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Upturn AI SWOT - About
FSLY 
Fastly Inc (FSLY)
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Upturn Advisory Summary
12/01/2025: FSLY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $10.42
1 Year Target Price $10.42
| 0 | Strong Buy |
| 0 | Buy |
| 9 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -39.98% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.74B USD | Price to earnings Ratio - | 1Y Target Price 10.42 |
Price to earnings Ratio - | 1Y Target Price 10.42 | ||
Volume (30-day avg) 10 | Beta 1.01 | 52 Weeks Range 4.65 - 12.54 | Updated Date 11/30/2025 |
52 Weeks Range 4.65 - 12.54 | Updated Date 11/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.96 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-05 | When After Market | Estimate -0.0009 | Actual 0.07 |
Profitability
Profit Margin -23.49% | Operating Margin (TTM) -18.2% |
Management Effectiveness
Return on Assets (TTM) -5.84% | Return on Equity (TTM) -14.59% |
Valuation
Trailing PE - | Forward PE 77.52 | Enterprise Value 1808000000 | Price to Sales(TTM) 2.94 |
Enterprise Value 1808000000 | Price to Sales(TTM) 2.94 | ||
Enterprise Value to Revenue 3.05 | Enterprise Value to EBITDA -18.37 | Shares Outstanding 149400000 | Shares Floating 139104846 |
Shares Outstanding 149400000 | Shares Floating 139104846 | ||
Percent Insiders 7.02 | Percent Institutions 73.2 |
Upturn AI SWOT
Fastly Inc
Company Overview
History and Background
Fastly Inc. was founded in 2011. Initially named SkyCache, it rebranded to Fastly in 2012. It focuses on edge cloud computing services, aiming to provide faster and more secure internet experiences. It went public in 2019.
Core Business Areas
- Content Delivery Network (CDN): Fastly's core offering is its CDN, which caches and delivers content closer to users, reducing latency and improving website performance.
- Security: Fastly offers a suite of security solutions, including web application firewalls (WAF), bot detection, and DDoS protection, to safeguard websites and applications from cyber threats.
- Edge Compute: Fastly's edge compute platform allows developers to run code closer to users, enabling real-time customization, personalization, and new application architectures.
Leadership and Structure
Fastly is led by CEO Todd Nightingale. The company has a board of directors overseeing its operations. Its organizational structure includes departments for engineering, sales, marketing, finance, and customer success.
Top Products and Market Share
Key Offerings
- CDN: Fastly's CDN optimizes content delivery. Competitors include Akamai (AKAM), Cloudflare (NET), and Limelight Networks (EGIO). Market share varies across reports, estimated between 5-10% globally.
- Users: Large media companies and tech platforms
- Users: E-commerce and finance companies
- Web Application Firewall (WAF): Fastly's WAF protects web applications from attacks. Competitors include Akamai (AKAM), Cloudflare (NET), and Imperva (IMPV). No specific numbers are publicly available for market share. Relies on overall Security Segment revenue.
- Compute@Edge: Serverless compute environment for developers. Competitors include AWS Lambda, Google Cloud Functions, and Azure Functions. Market share is emerging and hard to quantify. Focus is on usage and new customer acquisition.
- Users: Developers building microservices
Market Dynamics
Industry Overview
The CDN and edge computing market is growing rapidly, driven by increasing demand for faster and more secure online experiences. Cloud services are increasing market share of CDN.
Positioning
Fastly positions itself as a high-performance, developer-focused CDN and edge computing provider, differentiating itself through its modern architecture and real-time control.
Total Addressable Market (TAM)
The TAM for CDN, edge computing, and related security solutions is estimated to be tens of billions of dollars. Fastly is positioned to capture a significant portion of this TAM by offering a comprehensive and innovative platform.
Upturn SWOT Analysis
Strengths
- High-performance network
- Developer-friendly platform
- Strong security capabilities
- Real-time control
- Innovative technology
Weaknesses
- Smaller market share compared to Akamai (AKAM) and Cloudflare (NET)
- Reliance on a few large customers
- Past outages have impacted reputation
- Profitability concerns
Opportunities
- Growing demand for edge computing
- Expansion into new markets
- Increased adoption of cloud services
- Partnerships with other technology providers
- Growing number of SaaS and subscription services
Threats
- Intense competition
- Price pressure
- Security vulnerabilities
- Economic downturn
- Customer attrition
Competitors and Market Share
Key Competitors
- AKAM
- NET
- EGIO
- CDNW
Competitive Landscape
Fastly competes with larger, more established players like Akamai and Cloudflare. It differentiates itself through its developer-friendly platform and high-performance network, but faces challenges in terms of scale and brand recognition.
Major Acquisitions
Signal Sciences
- Year: 2020
- Acquisition Price (USD millions): 775
- Strategic Rationale: Expanded Fastly's security offerings with a modern web application firewall.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by increasing demand for CDN and edge computing services. However, past incidents impacted growth.
Future Projections: Analyst estimates project continued growth in revenue, driven by increased adoption of edge computing and security solutions. However, profitability remains a key focus.
Recent Initiatives: Recent initiatives include expanding its Compute@Edge platform, investing in security capabilities, and targeting new industries and customers.
Summary
Fastly is a smaller but innovative player in the CDN and edge computing market, competing with larger companies like Akamai and Cloudflare. It boasts a developer-friendly platform and high-performance network, but profitability and customer concentration remain challenges. The company needs to diversify its customer base and execute its growth strategy effectively to achieve long-term success. Growth in security will be important and Compute@Edge offering will be the differentiator.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary.
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 & Director Mr. Charles Compton | ||
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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