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Fastly Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary8 Dec, 2025
Financial performance and guidance
Achieved $158 million in Q3 revenue, marking 15% year-over-year growth and the third consecutive quarter of accelerating growth.
Reported record profitability and free cash flow, with guidance for full-year free cash flow positivity.
Security segment grew 30% year-over-year, driven by strong cross-sell momentum and product expansion.
Q4 guidance depends on continued cross-sell success and sustained strong traffic and pricing environments.
2025 free cash flow is guided at $25-35 million, with expectations for ongoing operating leverage.
Product and go-to-market strategy
Expanded security product suite from one to five offerings over the past two years, including WAF, DDoS, bot mitigation, API Discovery, and Client-Side Protection.
Product innovation and a security-focused sales team have enabled entry into more RFPs and improved cross-sell rates.
Security revenue growth is broad-based, not reliant on single large customers.
Future focus is on feature enhancements for existing products rather than launching new categories in 2025.
The company remains focused on web application and API protection, not endpoint or Zero Trust markets.
Operational and organizational changes
Leadership has implemented faster decision-making, clearer accountability, and simplified key metrics.
Employees are educated on financial metrics and empowered to drive initiatives linked to company goals.
Budgeting and headcount decisions are now more flexible and performance-based, improving ownership and collaboration.
Operational and fiscal discipline, including incremental margin models, are emphasized to drive profitability.
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Frequently asked questions
Content Delivery Networks
Fastly is an American technology company with global operations that provides various cloud computing services. The company provides a platform that is focused on content delivery networks (CDN), edge computing, and related technologies. Its platform is designed to help businesses manage digital content and distribute it quickly and efficiently via the Internet to end users. Fastly’s platform is used in a variety of industries, including media, entertainment, e-commerce, financial services, and tech companies in general. The company is headquartered in San Francisco, California, and its shares are listed on the NYSE.
More Efficient Solutions
Fastly was founded in 2011 by Artur Bergman. Bergman, who previously worked as CTO at Wikia, was motivated by the limitations he observed in existing CDN technologies, particularly around speed and flexibility. He envisioned a more efficient, programmable, and user-centric approach to content delivery. The company started with a focus on developing a more advanced CDN, designed to allow developers greater control over content caching and distribution. In 2013, just two years after its inception, the company had already made a notable impact, attracting large customers at places like (what was then) Twitter and Etsy.
The CDN
Fastly is a cloud computing service provider, primarily known for its advanced content delivery network. Its CDN technology accelerates the loading time of web pages and optimizes the user experience by caching content closer to users. Fastly stands out for its highly programmable and flexible network, which allows developers more control over how content is delivered and managed. Additionally, the company offers edge computing services, enabling data processing near the source of data generation, thus reducing latency. Fastly also focuses on internet security, providing solutions to protect websites and applications from cyber threats. The CDN sector is highly competitive, and other companies offering similar services include names such as Akamai and Cloudflare.
How it Works
Fastly operates by strategically placing servers around the world to form a global network, which serves as the backbone of its content delivery network (CDN). When a user requests a webpage or content that is part of Fastly's network, the request is routed to the nearest server, reducing the distance the data travels and speeding up the delivery time. This network also caches content, storing copies of web pages, images, and other media, so they can be quickly retrieved and delivered to users.
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