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Upturn AI SWOT - About
FSLY 
Fastly Inc (FSLY)
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Upturn Advisory Summary
07/03/2025: FSLY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
10 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $6.79
1 Year Target Price $6.79
| 0 | Strong Buy |
| 0 | Buy |
| 9 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -43.56% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.02B USD | Price to earnings Ratio - | 1Y Target Price 6.79 |
Price to earnings Ratio - | 1Y Target Price 6.79 | ||
Volume (30-day avg) 10 | Beta 1.24 | 52 Weeks Range 4.65 - 12.08 | Updated Date 07/4/2025 |
52 Weeks Range 4.65 - 12.08 | Updated Date 07/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.09 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -27.73% | Operating Margin (TTM) -26.43% |
Management Effectiveness
Return on Assets (TTM) -6.17% | Return on Equity (TTM) -15.78% |
Valuation
Trailing PE - | Forward PE 178.57 | Enterprise Value 1112617000 | Price to Sales(TTM) 1.84 |
Enterprise Value 1112617000 | Price to Sales(TTM) 1.84 | ||
Enterprise Value to Revenue 2.01 | Enterprise Value to EBITDA -18.37 | Shares Outstanding 144800000 | Shares Floating 133478088 |
Shares Outstanding 144800000 | Shares Floating 133478088 | ||
Percent Insiders 6.78 | Percent Institutions 70.07 |
Upturn AI SWOT
Fastly Inc
Company Overview
History and Background
Fastly, Inc. was founded in 2011. It emerged as a content delivery network (CDN) provider focused on low latency and real-time content delivery. Significant milestones include its IPO in 2019 and expansion into edge computing services.
Core Business Areas
- Content Delivery Network (CDN): Fastly's CDN accelerates content delivery for websites and applications by caching content closer to users. This reduces latency and improves performance.
- Edge Computing: Fastly provides a platform for developers to deploy and run code at the edge of the network, enabling real-time processing and personalized experiences.
- Security: Fastly offers security services, including DDoS protection, web application firewall (WAF), and bot mitigation, to protect websites and applications from attacks.
Leadership and Structure
Fastly's leadership team typically consists of a CEO, CFO, CTO, and other key executives. The organizational structure is generally functional, with departments focused on engineering, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Compute@Edge: A serverless computing platform that allows developers to run code at the edge of Fastly's network. Market share data varies, but Fastly is a significant player in the edge computing space. Competitors: Amazon Web Services (AWS) Lambda@Edge, Cloudflare Workers, Akamai EdgeWorkers.
- Web Application Firewall (WAF): A cloud-based WAF that protects websites and applications from malicious attacks. Market share data is competitive; Fastly has a notable position. Competitors: Cloudflare WAF, Akamai Kona Site Defender, Imperva Cloud WAF.
- Content Delivery Network (CDN): Fastly's core CDN service delivers content quickly and reliably. Fastly has a competitive CDN market share. Competitors: Akamai, Cloudflare, Amazon CloudFront.
Market Dynamics
Industry Overview
The CDN and edge computing markets are experiencing rapid growth due to increasing demand for faster website performance, personalized experiences, and enhanced security. The market is competitive, with established players and emerging startups.
Positioning
Fastly positions itself as a high-performance, developer-focused CDN and edge computing provider. Its competitive advantages include its low-latency network, programmable edge platform, and strong security capabilities.
Total Addressable Market (TAM)
The TAM for CDN and edge computing is estimated to be in the tens of billions of dollars and expected to grow substantially. Fastly is positioned to capture a portion of this growing market by offering innovative solutions and expanding its customer base.
Upturn SWOT Analysis
Strengths
- High-performance network
- Developer-friendly platform
- Strong security offerings
- Innovative technology
- Experienced management team
Weaknesses
- Smaller market share compared to larger competitors
- Reliance on a limited number of key customers
- History of losses and negative cash flow
- High capital expenditure requirements
- Competition in pricing
Opportunities
- Growing demand for edge computing
- Increasing adoption of cloud-based security solutions
- Expansion into new markets and verticals
- Strategic partnerships and acquisitions
- Development of new products and services
Threats
- Intense competition from larger players
- Price pressure and commoditization of CDN services
- Evolving security threats
- Economic downturn and reduced IT spending
- Technological disruptions
Competitors and Market Share
Key Competitors
- AKAM
- CLOU
- AMZN
Competitive Landscape
Fastly's advantages compared to competitors include its high-performance network and developer-friendly platform. Disadvantages include its smaller market share and reliance on a limited number of key customers.
Major Acquisitions
Signal Sciences
- Year: 2020
- Acquisition Price (USD millions): 775
- Strategic Rationale: To enhance its security offerings with Signal Sciences' web application firewall technology.
Growth Trajectory and Initiatives
Historical Growth: Fastly has experienced significant revenue growth in recent years, driven by increased demand for its CDN and edge computing services. However, growth has been uneven, and past customer losses impacted previous growth estimates.
Future Projections: Analyst estimates for Fastly's future growth vary but generally project continued revenue growth, although profitability remains a challenge. However, I am unable to provide specific real-time financial data.
Recent Initiatives: Recent strategic initiatives undertaken by Fastly Inc. include expanding its edge computing platform, enhancing its security offerings, and targeting new customer segments.
Summary
Fastly is a growing company in the competitive CDN and edge computing markets, leveraging its strong technology and developer-focused approach. While experiencing revenue growth, the company faces challenges including competition from larger players, and achieving profitability. Fastly's success depends on continued innovation, strategic acquisitions, and expansion into new markets and addressing its current loss-making financials.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
- Third-party Market Research
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change rapidly, and the accuracy of the data cannot be guaranteed. Investment decisions should be based on thorough research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fastly Inc
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2019-04-19 | CEO - | ||
Sector Technology | Industry Software - Application | Full time employees 1100 | Website https://www.fastly.com |
Full time employees 1100 | Website https://www.fastly.com | ||
Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. The company offers network services to speed up and optimize the delivery of web and application traffic; content delivery network, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, programmatic control, content compression, reliability features, fanout, domainr, privacy, and modern protocols and performance services; and video/ streaming solutions and services, including live streaming, live event monitoring, video on demand, and media shield. It also provides security solutions, such as DDoS protection, next-gen WAF, bot management, API and ATO protection, advanced rate limiting, privacy, and compliance services; load balancing; image optimization; transport layer security (TLS), platform TLS, and certainly; compute: observability; and origin connect. In addition, the company offers professional services comprising managed and response security services; managed CDN; and support plans services. It serves customers operating in digital publishing, media, technology, online education, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
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