Fastly Expands Security Offerings: Will It Be a Growth Driver?
ByAinvest
Friday, Jul 4, 2025 1:23 pm ET1min read
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Fastly (FSLY) is expanding its security offerings, which generated $26.4 million in Q1 2025, up 7% YoY and 18% of total revenues. The company's security portfolio is designed for performance-sensitive environments and includes solutions like Client-Side Protection, API shielding, DDoS detection, and bot mitigation. Fastly faces competition from Fortinet (FTNT) and Cloudflare (NET), both scaling their solutions to support secure digital infrastructure. FSLY's shares have declined 25.5% YTD, while the Zacks Internet Software industry has appreciated 14.4%.
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