Fastly, Inc. (FSLY) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript

All right. Good morning, everybody. My name is Jackson Ader, Enterprise software analyst here at KeyBanc Capital Markets. Welcome to the Technology Leadership Forum 2026 Edition, second year in Park City or Deer Valley, whichever you prefer, I guess. But we are thrilled to have Fastly to kick off our post keynote, right, the fireside chat portion of the conference. We've got Rich and Vern here, CFO and Head of IR from Fastly.

Just a quick reminder for everybody in the room. We're going to run through -- I have a bunch of questions for these guys. But if you have questions, feel free to raise your hand, but I will do my best to kind of ping people throughout so that it doesn't get -- you hear me and these over and over again. Do you guys just mind introducing yourselves and introducing the company, and then we'll get into it.

Sure. So Rich Wong here, the Chief Financial Officer at Fastly. I've been here for about a year. So this month is actually my 1-year anniversary since joining Fastly. My background, this is my third time as a CFO. And so a great place to be, and I joined because I believe in the space we play in. For those who don't know us, we are an edge cloud company. Edge cloud, meaning that we basically provide edge services, which is around content delivery, security and compute observability to our users, where we really partner with the central cloud and customers to speed