Fastly's KeyBanc Capital Markets Technology Leadership Forum Presentation

Fastly, Inc. (NYSE:FSLY) is a cloud edge content delivery network with a full platform approach, comparable to Cloudflare. The company has a software-driven platform that is fully programmable and modern in its architecture. Vernon P. Essi, Head of IR, will present at the KeyBanc Capital Markets Technology Leadership Forum.

Fastly Inc. (NYSE: FSLY), a leading cloud edge content delivery network (CDN), reported impressive results for the second quarter of 2025. The company's cloud computing platform demonstrated double-digit top-line growth, with revenue reaching $148.7 million, surpassing expectations by $3.9 million. This growth is a testament to Fastly's ability to scale its business and attract more enterprise customers [1].

Fastly's performance is notable for its progress in net retention rate, which increased sequentially by 4 percentage points to 104%. This improvement, although still down 6 percentage points year-over-year, suggests a promising trend in customer retention. Additionally, the company's free cash flow margin improved significantly, from -5% in the previous quarter to 7% in Q2'25. This marks an important inflection point for Fastly, which had previously been loss-making but is now showing clear signs of profitability [1].

The company also announced changes in its senior management team, with the promotion of its Chief Revenue Officer to President. This move follows Fastly's strong financial performance and guidance raise, further indicating the company's commitment to growth and profitability [1].

Fastly's success is not limited to its financial performance. The company continues to innovate in the CDN space, integrating new technologies such as C2PA (Common Content Protection) to enhance image authenticity and combat misinformation. Additionally, Fastly's support for post-quantum cryptography algorithms like ML-KEM underscores its commitment to future-proofing its security infrastructure [2].

As Fastly prepares to present at the KeyBanc Capital Markets Technology Leadership Forum, investors and financial professionals can expect to hear more about the company's strategic initiatives and future growth prospects. With a strong focus on innovation, customer retention, and profitability, Fastly is well-positioned to continue its upward trajectory in the competitive CDN market.

References:
[1] https://www.fastly.com/blog/category/cdn
[2] https://seekingalpha.com/article/4812499-fastly-improving-investment-setup