Total Customer Count

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Impairment expense

Restructuring charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Fastly

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Fastly reports robust Q4 earnings, eyes growth through innovation

Fastly's Q4 2022 performance reflects strong revenue growth, improved margins, and a focus on customer satisfaction and loyalty.
The company's strengths lie in edge compute differentiation, security excellence, and organic innovation in cybersecurity.
Challenges include AI adoption, CapEx efficiency, and balancing traditional workloads with emerging technologies.
Opportunities in investor engagement, revenue growth, and product-led strategies position Fastly for continued success and market leadership.

Fastly reports record Q1 revenue, focuses on new packaging and partner program for growth

Fastly's Q1 performance showed strong revenue growth and cost control measures. The company's focus on new packaging, pricing, and partner program presents opportunities for customer acquisition and revenue improvement. Challenges include the transition to subscription-based packaging and optimizing customer onboarding.

Fastly exceeds Q2 revenue expectations, eyes AI for growth

Fastly's Q2 performance reflects strong revenue growth, customer engagement, and operational efficiency, positioning the company for future success.
While facing challenges in AI adoption and evolving market dynamics, Fastly's strategic strengths in portfolio expansion and go-to-market initiatives offer growth opportunities.
By capitalizing on AI capabilities, optimizing traffic patterns, and navigating pricing transitions, Fastly aims to sustain its competitive edge and drive revenue growth.

Fastly reports record Q3 revenue and strategic growth opportunities

Fastly's Q3 performance reflected strong revenue growth, customer retention, and operational efficiency, positioning the company for continued success.
While facing challenges such as budget constraints and deal delays, Fastly's strengths in customer acquisition, innovative products, and partnership growth present significant opportunities for future expansion.
The company's strategic focus on market diversification, channel development, and revenue growth through contract negotiations sets a positive trajectory for Fastly's future growth and impact on digital experiences.

Fastly reports solid Q4 growth, targets $580-590M revenue in 2024

Fastly's Q4 performance showed revenue growth and operational improvements, with a focus on product unification and security offerings. The company aims to drive revenue growth in 2024 through new customer acquisition and product expansion, targeting a revenue range of $580-590 million.
While facing challenges from international traffic slowdown and operating losses, Fastly's strengths in content distribution and security offerings position them for growth. Strategic investments in capacity and network efficiency aim to boost gross margins above 60% in 2024.

Fastly reports solid Q1 growth amidst pricing challenges and innovations

Fastly's Q1 2024 performance showed revenue growth, positive adjusted EBITDA, and key wins in strategic verticals.
Despite challenges like pricing pressure and customer dynamics, Fastly aims to drive growth through innovative solutions and customer engagement.
Opportunities lie in expanding product offerings, supporting media customers, and increasing revenue with large accounts.

Fastly reports 8% revenue growth, diversifies customer base for stability

Fastly's Q2 performance reflects resilience with revenue growth despite challenges from largest customers.
Strategic initiatives in customer diversification, innovation, and restructuring aim to drive profitability and sustainable growth.
Revised guidance for Q3 and 2024 underscores the company's proactive approach to addressing revenue impact and aligning costs.
Opportunities in market diversification and operational efficiency enhancements position Fastly for long-term success and financial stability.

Fastly reports steady Q3 performance, eyes revenue diversification for growth

Fastly's Q3 performance reflects steady revenue growth, positive adjusted EBITDA, and a focus on profitability and diversification.
While facing challenges in revenue mix and short-term revenue growth, the company's strengths in customer acquisition and security offerings position it well for future success.
Opportunities lie in expanding customer base, enhancing security solutions, and achieving financial milestones in 2024, signaling a path towards sustainable growth.
Analyst inquiries into revenue trends and growth strategies underscore the importance of clear communication and strategic execution for Fastly's future performance.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Fastly stock plunged Thursday after the company lowered its 2024 revenue outlook amid pricing pressure for its top customers.

Not So Fastly. Shares Plummet On Lowered 2024 Revenue Guidance.

Fastly (NYSE: FSLY ) stock is falling on Thursday following the release of its earnings report for the first quarter of 2024. Weighing on FSLY stock today is the cloud platform company's outlook in this report.

Why Is Fastly (FSLY) Stock Down 36% Today?

Shares in cloud-based content delivery network (CDN) Fastly Inc (NYSE:FSLY) fell out of favor after delivering an underwhelming first-quarter trading update.

Fastly falls out of favour following disappointing first-quarter update

Fastly's shares dropped 30% after submitting a weak revenue forecast for Q2'24. Despite the soft Q2 outlook, FSLY showed strong Q1 performance with a growing customer base and increasing margins. The market overreacted to the revenue forecast, in my opinion, creating an entry opportunity for contrarian investors.

Fastly: Fear Creates Opportunity (Rating Upgrade)

Fastly (NYSE: FSLY) stock price has collapsed after the company's growth slowed. It peaked at $136.45 in October 2020 to a low of $12.9 on Wednesday.

Fastly (FSLY) stock price analysis: is it safe to buy this dip?

