Fastly, Inc. (NASDAQ: FSLY) announced a new distribution partnership with VSTECS Phils., Inc., the Philippines’ leading ICT distributor, to become Fastly’s first distributor in the country. The agreement gives VSTECS the right to sell Fastly’s edge‑cloud platform—comprising content delivery, edge computing and security services—to its extensive network of enterprise customers across the Philippines.
Fastly’s partnership comes on the heels of a strong Q4 2025 earnings release in which the company reported $172.6 million in revenue, a 23% year‑over‑year increase, and a first‑ever operating profit of $20.1 million. Gross margin rose to 64% from 57.5% in Q4 2024, reflecting a higher mix of high‑margin network and security services and improved operational leverage. The company guided 2026 revenue to $700‑$720 million, up 14% from the $624 million reported for full‑year 2025, and projected Q1 2026 revenue of $168‑$174 million, signaling confidence in continued demand for edge‑cloud solutions.
The Philippines is a key growth market for Fastly because of its rapid digital transformation, a projected ICT market value of $50.53 billion by 2031, and a high demand for low‑latency services driven by the archipelago’s geography. Fastly’s programmable edge platform is positioned to meet the country’s cybersecurity needs, where AI‑powered attacks are increasingly common, and to support AI‑driven workloads that require edge proximity.
VSTECS brings a deep distribution network and a portfolio that already includes cloud and security solutions, giving Fastly immediate access to a broad customer base. The partnership builds on VSTECS’s experience in deploying advanced cloud platforms, positioning the distributor to accelerate adoption of Fastly’s services in sectors such as e‑commerce, finance and government.
Fastly’s AVP of Asia, Rachel Ler, said the partnership would “modernize Philippine enterprises with the speed, security and reliability they need to compete on a global scale.” VSTECS CEO Jimmy Go added that the collaboration “empowers partners and customers with a high‑performance platform that doesn’t force a trade‑off between speed and security.”
The deal strengthens Fastly’s competitive stance against larger CDN and cloud providers by offering a localized, high‑performance solution. With the partnership, Fastly can tap into a market that is expected to see a sharp rise in edge computing and AI workloads, supporting the company’s broader strategy to capture growth in Southeast Asia and to build a more resilient, globally distributed network.
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