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

The edge computing company's revenue growth has been decelerating. Management expects even slower growth in Q1.

Is Fastly Stock a Buy After Plummeting Last Week?

Fastly reported strong revenue growth in the fourth quarter but remains unprofitable. It is guiding for more growth but continued losses in 2024.

Why Shares of Fastly Stock Collapsed This Week

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Fastly's earnings beat expectations in the fourth quarter, but its sales fell short. Guidance for 2024 came in worse than anticipated an all key fronts.

Why Fastly Stock Is Crashing Today

Fastly Inc (NYSE:FSLY) stock is headed for its largest percentage drop since February 2022, down 29.2% to trade at $16.67 at last glance, after the cloud company's disappointing first-quarter forecast and fourth-quarter revenue miss.

Cloud Stock Plummets From Peak After Earnings

Fastly, Inc. (FSLY) Q4 2023 Earnings Call Transcript

Fastly Inc.'s stock dropped nearly 20% in the extended session Wednesday after the cloud-computing company showed Wall Street a mixed fourth quarter, with revenue coming in below expectations.

Fastly's stock tanks 20% on mixed quarter for cloud-computing company

SAN FRANCISCO--(BUSINESS WIRE)---- $FSLY #CDN--Fastly Announces Fourth Quarter and Full Year 2023 Financial Results.

Fastly Announces Fourth Quarter and Full Year 2023 Financial Results

Beyond analysts' top -and-bottom-line estimates for Fastly (FSLY), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2023.

Curious about Fastly (FSLY) Q4 Performance? Explore Wall Street Estimates for Key Metrics

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.

Will Fastly (FSLY) Report Negative Earnings Next Week? What You Should Know

In the closing of the recent trading day, Fastly (FSLY) stood at $21.60, denoting a -0.51% change from the preceding trading day.

Fastly (FSLY) Stock Dips While Market Gains: Key Facts

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Fastly (FSLY) concluded the recent trading session at $21.22, signifying a +0.14% move from its prior day's close.

Fastly (FSLY) Advances While Market Declines: Some Information for Investors

Fastly is a leading edge compute company that has seen a significant price surge in the past year, but is still 85% below its all-time highs. The increasing demand for faster online services, rise in cybersecurity attacks, and need for AI applications are catalysts for Fastly's growth. We expect Fastly's portfolio expansion to accelerate its revenue growth in the coming years, as it enters new security and compute markets.

Fastly: High-Potential In Edge Computing

In the latest trading session, Fastly (FSLY) closed at $20.62, marking a +1.48% move from the previous day.

Why Fastly (FSLY) Outpaced the Stock Market Today

City analyst Fatima Boolani raised her rating on Fastly to neutral from sell, and increased her per-share price target to $20 from $11. Boolani credited the leadership and vision of Fastly CEO (and former Cisco exec) Todd Nightingale.

Why Fastly Stock Popped Today

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), one of the world's fastest global edge cloud platforms, will release financial results for the fourth quarter of 2023 after market close on Wednesday, February 14, 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, February 14, 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.).

Fastly to Announce Fourth Quarter 2023 Financial Results

In the latest trading session, Fastly (FSLY) closed at $17.87, marking a +1.71% move from the previous day.

Fastly (FSLY) Beats Stock Market Upswing: What Investors Need to Know

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SAN FRANCISCO--(BUSINESS WIRE)---- $FSLY #CDN--Fastly Names Kip Compton as Chief Product Officer.

Fastly Names Kip Compton as Chief Product Officer

Fastly is an undervalued small-cap growth stock with room to grow in 2024. The company has strong sales momentum and is benefiting from increased internet traffic and usage. FSLY is seeing tremendous momentum with channel partners, extending its sales reach.

Fastly: More Room To Run

Fastly is a content delivery network company that improves the user experience by storing copies of websites closer to users. The company's growth rates have slowed, but its valuation is now more attractive, and its balance sheet is improving. Fastly's customer adoption curve has improved, and its international expansion and AI technology integration offer promising prospects for the future.

News for Fastly Stock (FSLY)