Fastly

Fastly Appoints Joan Jenkins as Chief Marketing Officer

Fastly appointed Joan Jenkins as Chief Marketing Officer on March 31, 2026 to lead global marketing efforts. Jenkins focuses on accelerating growth in security, edge computing, and scaling AI workloads at Fastly. The appointment supports Fastly's transition from technologist-centric positioning to a global security and AI edge platform.

Fastly Launches Point of Presence in Mexico City

Fastly launched its Point of Presence (PoP) in Mexico City to expand its global edge network footprint. The new PoP joins Fastly's network with 578 Tbps of connected global capacity as of March 2026. Fastly's network map was last updated March 31, 2026 and lists Mexico City among upcoming locations for additional PoPs.

Fastly CEO Charles Lacey Compton III Sells 11,275 Shares on May 19, 2026

Fastly CEO Charles Lacey Compton III Sells 34,334 Shares on May 18, 2026

Fastly CEO Charles Lacey Compton III sold 34,334 shares of Class A common stock in open-market transactions on May 18, 2026. The sales occurred under a pre-arranged Rule 10b5-1 trading plan with shares sold at weighted average prices around $16.48. Following the transaction, Compton directly owned 1,088,286 shares valued at approximately $17.93 million. Fastly reported Q1 2026 revenue of $173 million with 20% year-over-year growth and raised full-year 2026 revenue guidance to $710-725 million.

Fastly Named Leader in Forrester Wave Edge Development Platforms Q1 2026

Fastly Partners with Verizon on AI-Generated Traffic Insights in DBIR

Fastly Q1 2026 Earnings Show Security Revenue Up 47 Percent

Fastly Joins Agentic AI Foundation to Guide Edge AI Interoperability

Analysts Discuss Fastly Security Growth and AI Pricing at Q1 2026 Earnings Call

Analysts including James Fish from Piper Sandler and Paramveer Singh from Oppenheimer questioned Fastly on security value proposition and agentic AI pricing during the May 2026 earnings call. Fastly reported security revenue up 47% year-over-year to 22% of total revenue, driven by DDoS Protection, Bot Management, and API Discovery. Kip Compton, CEO at Fastly, stated no material changes in pricing environment and that AI remains a tailwind. The company raised full-year 2026 revenue guidance to a $717.5 million midpoint.

Fastly Launches ContentGuard and Fastly Agent Toolkit in Q1 2026

Carlson Investments Acquires 213,025 Fastly Shares for $3.5 Million in Q1 2026

Carlson Investments initiated a new position in Fastly, Inc. by acquiring 213,025 shares during Q1 2026, with an estimated transaction value of $3.5 million based on the quarterly average price. The position reached a value of $6.19 million by quarter end on March 31, 2026. The filing dated May 13, 2026, shows this stake represents 1.06% of Carlson Investments' 13F reportable assets under management. Fastly shares traded at $19.03 as of May 12, 2026.

Fastly Appoints Bruce Bennie as Area Vice President for Australia and New Zealand

Fastly Introduces New Compute Pricing Model Based on Requests and vCPU

Morgan Stanley Reduces Fastly Holdings Substantially on March 31 2026

Morgan Stanley executed a substantial reduction in its holdings of Fastly Inc (FSLY) on March 31 2026. The move occurred amid Fastly's Q1 2026 results showing revenue of $173 million. Fastly raised 2026 revenue guidance to $710 million to $725 million after the quarter. Morgan Stanley's action followed the company's earnings beat and guidance increase. Fastly shares traded around $19.03 as of May 12 2026.

Fastly and LALIGA Launch Joint AI-Driven Anti-Piracy Innovation Project

Fastly Stock Falls 22.8 Percent After Raising 2026 Revenue Guidance on Higher-Margin Products

Fastly reported first-quarter 2026 revenue of $173.02 million up from $144.47 million a year earlier. Security revenue grew 47 percent year over year while network services grew 11 percent. Management raised full-year 2026 revenue guidance to $710 million to $725 million and increased EPS guidance by 15 percent. The quarter showed record contributions from higher-margin security and compute products. Fastly stock fell 22.8 percent following the earnings release.

Carlson Investments Acquires $3.5 Million Stake in Fastly

Carlson Investments acquired 213,025 shares of Fastly in the first quarter of 2026 for an estimated $3.5 million. The position was valued at $6.19 million at quarter end. The filing was dated May 13, 2026. The stake accounts for 1.06% of the fund's assets under management.

Fastly Stock Plunges 42% After Q1 Earnings

Fastly shares fell 42% following Q1 2026 earnings released in early May 2026. The company reported revenue of $173 million up 20% year-over-year and raised 2026 guidance. Pricing erosion in Network Services remained in the mid-single-digit range. Shares have declined 21.7% over the past month compared to gains in Zscaler, Akamai and Cloudflare.

Fastly Raises 2026 Revenue Outlook to $710M-$725M

Fastly raised its full-year 2026 revenue outlook to $710 million to $725 million on May 6, 2026. The company also projected EPS of $0.27 to $0.33. Q1 2026 revenue reached $173 million up 20% year-over-year with security revenue up 47%. CEO Kip Compton stated the company delivered a great start to the year.

Raymond James Upgrades Fastly to Outperform with $23 Price Target

Fastly Expands India Footprint with New Pune Office

Fastly Appoints Joan Jenkins as Chief Marketing Officer

Fastly appointed Joan Jenkins as Chief Marketing Officer on March 31, 2026. Jenkins brings more than two decades of leadership experience at B2B technology companies to accelerate growth in security and edge computing while scaling AI workloads. Fastly also raised its full-year 2026 revenue outlook to $710 million to $725 million citing confidence in security and compute product lines. Fastly reported Q1 2026 revenue of $173 million up 20% year-over-year with security revenue up 47%.

Fastly's Q3 earnings beat expectations with 20% revenue growth, but stock dips on competitive pressures from Akamai. #Ea