Welcome to our dedicated page for Fastly news (Ticker: FSLY), a resource for investors and traders seeking the latest updates and insights on Fastly stock.
Fastly, Inc. reports company news tied to its global edge cloud platform, which combines edge compute, delivery, security, and observability offerings for websites, applications, APIs, and digital media. Recurring updates cover financial results, customer concentration, network services revenue, security revenue, compute and observability activity, and product positioning around performance, latency, and developer experience.
Fastly news also includes partnerships and technology initiatives, such as anti-piracy collaboration for live sports streaming, as well as leadership appointments, equity inducement awards, and market-recognition announcements related to edge development platforms and internet application security.
Fastly (NYSE: FSLY) announced a proposed private offering of $125.0 million aggregate principal amount of convertible senior notes due 2030, with an initial purchaser option for an additional $25.0 million. The notes will be senior, unsecured, accrue semi-annual interest, and may be settled in cash, Class A common stock, or a combination at Fastly’s election. Fastly expects to use proceeds to fund capped call transactions, repurchase a portion of its 0% convertible notes due 2026 concurrently, and for general corporate purposes.
The final interest rate, conversion rate and other terms will be set at pricing; conversions, redemptions and capped call economics may affect dilution and market trading.
Fastly (FSLY) will voluntarily transfer its listing from the New York Stock Exchange to the Nasdaq Global Select Market, with trading expected to begin on or about December 9, 2025. Fastly confirmed it will continue to trade under the FSLY ticker.
The company described the move as part of its broader transformation to scale operations and pursue long-term value for customers and shareholders. The release includes standard forward-looking statements and refers investors to Fastly’s SEC filings, including its 2024 Form 10-K and the Q3 2025 Form 10-Q, for risk factors and more information.
Fastly (NYSE: FSLY) launched the Fastly Certified Services Partner Program on November 13, 2025, a self-guided certification track for technical security professionals at partner organizations.
The program aims to upskill partners to implement and manage Fastly security solutions, offering certification credentials, early roadmap insights, access to technical labs and webinars, and unlimited future educational content. Certified partners can provide implementation services as an alternative to Fastly professional services.
Fastly (NYSE: FSLY) reported record third quarter 2025 results with $158.2 million revenue, a 15% year-over-year increase, and record operating cash flow of $28.9 million plus free cash flow of $18.1 million. Security revenue grew 30% YoY to $34.0 million while network services reached $118.8 million. GAAP gross margin improved to 58.4% and non-GAAP operating income was $11.6 million. RPO rose to $268 million. Q4 2025 revenue guidance is $159.0–$163.0 million and full-year 2025 guidance is $610.0–$614.0 million.
Fastly (NYSE: FSLY) announced its management will participate in several investor conferences in New York City and Scottsdale in November–December 2025. Key events include a fireside chat at the RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference on Nov 19, 2025 at 10:40 a.m. EST, 1:1 meetings at Needham Tech Week on Nov 20, 2025, a fireside chat at the UBS Global Technology and AI Conference on Dec 3, 2025 at 12:55 p.m. EST, and a fireside chat at the Raymond James 2025 TMT & Consumer Conference on Dec 8, 2025 at 8:40 a.m. EST. Presenters include CEO Kip Compton, CFO Rich Wong, and VP Investor Relations Vernon Essi Jr. Webcasts of fireside presentations will be available on Fastly's Investor Relations website.
Fastly (NYSE: FSLY) announced that on October 30, 2025 its Compensation Committee approved a time‑based inducement restricted stock unit award covering 331,695 shares of Class A common stock to a newly hired employee under the company’s 2025 Employment Inducement Incentive Plan. The RSUs vest over four years: 25% on September 15, 2026 and 6.25% on each quarterly anniversary thereafter, with full vesting on September 15, 2029, subject to continued service. The grant was made as an inducement material to the employee entering employment in accordance with NYSE Listing Rule 303A.08.
Resistant AI (FSLY) raised $25 million Series B led by DTCP Growth to expand document fraud detection, transaction monitoring, and threat intelligence in Europe. The company reported it was breakeven in September and will use proceeds to scale partnerships and geographic reach. Since Series A, ARR grew 10x and customer count grew 4x; the service has verified 150 million documents and increased transactions analyzed 100x. Existing investors including Experian, GV, and Notion Capital participated. Resistant AI serves banks, fintechs, and enterprises and employs >100 across Prague, London, and New York.
Fastly (NYSE: FSLY) will report third quarter 2025 financial results after market close on Wednesday, November 5, 2025. The company will hold an investor conference call the same day at 1:30 p.m. PT / 4:30 p.m. ET to discuss results. A live webcast will be available at https://investors.fastly.com under the “Quarterly Results” section.
Dial-in details: 888-330-2022 (US/CA) or 646-960-0690 (Intl.), Conference ID 7543239. Telephone replay available from ~5:00 p.m. PT on November 5 through November 18, 2025 via 800-770-2030 or 609-800-9909 (passcode 7543239).
Fastly (NYSE:FSLY) has been named a 2025 Gartner® Peer Insights™ Customers' Choice for Cloud Web Application and API Protection (WAAP), marking its seventh consecutive year receiving this recognition. The company achieved an exceptional 4.8 out of 5 stars rating based on 130 reviews from enterprise IT professionals as of July 31, 2025.
The recognition highlights Fastly's Next-Gen WAF capabilities, including DDoS mitigation, AI Bot Management, API security, and account takeover prevention. Customer reviews particularly praised Fastly's technology solutions, support team expertise, and ability to address complex security challenges effectively.
Fastly (NYSE:FSLY) announced the approval of an inducement restricted stock unit (RSU) award for its new Chief Financial Officer, Richard Wong. The award, approved by the Compensation Committee on September 3, 2025, consists of 1,130,323 shares of Fastly Class A common stock.
The RSUs will vest over a four-year period, with 25% vesting on August 15, 2026, followed by quarterly vestings of 6.25% until full vesting on August 15, 2029, contingent on Wong's continued employment. The award was granted under Fastly's 2025 Employment Inducement Incentive Plan in accordance with NYSE Listing Rule 303A.08.