Fastly, Inc. (FSLY) Presents at UBS Global Technology and AI Conference 2025 Transcript
Fastly, Inc. ( FSLY ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 19, 2025 10:40 AM EST Company Participants Kip Compton - CEO & Director Richard Wong - Chief Financial Officer Conference Call Participants Rishi Jaluria - RBC Capital Markets, Research Division Presentation Rishi Jaluria RBC Capital Markets, Research Division Welcome back everyone. For those who don't know me, Rishi Jaluria.
Fastly (FSLY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
| Software Industry | Information Technology Sector | Charles Compton CEO | XBER Exchange | US31188V1008 ISIN |
| US Country | 1,100 Employees | - Last Dividend | - Last Split | 19 Apr 2019 IPO Date |
Fastly, Inc. operates at the forefront of innovation in the tech industry, providing an edge cloud platform that enhances the way its customers' applications are processed, served, and secured across various regions including the United States, Asia Pacific, Europe, and beyond. Edge cloud computing is a significant advancement in the Infrastructure as a Service (IaaS) sector, empowering developers with the ability to create, safeguard, and distribute digital experiences right at the edge of the internet. This innovative approach ensures that digital content is delivered rapidly and securely, meeting the burgeoning demands for speed and reliability in the digital age. Fastly, anchored in San Francisco, California, has evolved from its original incarnation as SkyCache, Inc., transitioning to its current identity in May 2012 since its incorporation in 2011. The company targets sectors such as digital publishing, media and entertainment, technology, online education, travel and hospitality, and financial services, providing them with cutting-edge solutions tailored to their unique digital challenges.
Fastly offers a suite of network services designed to enhance the speed and optimization of web and application traffic. These services include device detection, geolocation capabilities, and various content delivery network (CDN) solutions like dynamic site acceleration, origin shield, instant purge, and content compression. This robust offering ensures that clients can deliver content efficiently and reliably to their end-users, regardless of location.
The CDN solutions provided by Fastly go beyond basic content delivery. Features such as surrogate keys for targeted content invalidation, programmatic control for automation, reliability enhancements, and fanout for efficient content distribution are part of this package. Additionally, Fastly focuses on modern protocols and performance services to ensure that the delivery mechanisms are not just fast, but also secure and up-to-date with the latest internet standards.
For media-rich applications, Fastly offers specialized video and streaming services including live streaming, video on demand, and media shield. These services are engineered to provide seamless media delivery, catering to the high demands of buffering-free live streaming and high-quality video-on-demand services to engage audiences effectively.
Security is paramount in the digital space, and Fastly addresses this with a comprehensive suite of solutions. DDoS protection, next-generation Web Application Firewall (WAF), bot management, API and Account Takeover (ATO) protection, and advanced rate limiting safeguard applications from a plethora of threats. Compliance services are also available to ensure that operations meet regulatory standards and customer data is protected.
To ensure reliability and high availability, Fastly provides load balancing services. These services distribute incoming traffic across multiple servers or resources, optimizing resource use, minimizing response time, and avoiding overload on any single resource.
In today's visually driven online environment, Fastly's image optimization services ensure that images are delivered in the optimum format, size, and resolution, enhancing user experience without compromising on speed or bandwidth usage.
Fastly offers robust transport layer security services, including platform TLS and certificate management, to ensure secure connections between web applications and users. These services are integral in maintaining the confidentiality and integrity of data in transit.