Zacks Investment Research
26 May 2026, 16:51 UTC · 2h ago
Source · https://www.zacks.com/stock/news/2926916/fastly-s-cross-sell-strategy-pays-off-more-wallet-share-ahead?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2926916
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Fastly's trailing 12-month net retention rate increased to 113% from 100% a year ago. — Net retention growth is a primary indicator of customer lifetime value and sustainable organic revenue growth for SaaS companies.
+0.60Fastly's security revenues grew 47% year-over-year to $38.8 million, now representing 22% of total revenues. — Rapid growth in a high-margin security vertical diversifies revenue streams away from core web acceleration and indicates successful product expansion.
+0.50Fastly is seeing increased multi-product adoption, with nearly half of security product instances sold to new customers coming from newer offerings like DDoS Protection and API Discovery. — Successful cross-selling increases customer stickiness and expands the average revenue per user (ARPU).
+0.40Impact vectors
4 dimensions · 9 clusters
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Strong growth in security revenues, improved net retention rates, and successful cross-selling strategies.
Mentioned as a competitor to Fastly, which is currently outperforming the industry and capturing market share.
Mentioned as a competitor to Fastly, which is currently outperforming the industry and capturing market share.