Fastly, Inc. (NYSE:FSLY ) Q1 2024 Earnings Conference Call May 1, 2024 4:30 PM ET Company Participants Vernon Essi - Investor Relations Todd Nightingale - CEO & Director Ronald Kisling - CFO Conference Call Participants Rishi Jaluria - RBC Capital Markets Frank Louthan - Raymond James Financial Madeline Brooks - Bank of America Merrill Lynch James Fish - Piper Sandler & Co. Tim Horan - Oppenheimer Rudy Kessinger - D.A. Davidson & Co. Operator Ladies and gentlemen, good afternoon.

Fastly, Inc. (FSLY) Q1 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Fastly (FSLY) give a sense of how the business performed in the quarter ended March 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, Fastly (FSLY) Q1 Earnings: A Look at Key Metrics

Fastly (FSLY) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to loss of $0.09 per share a year ago.

Fastly (FSLY) Reports Q1 Loss, Tops Revenue Estimates

Fastly shares FSLY, +2.21% dived 30% in afterhours trading following guidance for the second-quarter and 2024.

Fastly shares sink 30% on weaker guidance

SAN FRANCISCO--(BUSINESS WIRE)---- $FSLY #CDN--Fastly Announces First Quarter 2024 Financial Results.

Fastly Announces First Quarter 2024 Financial Results

LOS ALTOS, Calif.--(BUSINESS WIRE)-- #cybersecurity--Hawcx unveils its advanced passwordless authentication platform, appoints Lakshmi Sharma as their first Chief Product Officer.

Hawcx Launches Cutting-edge Passwordless Authentication Platform, Appointing Lakshmi Sharma, Former CPO of Fastly, as Chief Product Officer

Dayforce Inc

Freshworks

Paycom Software

Here, we take a sneak peek into how these Internet software stocks - PAYC, DAY, FRSH, and FSLY - are poised ahead of their earnings releases.

Can These 4 Internet Software Stocks Hit Q1 Earnings Targets?

SAN FRANCISCO--(BUSINESS WIRE)---- $FSLY #CDN--Fastly Recognized as a GartnerⓇ Peer Insights™ Customers' Choice for Cloud Web Application and API Protection for Sixth Consecutive Year.

Fastly Recognized as a GartnerⓇ Peer Insights™ Customers' Choice for Cloud Web Application and API Protection for Sixth Consecutive Year

Get a deeper insight into the potential performance of Fastly (FSLY) for the quarter ended March 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

What Analyst Projections for Key Metrics Reveal About Fastly (FSLY) Q1 Earnings

The latest trading day saw Fastly (FSLY) settling at $12.83, representing a -0.47% change from its previous close.

Fastly (FSLY) Stock Drops Despite Market Gains: Important Facts to Note

Fastly (FSLY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Fastly (FSLY) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release

Investors may love a bull market, but it's a lot tougher to find bargains when the major stock indexes are climbing to new highs. This fast-growing tech stock has made a complete round trip after gaining more than 1,000% during the early stages of the COVID-19 pandemic.

Meet the Growth Stock I've Nearly Doubled My Stake in This Year

Fastly: It's A Great Time To Buy In Amid Lower Expectations

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, will release financial results for the first quarter of 2024 after market close on Wednesday, May 1, 2024. Fastly will host an investor conference call that day to discuss its results at 1:30 p.m. PT / 4:30 p.m. ET. Date: Wednesday, May 1, 2024 Time: 1:30 p.m. PT / 4:30 p.m. ET Webcast: https://investors.fastly.com Dial-in: 888-330-2022 (US/CA) or 646-960-0690 (Intl.) Conf. ID#: 7543239 Please di.

Fastly to Announce First Quarter 2024 Financial Results

Fastly (FSLY) transforms cybersecurity with Bot Management, protecting websites from malicious bot attacks and ensuring a secure and seamless online experience.

Fastly (FSLY) Introduces Bot Management for Edge Security

SAN FRANCISCO--(BUSINESS WIRE)---- $FSLY #CDN--Fastly Unveils New Bot Management Solution to Help Detect and Block Threats at the Edge.

Fastly Unveils New Bot Management Solution to Help Detect and Block Threats at the Edge

Fastly's price target was lowered by a BofA analyst on Thursday, but the analyst remains confident in a comeback. Fastly has struggled to grow as quickly as competitors, although it has made progress reducing its losses.

Fastly Stock Has 43% Upside, According to 1 Wall Street Analyst

Datadog

Snowflake

The present and future of the internet is in cloud computing. This branch of computing is the backbone of digital transformation in modern enterprises.

3 Sorry Cloud Computing Stocks to Sell in March While You Still Can

DigitalOcean Holdings

Duos Technologies Group

Current predictions show the cloud computing industry growing at a rapid pace in the coming years. Much of this growth stems from novel approaches to cloud technology, such as hybrid clouds, multi-clouds, and edge computing.

3 Under-the-Radar Cloud Computing Stocks With a Massive Growth Runway

In the latest trading session, Fastly (FSLY) closed at $12.75, marking a -0.93% move from the previous day.

News for Fastly Stock (FSLY)