Fastly Investor Day Presentation Deck
Our Opportunity is Big and Growing
Our TAM: The critical infrastructure and software that powers modern digital experiences
$25B
$1.6B
$2.0B
$4.4B
$10B
$7.1B
$33B
$2.1B
$3.4B
$6.1B
$13.1B
$8.3B
2025
15% CAGR
15% CAGR
30% CAGR
18% CAGR
Application
Networking
15% CAGR
CDN
8% CAGR
Observability
Edge Observability portion of $22B Observability TAM
Compute
Edge Compute portion of $235B laaS TAM
Security
Application Security portion of $228B Enterprise Security TAM
Network Services
Edge Cloud portion of $89B Enterprise Networking TAM
2023
- TAM numbers are based on 2022 Gartner, 2022 IDC data, 2021 Forrester data supplemented with Marketsand Markets, and Industry Research reports.
Ⓒ2023 Fastly, Inc. | Confidential
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Investor Day | 2023View entire presentation