Mar 24, 2026 10:12 AM Eastern Daylight Time Fastly Named a Leader in Edge Development Platforms 2026 by Independent Research Firm Fastly Named a Leader in Edge Development Platforms 2026 by Independent Research Firm Share Company Received Above-average Customer Feedback and Highest Possible Scores in Innovation, Developer Experience, and Performance & Latency Optimization Criteria SAN FRANCISCO--(BUSINESS WIRE)-- Fastly, Inc.(NASDAQ: FSLY), a leader in global edge cloud platforms, today announced it has bee ...

Core Insights - The company achieved its first quarter of adjusted EBITDA profitability as a public entity, indicating a shift from a high-growth, high-burn model to a more sustainable financial foundation [1] Financial Performance - The company deliberately traded near-term GMV growth for improved unit economics by tightening ROI thresholds on performance marketing and reducing lower-intent traffic [1] - The on-platform average order values (AOV) increased to nearly $2,600, reflecting a focus on high-intent demand [1] Operational Efficiency - The company successfully maintained a flat headcount while rebalancing its talent base towards product and engineering to enhance technical velocity and platform modernization [1] - AI-assisted development accounted for approximately 30% of new code, contributing to the ninth consecutive quarter of conversion rate growth despite a challenging housing market [1] Market Positioning - The company maintained a high-trust moat in the luxury space, emphasizing the importance of human expertise from vetted dealers and a complex transactional infrastructure to protect against AI-driven competition [1] - The company expanded its market share in 2025 by focusing on high-intent demand [1]

Core Argument - Factory believes agentic systems will radically change software development, transitioning from human-driven to agent-driven development [2] - The company emphasizes that AI tools are only as good as the context they receive, and providing comprehensive context is crucial for effective AI-assisted development [14][15][16] - The company advocates for using agents at every stage of development, including planning and design, by delegating groundwork and research to AI agents [18][19][20] Technological Advancements - The company's "droids" can ingest tasks, ground themselves in the environment, search codebases, and generate pull requests that pass CI [12][13] - The company's platform integrates natively with various data sources, enabling agents to access and utilize information from across the organization [17] - The company's system can condense incident response search efforts from hours to minutes by pulling context from relevant system logs, past incidents, and team discussions [31][32] Enterprise Solutions & Security - Factory is an enterprise platform focused on security, auditability, and ownership concerns related to AI agents in large organizations [41][42] - The company offers a platform with controls to address security concerns and emphasizes the importance of responsible AI implementation within enterprises [43] - The company provides 20 million free tokens for users to try out the droids [40] Future of Software Development - The industry is moving from executing to orchestrating systems, with developers managing agents and building patterns that supersede the inner loop of software development [27][38] - The future belongs to developers who can effectively work with AI agents, with clear communication skills being paramount [39] - AI agents amplify individual capabilities, allowing developers to focus on higher-leverage tasks and the outer loop of software development [37][38]