Fastly Investor Day 2026

Okay, everybody. I want to welcome all of you. I am Vern Essi, Vice President of Investor Relations here at Fastly. I want to thank all of you for joining us today, those of you here at Nasdaq MarketSite, and also those of you joining us on the webcast. Obviously, we appreciate your interest and time spending on our story, and I am 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 are going to be conducting a survey, so you will get an email after our conference concludes. Please participate in that. We would appreciate it. We also value your input and, of course, your support.

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 have evolved over that time. We have seen a lot of changes in our ranks, and change, of course, is never easy, but I think we have had a lot of positive outcomes as a result. Yes, we have grown in revenue and scale, but I think we have also grown as a company in ways that you cannot measure financially. We are much more mature. We have 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 are going to see that today here at our Investor Day.

Now, 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 are all working hard there as well. But I do want to say, 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 is 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. On that note, we also want to play by the rules.

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 are going to start off with Kip Compton, our CEO. He is going to kick off our strategic positioning and growth opportunity and walk through that. He will then host a fireside chat with our founder and CTO, Artur Bergman. Our Chief Product Officer, Kelly Shortridge, is going to discuss our product platform and opportunities. We are then going to host a Q&A session, and then the first half will conclude with a small break. Our President at Go-to-Market, Scott Lovett, will kick off the second half. He is 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. Then Kip's going to take the stage again to close things out. 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. 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, 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 have onboarded to Fastly in our first 90 days, we have delivered more than 115 petabytes of content, and we have lowered our operating costs on our storage layer by 68%.

During our last major fair sale, we had Fastly Bot Management in place. We were able to drop about 30%-50% of some of these major attacks.

Serving the news to the real customer while controlling the bot traffic efficiently is very tricky. You need to find the right balance. We have been able to achieve this with Fastly Bot Management.

We serve hundreds of petabytes of data every month. Fastly is able to withstand huge surges in traffic. There is no way that GIPHY would be the popular platform that we are nowadays without Fastly.

That's great. Okay, I'd like to welcome Kip Compton to take the stage. Thank you. Here we go.

Thanks, Vern. We're proud of a lot of things we do at Fastly, but it's always great to hear straight from customers. First of all, thank you for being here today or for joining us online. As Vern said, this Investor Day's been a little while in the making. We've been looking forward to today and having an opportunity to share with you where we've been, but perhaps more importantly, where we're going as a company. Certainly, the business has evolved in really important ways over the last three years that we'll outline today. I think you'll also have an opportunity to meet our leadership team. A bunch of the key members of our leadership team are here today.