Fastly: AI Agents Ignite Record Chase – Edge Cloud Up for Reevaluation

AI Traffic as a Revenue Lever: Since AI agents scan websites more intensively than humans, quarterly revenue increased by 23%. Profitability Turnaround: For the first time, the company achieved a non-GAAP net profit of $20.1 million in Q4. Security Growth: The Security segment grew by 32% as companies need to protect their data from uncontrolled AI scraping. The breakout of Fastly's stock under high trading volume marks the technical confirmation of a fundamental transformation. The San Francisco-based company acts as a specialized provider...