Fastly, Inc.

NYSE:FSLY Stock Report

Market Cap: US$1.3b

Fastly Management

Management criteria checks 1/4

Fastly's CEO is Kip Compton, appointed in Jun 2025, has a tenure of less than a year. directly owns 0.1% of the company’s shares, worth $1.29M. The average tenure of the management team and the board of directors is 0.8 years and 4.3 years respectively.

Key information

Kip Compton

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureless than a year
CEO ownership0.1%
Management average tenureless than a year
Board average tenure4.3yrs

Recent management updates

Recent updates

Fastly: An Attractive Turnaround Story

Sep 25

Fastly, Inc.'s (NYSE:FSLY) 26% Share Price Surge Not Quite Adding Up

Sep 16
Fastly, Inc.'s (NYSE:FSLY) 26% Share Price Surge Not Quite Adding Up

Fastly Outlook: Significant Progress Needed For Catalyst (Rating Downgrade)

Apr 17

Fastly, Inc. (NYSE:FSLY) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough

Apr 17
Fastly, Inc. (NYSE:FSLY) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough
User avatar

International Expansion And Product Launches Will Broaden Customer Base

Fastly's diversification and geographic expansion strategy aims for stable revenue growth and broadens customer acquisitions in emerging markets.

Why Investors Shouldn't Be Surprised By Fastly, Inc.'s (NYSE:FSLY) 30% Share Price Plunge

Feb 22
Why Investors Shouldn't Be Surprised By Fastly, Inc.'s (NYSE:FSLY) 30% Share Price Plunge

Fastly: Despite The Strong Features, Cloudflare Is The Clear CDN Winner

Feb 14

What Is Fastly, Inc.'s (NYSE:FSLY) Share Price Doing?

Jan 30
What Is Fastly, Inc.'s (NYSE:FSLY) Share Price Doing?

Fastly: The Tide Is Turning (Rating Upgrade)

Jan 08

Fastly: Shift In Sales Strategy Providing Signs Of Life

Dec 17

Here's Why Fastly (NYSE:FSLY) Can Afford Some Debt

Nov 07
Here's Why Fastly (NYSE:FSLY) Can Afford Some Debt

Fastly Slows Down: A Growth Stock In Reverse

Oct 03

Revenues Not Telling The Story For Fastly, Inc. (NYSE:FSLY) After Shares Rise 26%

Sep 27
Revenues Not Telling The Story For Fastly, Inc. (NYSE:FSLY) After Shares Rise 26%

Fastly: Significant Challenges, Recommend Moving To Sidelines (Rating Downgrade)

Aug 27

Fastly: Less Demand, More Competition

Aug 08

Fastly, Inc. (NYSE:FSLY) Not Flying Under The Radar

Aug 07
Fastly, Inc. (NYSE:FSLY) Not Flying Under The Radar

Would Fastly (NYSE:FSLY) Be Better Off With Less Debt?

Jul 17
Would Fastly (NYSE:FSLY) Be Better Off With Less Debt?

Fastly: There's Opportunity In This Crash

Jun 05

Fastly, Inc. (NYSE:FSLY) May Have Run Too Fast Too Soon With Recent 32% Price Plummet

May 03
Fastly, Inc. (NYSE:FSLY) May Have Run Too Fast Too Soon With Recent 32% Price Plummet

Fastly: Fear Creates Opportunity (Rating Upgrade)

May 02

Does Fastly (NYSE:FSLY) Have A Healthy Balance Sheet?

Apr 16
Does Fastly (NYSE:FSLY) Have A Healthy Balance Sheet?

Fastly: +30% Upside Exists, But So Do Significant Challenges

Apr 03

Fastly, Inc. (NYSE:FSLY) Shares Could Be 22% Below Their Intrinsic Value Estimate

Mar 28
Fastly, Inc. (NYSE:FSLY) Shares Could Be 22% Below Their Intrinsic Value Estimate

Fastly Q4 Earnings Show Growing Customer Base, Stock Cheap, Maintain Buy

Mar 01

CEO

Kip Compton (53 yo)

less than a year
Tenure

Mr. Charles Compton, also known as Kip, is CEO & Director of Fastly, Inc. from June 16, 2025 and served as its Chief Product Officer since January 2, 2024 until June 16, 2025. Mr. Compton Compton serves as...

Leadership Team

NamePositionTenureCompensationOwnership
Artur Bergman
Co-Founder14.6yrsUS$4.54m4.95%
$ 62.5m
Ronald Kisling
Advisorless than a yearUS$3.26m0.21%
$ 2.7m
Scott Lovett
President of Go to Marketless than a yearUS$9.44m0.015%
$ 188.3k
Charles Compton
CEO & Directorless than a yearno data0.10%
$ 1.3m
Richard Wong
Chief Financial Officerless than a yearno datano data
Vernon Essi
Head of IRno datano datano data
Tara Seracka
Chief Legal Officerless than a yearno datano data
Albert Thong
Chief Marketing Officerless than a yearno datano data
Puja Jaspal
Chief People Officer2.8yrsno datano data
Nicholas Rockwell
Executive Vice President of Strategy & Operations5.6yrsno datano data
Kim Ogletree
Chief Customer Officer5.3yrsno datano data
Marshall Erwin
Chief Information Security Officer2.3yrsno datano data
0.8yrs
Average Tenure
56yo
Average Age

Experienced Management: FSLY's management team is not considered experienced ( 0.8 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
Artur Bergman
Co-Founder14.6yrsUS$4.54m4.95%
$ 62.5m
Charles Compton
CEO & Directorless than a yearno data0.10%
$ 1.3m
Charles Meyers
Independent Director4.3yrsUS$255.00k0.043%
$ 542.8k
Christopher Paisley
Independent Director7.3yrsUS$260.00k0.18%
$ 2.2m
Aida Alvarez
Independent Director6.2yrsUS$250.00k0.048%
$ 610.6k
David Hornik
Independent Chairman12.7yrsUS$260.00k0.16%
$ 2.0m
Richard Daniels
Independent Director3.9yrsUS$240.00k0.029%
$ 366.8k
Vanessa Smith
Independent Director3.9yrsUS$240.00k0.043%
$ 547.1k
Paula Loop
Independent Director4.3yrsUS$240.00k0.038%
$ 485.6k
4.3yrs
Average Tenure
59yo
Average Age

Experienced Board: FSLY's board of directors are considered experienced (4.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/09 04:46
End of Day Share Price 2025/10/09 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Fastly, Inc. is covered by 15 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Tomer ZilbermanBofA Global Research
Madeline BrooksBofA Global Research