Fastly (FSLY) Q2 FY26 earnings call

Fastly delivered a strong quarter, achieving record revenue and profitability, driven by its platform strategy and increasing adoption of security and compute products. The company's focus on a unified platform and co-innovation with customers is translating into deeper relationships and greater wallet share, particularly as AI-driven traffic becomes a significant tailwind. Management is committed to disciplined execution and expects continued financial strength, with a focus on expanding its go-to-market efforts beyond its largest customers.