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Upturn AI SWOT - About
FSLY 
Fastly Inc (FSLY)
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Upturn Advisory Summary
08/28/2025: 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 $7.67
1 Year Target Price $7.67
| 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 30 | 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 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.14B USD | Price to earnings Ratio - | 1Y Target Price 7.67 |
Price to earnings Ratio - | 1Y Target Price 7.67 | ||
Volume (30-day avg) 10 | Beta 1.19 | 52 Weeks Range 4.65 - 12.08 | Updated Date 08/28/2025 |
52 Weeks Range 4.65 - 12.08 | Updated Date 08/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-06 | When - | Estimate -0.05 | Actual -0.03 |
Profitability
Profit Margin -25.85% | Operating Margin (TTM) -24.56% |
Management Effectiveness
Return on Assets (TTM) -5.89% | Return on Equity (TTM) -15.34% |
Valuation
Trailing PE - | Forward PE 178.57 | Enterprise Value 1193083000 | Price to Sales(TTM) 1.99 |
Enterprise Value 1193083000 | Price to Sales(TTM) 1.99 | ||
Enterprise Value to Revenue 2.09 | Enterprise Value to EBITDA -18.37 | Shares Outstanding 147400000 | Shares Floating 136361214 |
Shares Outstanding 147400000 | Shares Floating 136361214 | ||
Percent Insiders 6.79 | Percent Institutions 68.74 |
Upturn AI SWOT
Fastly Inc
Company Overview
History and Background
Fastly Inc. was founded in 2011 with the goal of improving website performance. It evolved from a content delivery network (CDN) to an edge cloud platform, focusing on security and programmability. A significant milestone was its IPO in 2019.
Core Business Areas
- Edge Cloud Platform: Provides content delivery, security, and compute services at the edge of the network.
- Security: Offers web application firewall (WAF), bot protection, and DDoS mitigation services.
- Compute@Edge: A serverless compute environment for deploying and executing code at the edge.
Leadership and Structure
Fastly is led by a CEO and has a typical corporate structure with departments for engineering, sales, marketing, and finance. Key executives include the CEO, CFO, and CTO.
Top Products and Market Share
Key Offerings
- CDN: Content Delivery Network. Fastly's CDN accelerates website and application performance by caching content closer to users. Akamai (AKAM), Cloudflare (NET), and Amazon CloudFront (AMZN) are key competitors. Market share is estimated around 5-10% in the overall CDN market. Revenue figures not publicly disaggregated.
- Market Share (%): 7.5
- Web Application Firewall (WAF): Fastly's WAF protects web applications from attacks such as SQL injection and cross-site scripting. Competitors include Akamai, Cloudflare, and Imperva. Market share data is difficult to isolate, but Fastly is a significant player. Revenue figures not publicly disaggregated.
- Compute@Edge: Fastly's serverless compute platform, allowing developers to run code at the edge of the network. Competitors include Cloudflare Workers and AWS Lambda@Edge. Market share is growing but still relatively small compared to competitors. Revenue figures not publicly disaggregated.
Market Dynamics
Industry Overview
The CDN and edge computing market is experiencing rapid growth, driven by increasing demand for faster, more secure online experiences. Key trends include the adoption of serverless computing and the increasing importance of security.
Positioning
Fastly is positioned as a high-performance, developer-focused edge cloud platform. Its competitive advantages include its low-latency network, programmable edge, and strong focus on security.
Total Addressable Market (TAM)
The total addressable market for edge computing is estimated to be $40 billion or more by 2025-2028, and Fastly is positioned to capture a share of this market through its edge cloud platform and developer-centric approach.
Upturn SWOT Analysis
Strengths
- High-performance network
- Programmable edge
- Strong security capabilities
- Developer-friendly platform
- Strong brand reputation in the developer community
Weaknesses
- Smaller scale compared to larger competitors
- Reliance on a limited number of large customers
- Past outages have damaged reputation
- Volatility in revenue growth
Opportunities
- Growing demand for edge computing
- Expansion into new markets and geographies
- Partnerships with other technology companies
- Increased adoption of serverless computing
- New product development in security and compute
Threats
- Competition from larger players like Akamai and Cloudflare
- Price pressure from commoditization of CDN services
- Security vulnerabilities and data breaches
- Economic downturns affecting customer spending
- Rapid technological changes in the industry
Competitors and Market Share
Key Competitors
- AKAM
- NET
- AMZN
Competitive Landscape
Fastly's advantages include its high-performance network and programmable edge, but it faces competition from larger players like Akamai and Cloudflare, which have greater scale and resources. Fastly needs to differentiate itself through innovation and a focus on specific market segments.
Major Acquisitions
Signal Sciences
- Year: 2020
- Acquisition Price (USD millions): 775
- Strategic Rationale: Acquired to enhance Fastly's security capabilities and expand its customer base.
Growth Trajectory and Initiatives
Historical Growth: Fastly has experienced strong revenue growth in the past, driven by the increasing adoption of edge computing and its focus on high-performance CDN and security services.
Future Projections: Analyst estimates suggest continued revenue growth for Fastly, driven by its expansion into new markets and its strong position in the edge computing market. Profitability is expected to improve over time.
Recent Initiatives: Recent strategic initiatives include expanding its Compute@Edge platform, investing in security capabilities, and forging partnerships with other technology companies.
Summary
Fastly is a growing company in the edge computing space with a strong technology platform, but also carries risk. The company's revenue growth is promising, but struggles to achieve profitability are a concern. Competition is strong, and Fastly needs to execute its strategy effectively to maintain its competitive position. Past outages have negatively impacted its brand, and focus on stability and reliability is crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Research Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share figures are estimates and may vary depending on the source. Financial data is based on publicly available information and may be subject to change.
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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