FSLY — Fastly, Inc. · catalysts, narrative & risks

Important data corrections before the analysis

The "previous knowledge" snapshot contains one outdated item worth flagging: Fastly moved its primary listing from the NYSE to the Nasdaq Global Select Market, beginning to trade under FSLY on Nasdaq in December 2025 [16], [17], [29]. The NYSE designation is now stale. The remaining baseline items (sector/industry, next earnings date of Nov 4, 2026, and a ~$3.6B market cap) are consistent with current sources [2], [3], [5].

Recent catalysts (roughly late July – October 2026)