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

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 Q4 2020

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

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.

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

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.

Here's Why Fastly (FSLY) Fell More Than Broader Market

Fastly's stock price is falling, and investors are curious about the causes of the decrease.

What's Going On With Fastly Stock?

SAN FRANCISCO--(BUSINESS WIRE)---- $FSLY #CDN--Fastly Launches New Global Event Series: Xcelerate 2024.

Fastly Launches New Global Event Series: Xcelerate 2024

LONDON--(BUSINESS WIRE)--A recent survey of 235 IT and cybersecurity decision-makers commissioned by Fastly, Inc. (NYSE: FSLY), one of the world's fastest edge cloud platforms, has found that - despite the critical role of APIs - the vast majority of commercial decision-makers are ignoring the burgeoning security risk for businesses. Application Programming Interfaces (APIs) have long been recognised as a bedrock of the digital economy and recent figures suggest that the majority of all interne.

Rampant API Growth Causing Cybersecurity Risks for Businesses

Fastly's revenue is increasing by double-digits, but that's not enough for stock market investors.

Massive News for Fastly Stock Investors

Patterson-UTI Energy

Portillo's

Most long-term compounders start as high-risk, high-reward stocks under $20. Their low-priced stocks grow into significant values through sustainable long-term growth and returns on invested capital.

3 High-Risk, High-Reward Stocks Worth Betting On for Under $20

Despite Fastly stock being down significantly off its high, the valuation is expensive according to one critical metric.

Valuation Is My Sticking Point With Fastly Stock

The latest trading day saw Fastly (FSLY) settling at $12.60, representing a -1.33% change from its previous close.

Fastly (FSLY) Declines More Than Market: Some Information for Investors

Fastly is growing far more slowly than the edge computing market as a whole. The company is also growing more slowly than Cloudflare.

1 Reason to Sell Fastly Stock

Cloudflare

Cloudflare is growing a lot faster than Fastly. Cloudflare also has higher net retention rates and gross margins.

Better Cloud Stock: Cloudflare vs. Fastly

Grand View Research forecasts a 36.9% growth rate for Fastly's industry through 2030. Fastly's revenue growth significantly lags the industry average.

Is Fastly Stock a Buy?

Fastly, Inc. (NYSE:FSLY ) Morgan Stanley Technology, Media & Telecom Conference Call March 6, 2024 12:30 PM ET Company Participants Todd Nightingale - Chief Executive Officer Ron Kisling - Chief Financial Officer Conference Call Participants Sanjit Singh - Morgan Stanely Sanjit Singh All right. I'm Sanjit Singh.

Fastly, Inc. (FSLY) Morgan Stanley Technology, Media & Telecom Conference (Transcript)

Fastly stocked dipped even more after the company reported disappointing quarterly earnings results.

Down 89%, Should Investors Buy Fastly Stock?

Fastly is struggling to keep pace with Cloudflare in the CDN race. Its revenue growth is slowing down and it won't break even anytime soon.

Could Fastly Stock Help You Become a Millionaire?

Fastly, Inc. (NYSE:FSLY ) Annual Raymond James Institutional Investors Conference March 4, 2024 10:35 AM ET Company Participants Vernon Essi - IR Ron Kisling - CFO Conference Call Participants Frank Louthan - Raymond James Frank Louthan Good morning. Thanks everybody for being here.

Fastly, Inc. (FSLY) Annual Raymond James Institutional Investors Conference (Transcript)

iRobot

Pegasystems

Industrial stocks tend to get overlooked in today's fast-paced, tech-driven markets. Many view them as boring relics of the past — not sexy or exciting enough to warrant attention.

3 Cheap Industrial IoT Stocks Set to Rally 300% in 2024

Still stinging from its Feb. 15 post-earnings drop of 30.6%, Fastly Inc (NYSE:FSLY) was last seen starting the holiday-shortened week down 5.5% at $14.92.

Fastly Stock Could Stage a Quick Rebound

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

Powell Industries

XPO Logistics

The S&P 500 keeps hitting new record highs this year. It dipped the other day as new inflation data all but killed the hopes for a Federal Reserve interest rate cut in March.

3 Supercharged Stocks to Buy Before the Next S&P 500 All-Time High

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.

News for Fastly Stock (FSLY)