Fastly, Inc. (FSLY) Presents at 46th Annual William Blair Growth Stock Conference Transcript
FSLY and NET emerge as key beneficiaries of the AI-driven Internet infrastructure boom, but their growth strategies, scale advantages and valuation profiles present very different opportunities.

Fastly: Transformation Underway As Margins Rise

05:00am, Thursday, 28'th May 2026
Fastly is delivering robust growth and margin expansion, driven by AI-native products like Fastly Compute and strong security offerings. FSLY's consumption-based pricing model shields it from SaaS sec
Fastly's cross-sell push is lifting security revenues and retention, turning customers into multi-product users, hinting at more wallet share.
Fastly's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.
FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend.
Fastly's Q1 revenues increase 20% to a record $173M as edge cloud, security and compute demand surge, while 2026 guidance points to mid-teens growth.
Fastly (FSLY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Fastly Q1 Earnings Call Highlights

08:10am, Sunday, 10'th May 2026
Fastly NYSE: FSLY reported a stronger-than-expected start to 2026, with first-quarter revenue rising 20% year over year to $173 million, near the high end of its guidance range, as growth in security
Fastly (FSLY) is rated a buy, with a fair value estimate of $30 versus a current price of $20.50, driven by accelerating growth and robust fundamentals. FSLY posted Q1 2026 revenue of $173M (+20% YoY)
Fastly Q1 2026 swings to 13 cents non-GAAP EPS on 19.8% revenue growth as security and compute surged; lifts 2026 outlook.
Shares of Fastly (NYSE:FSLY) just earned a strong endorsement from Raymond James, which upgraded the edge cloud platform to Outperform from Market Perform with a $23 price target.
Pre-Market Stock Futures: Futures are trading higher as we get set to end what has been one of the wildest weeks on Wall Street in some time. After blowing through all-time highs for the umpteenth tim
Record quarterly results, surging security revenue, and a divided Wall Street set the stage for this volatile name, today, May 7, 2026.
FSLY security revenues jump 47% to a record $38.8M, now 22% of sales, as newer tools beyond Next-Gen WAF gain traction.
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