Customer Base DiversificationThe customer base is diversifying, with non-top 10 customers growing and now accounting for a larger share of revenues, indicating broadening market appeal.
Product Portfolio DiversificationFastly is making solid progress in diversifying from the core delivery business into higher growth areas like security and emerging products, which saw significant growth.
Revenue GrowthFastly delivered a strong quarter, beating expectations on both revenue and pro forma EPS while also raising its 2025 guidance range despite maintaining a conservative view.