Fastly(US:FSLY) Seeking Alpha·2025-11-19 18:03Core Insights - The company has undergone significant evolution since its IPO in 2018, transitioning from a focus primarily on CDN to a broader platform strategy that includes security solutions [1] Business Evolution - The adoption of a platform strategy has been a key part of the company's evolution, moving beyond CDN services to integrate security offerings through acquisitions like Signal Sciences [1] - The long-term strategy emphasizes providing a unified platform that meets customer needs at the edge, which enhances customer value and operational efficiency [1] Customer Feedback - Customers have expressed that having all necessary services on a single platform is incredibly valuable, as it simplifies their operations and support [1] - The unified support model is particularly meaningful for customers, contributing to a better overall experience [1] Operational Efficiency - The platform strategy not only adds value for customers but also reduces the company's cost of sales, thereby improving overall business efficiency [1]