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Fastly (FSLY) investor relations material
Fastly Piper Sandler 4th Annual Growth Frontiers Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 4th Annual Growth Frontiers Conference summary10 Sep, 2025
Executive leadership and strategic direction
New CFO joined with a focus on adding value, building teams, and improving processes across R&D, product, and go-to-market functions.
Emphasis on leveraging strong technology and product offerings to drive company impact.
Leadership is prioritizing execution improvements and cross-functional collaboration.
Market dynamics and competitive landscape
Industry saw stabilization after a competitor's exit, leading to normalized pricing and higher customer commitments.
Pricing environment has become more favorable, with year-over-year declines moderating.
Focus on disciplined contracting and hygiene to secure better terms.
Security and product suite expansion
Surge in DDoS attacks and AI crawler activity prompted productization and cross-sell of security solutions.
Security offerings now include web application firewall, bot mitigation, and DDoS protection, reaching parity with competitors.
About half of customers now use two or more products, with incentives in place to drive further cross-sell.
CFO's plan to improve execution?
Path to 70%+ multi-product adoption?
Scaling Compute@Edge to a sizable business?
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Next Fastly earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Content Delivery Networks
Fastly is an American technology company with global operations that provides various cloud computing services. The company provides a platform that is focused on content delivery networks (CDN), edge computing, and related technologies. Its platform is designed to help businesses manage digital content and distribute it quickly and efficiently via the Internet to end users. Fastly’s platform is used in a variety of industries, including media, entertainment, e-commerce, financial services, and tech companies in general. The company is headquartered in San Francisco, California, and its shares are listed on the NYSE.
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Fastly was founded in 2011 by Artur Bergman. Bergman, who previously worked as CTO at Wikia, was motivated by the limitations he observed in existing CDN technologies, particularly around speed and flexibility. He envisioned a more efficient, programmable, and user-centric approach to content delivery. The company started with a focus on developing a more advanced CDN, designed to allow developers greater control over content caching and distribution. In 2013, just two years after its inception, the company had already made a notable impact, attracting large customers at places like (what was then) Twitter and Etsy.
The CDN
Fastly is a cloud computing service provider, primarily known for its advanced content delivery network. Its CDN technology accelerates the loading time of web pages and optimizes the user experience by caching content closer to users. Fastly stands out for its highly programmable and flexible network, which allows developers more control over how content is delivered and managed. Additionally, the company offers edge computing services, enabling data processing near the source of data generation, thus reducing latency. Fastly also focuses on internet security, providing solutions to protect websites and applications from cyber threats. The CDN sector is highly competitive, and other companies offering similar services include names such as Akamai and Cloudflare.
How it Works
Fastly operates by strategically placing servers around the world to form a global network, which serves as the backbone of its content delivery network (CDN). When a user requests a webpage or content that is part of Fastly's network, the request is routed to the nearest server, reducing the distance the data travels and speeding up the delivery time. This network also caches content, storing copies of web pages, images, and other media, so they can be quickly retrieved and delivered to users.
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