capital · May 18, 2026
Analysts Discuss Fastly Security Growth and AI Pricing at Q1 2026 Earnings Call
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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.
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