Fastly Highlights 43% Security Growth as AI Traffic Fuels Edge Opportunity

Fastly, Inc. reported a 23% year-over-year increase in revenue to $183 million for its most recent quarter. Security revenue grew by 43%, while delivery services revenue rose by 17%. Remaining performance obligations also increased by 38% year-over-year. Fastly's Q2 rally demonstrates investor interest in the company's edge and AI-driven offerings.

AI-driven machine traffic is creating immediate opportunities for Fastly's bot management and DDoS protection products. The company expects edge computing to become more important as agentic workloads expand. Fastly's CFO Rich Wong credited the security momentum to an expanded product portfolio and improved sales execution. Fastly added five security products to its lineup, driving 43% security revenue growth.

Bot management and DDoS offerings posted triple-digit year-over-year growth. Customers are increasingly seeking tools to distinguish between legitimate and malicious machine traffic. Fastly expects edge computing to play a larger role in the future as agentic workloads become more prevalent.