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

Fiverr

Lexicon Pharmaceuticals

Match Group

Novavax

Pubmatic

StoneCo

Wall Street produced stellar gains in 2023, with the growth-focused Nasdaq Composite rallying 43%. This year is shaping up to be a stock picker's market.

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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.

Fastly: 4x Valuation, Looking Out To 2024

Fastly, Inc. (NYSE:FSLY ) UBS Global Technology Conference November 29, 2023 12:55 PM ET Company Participants Todd Nightingale - CEO Ron Kisling - CFO Conference Call Participants Roger Boyd - UBS Roger Boyd Welcome, everyone. Thank you all for being here at the UBS Tech Conference.

Fastly, Inc. (FSLY) Presents at UBS Global Technology Conference (Transcript)

SAN FRANCISCO--(BUSINESS WIRE)---- $FSLY #CDN--Fastly Named a Leader for Edge Development Platforms 2023 by Independent Research Firm.

Fastly Named a Leader for Edge Development Platforms 2023 by Independent Research Firm

Here is how Fastly (FSLY) and Meta Platforms (META) have performed compared to their sector so far this year.

Are Computer and Technology Stocks Lagging Fastly (FSLY) This Year?

Fastly, Inc. (NYSE:FSLY ) D.A. Davidson Technology Summit November 16, 2023 11:45 AM ET Company Participants Todd Nightingale - CEO Ron Kisling - CFO Conference Call Participants Rudy Kessinger - D.A.

Fastly, Inc. (FSLY) D.A. Davidson Technology Summit (Transcript)

Fastly, Inc. (NYSE:FSLY ) RBC Capital Markets 2023 Technology, Internet, Media and Telecommunications Conference November 15, 2023 11:20 AM ET Company Participants Todd Nightingale - CEO Ron Kisling - CFO Conference Call Participants Rishi Jaluria - RBC Capital Markets Rishi Jaluria Welcome back everyone. Thanks so much for joining us.

Fastly, Inc. (FSLY) RBC Capital Markets 2023 Technology, Internet, Media and Telecommunications Conference (Transcript)

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, has today launched its new annual global cybersecurity report, uncovering the staggering impacts of cyber attacks on leading businesses across the globe, with each of these suffering an average of 46 known cyber attacks this year. This survey also reveals the hugely damaging financial effects of security breaches, with businesses losing 9% of their revenue over the last 12 months as a direct resu.

The Race to Adapt: Fastly Research Reveals Businesses Lost Almost 10% of Their Revenue From Cyber Attacks in the Last Year

Edge cloud platform operator Fastly, Inc. NASDAQ: FSLY is a content delivery network (CDN) provider enabling fast, secure and stable delivery of data and applications like live streaming and on-demand music and video. It is the world's fastest and most reliable serverless compute platform on the edge.

Fastly shifts into the fast lane toward profits

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Fastly, Inc. (NYSE:FSLY ) Q3 2023 Earnings Conference Call November 1, 2023 4:30 PM ET Company Participants Vernon Essi - IR Todd Nightingale - CEO Ron Kisling - CFO Conference Call Participants Frank Louthan - Raymond James Jonathan Ho - William Blair James Fish - Piper Sandler Richard Poland - RBC Capital Markets Will Power - Baird Tim Horan - Oppenheimer Rudy Kessinger - D.A. Davidson Fatima Boolani - Citi Tom Blakey - KeyBanc Capital Markets Madeline Brooks - Bank of America Operator Ladies and gentlemen, good afternoon.

Fastly, Inc. (FSLY) Q3 2023 Earnings Call Transcript

Shares of Fastly Inc. FSLY were popping 10% in after-hours trading Wednesday after the cloud-computing company reported quarterly results that edged analyst forecasts. Fastly posted a fiscal third-quarter net loss of $54.3 million, or 42 cents a share, compared with a net loss of $63.4 million, or 52 cents a share, in the year-ago quarter.

Fastly's stock is up 10% on better-than-expected earnings, revenue

SAN FRANCISCO--(BUSINESS WIRE)--Today Fastly announced its Q3 FY2023 earnings.

Fastly Announces Third Quarter 2023 Financial Results

Fastly (FSLY) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

Here's Why Fastly (FSLY) Could be Great Choice for a Bottom Fisher

Fastly (FSLY) possesses 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) Expected to Beat Earnings Estimates: Should You Buy?

Fastly (FSLY) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Down -18.58% in 4 Weeks, Here's Why You Should You Buy the Dip in Fastly (FSLY)

Fastly stock has rallied and now fallen a bit from 2023 highs, but that doesn't mean it's a buy. This former cloud software darling still has a lot to prove, and progress on profit margins has been slow.

This Cloud Software Stock Has Nearly Doubled in 2023 -- Is It Too Late to Buy?

Fastly shares declined Thursday after a Raymond James analyst reiterated his strong buy rating but also lowered his revenue projections for the company. The firm cited light traffic data from its proprietary tools.

Why Fastly Is Down 18% This Week

Fastly (NYSE: FSLY) stock price continued its sell-off this week as technology equities plunged. The shares plunged to a low of $16 on Thursday, the lowest level since July 10th of this year.

Fastly stock price: strong fundamentals meet weak technicals

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), one of the world's fastest global edge cloud platforms, will release financial results for the third quarter of 2023 after market close on Wednesday, November 1, 2023. 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, November 1, 2023 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 (In.

News for Fastly Stock (FSLY)