infrastructure platform designed to deliver resilient, high-performance software and services at global scale. The company's website is www.fastly.com.

Fastly's platform represents a convergence of content delivery network functionality with capabilities traditionally provided by hardware-centric appliances including application delivery controllers, web application firewalls, API management, bot detection, and distributed denial of service protection. The company serves organizations across diverse industries including ecommerce, streaming media, gaming, digital publishing, high technology, and financial services, with particular focus on Fortune 500 companies requiring 24/7 operations.

The core platform is built on modern network architecture principles emphasizing performance, resilience, and programmability. Fastly operates a global network of strategically located points of presence designed to minimize footprint and colocation costs while delivering content closer to end users. The platform is software-controlled, allowing real-time traffic optimization through fast switches and server-layer routing intelligence.

Fastly's product portfolio spans multiple categories. Network Services include content delivery, video and streaming solutions, object storage, load balancing, and image optimization. Security offerings encompass next-generation web application firewalls, bot management, API protection, account takeover prevention, and DDoS protection powered by the company's proprietary Adaptive Threat Engine. The Compute product enables developers to build edge-native applications using WebAssembly technology with support for multiple programming languages. Observability tools provide real-time logging, metrics, alerts, and dashboards for performance monitoring.

The company has positioned itself to capitalize on emerging artificial intelligence workloads, offering semantic caching, edge data stores, and capabilities for managing agentic AI traffic. Fastly provides professional services including network optimization consulting and rapid security response capabilities with industry-leading service level agreements.

The platform is designed to be fully programmable and developer-friendly, integrating with modern development stacks and continuous integration/continuous deployment pipelines. Fastly emphasizes DevOps integration through rich APIs and support for infrastructure-as-code platforms like Terraform.

Company details
Sector
Technology
Industry
Prepackaged Software
Headquarters
SAN FRANCISCO, CA
Fiscal year end
December
CIK
1517413
SIC
7372

Financial performance, year by year

Fiscal 2019–2025 · USD
$-313.68M$-40.72M$232.24M$505.20M$778.16M2019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Fastly, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

268
funds hold it
0 of 35
superinvestors hold it
$1.37B
held by funds, at market
44.3%
of shares held by funds
2
bond issues held by funds

Largest fund holders · Fastly, Inc.’s weight in each

0.16%of fund net assets
Amplify Cybersecurity ETF
Amplify ETF Trust
3.27%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.09%of fund net assets
First Trust Nasdaq Cybersecurity ETF
CIBR · First Trust Exchange-Traded Fund II
0.49%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fastly, Inc.’s bonds, as funds hold them

Funds report holding 2 issues of Fastly, Inc.’s debt, $15.65M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 0.09%, maturing 2028 to 2030.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Fastly, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Fastly, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Fastly, Inc.'s last four quarterly filings that the numbers alone won't show?”
See how it works →All research tools with a subscription. Use your own AI account.