Fastly, Inc. Class A Common Stock Investor Day 2026

Ooh, you make me feel so good. You make me feel good. You make me, you make me feel good. I feel good. I feel good.

I see you and you see me, but you're blowing the line when you're making a scene. Oh, girl, you've got to know what my head of love's the senses will show to my heart when it's watching for lies. You can't escape my eyes. Private eyes. They're watching you. They see your every move. Private eyes. They're watching you. Private eyes. They're watching you, watching you, watching you, watching you. You play with words. You play with love. You can twist it around. Baby, that ain't enough, 'cause girl, I'm gonna know if you're letting me in or letting me go. Don't lie. When you're hurting inside, 'cause you can't escape my eyes. Private eyes. They're watching you. They see your every move. Baby, private eyes. They're watching you. Private eyes. They're watching you, watching you, watching you, watching you. Oh, why you try to put up a front for me? I'm a spy, but on your side you'll see. Slip on into any disguise. I'll still know you look into my private eyes. They're watching you. They see your every move. Oh, babe, private eyes. They're watching you. Private eyes. They're watching you. Private eyes. They're watching you.

Yeah, they see your every move. They see it through the glass. Oh, they're watching you. Private eyes. They're watching you. They're watching you. Yeah, they see your every move. They see it. Private eyes. They're watching you. Yeah, private eyes. They're watching you. Private eyes. They watch you every move, girl. Oh, I see you. Oh, I see you. Private, private, private eyes. They're watching you, watching you. It might seem crazy what I'm about to say, so shy she's here. You can take a break. I'm a hot air balloon that could go to space. With the air like I don't care. Baby, by the way, because I'm happy. Climb along if you feel like a room without a roof. Because I'm happy. Climb along if you feel like happiness is the truth. Because I'm happy. Climb along if you know what happiness is to you. Because I'm happy. Climb along if you feel like that's what you want to do. Here come bad news talking this and that. Well, give me all you got and don't hold it back. Well, I should probably warn you I'll be just fine. No offense to you, don't waste your time.

Here's why. Because I'm happy. Climb along if you feel like a room without a roof. Because I'm happy. Climb along if you feel like happiness is the truth. Because I'm happy. Climb along if you know what happiness is to you. Because I'm happy. Climb along if you feel like that's what you want to do. Bring me down. Can't none bring me down. It loves to hang. Bring me down. Can't none bring me down. I said, bring me down. Can't none bring me down. It loves to hang. Bring me down. Can't none bring me down. I said, because I'm happy. Climb along if you feel like a room without a roof. Because I'm happy. Climb along if you feel like happiness is the truth. Because I'm happy. Climb along if you know what happiness is to you. Because I'm happy. Climb along if you feel like that's what you want to do. Because I'm happy. Climb along if you feel like a room without a roof. Because I'm happy. Climb along if you feel like happiness is the truth. Because I'm happy. Climb along if you know what happiness is to you. Because I'm happy. Climb along if you feel like that's what you want to do.

Bring me down. Can't none bring me down. It loves to hang. Bring me down. Can't none bring me down. I said, because I'm happy. Climb along if you feel like a room without a roof. Because I'm happy. Climb along if you feel like happiness is the truth. Because I'm happy. Climb along if you know what happiness is to you. Climb along if you feel like that's what you want to do. Because I'm happy. Climb along if you feel like a room without a roof. Because I'm happy. Climb along if you feel like happiness is the truth. Because I'm happy. Climb along if you know what happiness is to you. Climb along if you feel like that's what you want to do. Yeah. Yeah. Hey. Waiting with your boss now. The dream will take you very far. Yeah. But when you're with your boss dream, life ain't always what it seems. Oh, yeah. Won't you see your life's so clear? Even the sky's so very dear. Yeah. You shine a star. No matter who you are. Shining bright to see. But you can truly be. But you can truly be. Shining so come into view. Shining spark a light on you.

Yeah. Give your spirit to carry on. Yeah. Yeah. Make your body big and strong. Yeah. All men strong love the sun. Yeah. Yeah. So man quick and just begun. Yeah. All my friends are still alone. Yeah. They said now I got my own. Oh, yeah. Oh, yeah. So if you find yourself in need, why don't you listen to these words of heat?

Okay. All right. Okay, everybody. Want to welcome all of you. I'm Vern Essi, Vice President of Investor Relations here at Fastly. Want to thank all of you for joining us today. Those of you here at NASDAQ Market Site and also those of you joining us on the webcast. Obviously, we appreciate your interest and time, spending on our story. And glad you all made it here today. A couple of quick housekeeping notes. Our Investor Day presentation is on our IR website. It was posted there about 15 minutes ago. You can go there and download it and follow along with us today. Also, we engaged Corbin Advisors to help us with this Investor Day. They're going to be conducting a survey. So you'll get an email after our conference concludes. Please participate in that. We'd appreciate it. We also value your input and, of course, your support. So this Investor Day is a long time in the making. Last time we did this was about three years ago. And I would say we definitely appreciate your commitment and patience as we've evolved over that time. We've seen a lot of changes in our ranks, and change, of course, is never easy.

But I think we've had a lot of positive outcomes as a result. Yes, we've grown in revenue and scale, but I think we've also grown as a company in ways that you can't measure financially. We're much more mature. We've been able to tackle challenges, solve customer problems. And I think put a good foot forward with a high level of confidence. I think you're going to see that today here. At our Investor Day. And I spent the earlier part of my career on the sell side sitting in the same seat as some of you. And wanted to say that I really respect the equity research craft. I mean, no disrespect to the buy side as well. You're all working hard there as well. But I do want to say, like, I really appreciate you all looking into companies doing your analysis, challenging management teams, certainly having differences of opinions. But I do want to say that whatever you want on your ratings, whether it's bullish or bearish, know that you can trust us to always be neutral on how we behave with you. Just as neutral as our cloud strategy. I also want to say that we do also like to say that we move fast and we play safe.

And on that note, we also want to play by the rules. So safe harbor here is on the screen for those of you who know it. We encourage you to read the disclosures and risk statements in our SEC filings. I think you all know how this works. Let me turn to the agenda today. We're going to start off with Kip Compton, our CEO. He's going to kick off our strategic positioning and growth opportunity and walk through that. He'll then host a fireside chat with our founder and CTO, Archer Bergman. Our Chief Product Officer, Kelly Shortridge, is going to discuss our product platform and opportunities. We're then going to host a Q&A session and then the first half will conclude with a small break. Our President of Go-to-Market, Scott Lovett, will kick off the second half. He's going to talk about his go-to-market playbook as well as his commercial engine. Our CFO, Rich Wong, will then provide a financial overview and target model. And then Kip's going to take the stage again to close things out. And then we're going to open up again to Q&A. We anticipate wrapping all this up around 4:00 p.m. Eastern. For those of you here at NASDAQ, you're welcome to join us for a small reception thereafter.

And as the day goes on, and this conference goes on, there'll be plenty of opportunities for you to find reasons to love Fastly. But maybe you should hear from our customers first.

Fastly by name, Fastly by nature is what I would say. It was 20 working days from the point of deciding to use Fastly to signing the contract and that very next day using it for a World Cup match.

Fastly allows us to be more agile than we normally would in terms of deployments.

Every time we've come to Fastly, we're able to talk to the people that are actually building those things and designing those things. We have just an incredibly healthy engineering partnership. And that's really game changing.

Since we've onboarded to Fastly in our first 90 days, we've delivered more than 115 petabytes of content. And we've lowered our operating costs on our storage layer by 68%.