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

CrowdStrike

Etsy

Time has long been investors' greatest ally. Three fast-paced companies have the tools and intangibles necessary to quadruple investors' money over the coming 12 years.

3 Magnificent Growth Stocks That Can Turn $250,000 Into $1 Million by 2035

Datadog

Snowflake

Cloud computing is the backbone of digital transformation in modern enterprises. It enables businesses to access, store and process data and applications over the internet, rather than on-premises servers.

Ticking Time Bombs: 3 Cloud Computing Stocks to Dump Before the Damage Is Done

Fastly, Inc. (NYSE:FSLY ) Piper Sandler Growth Frontiers Conference September 13, 2023 3:00 PM ET Company Participants Todd Nightingale - CEO Conference Call Participants Unidentified Company Representative Well, we have a decent crowd here, so we might as well get started. I mean, it's enlightening the conference and as you just said, we have a decent crowd.

Fastly, Inc. (FSLY) Piper Sandler Growth Frontiers Conference (Transcript)

Fastly, a content-delivery network platform, has experienced a significant surge in its stock price this year. The company has shown strong execution and customer diversification, reducing reliance on single large customers. Fastly's usage-based business model and economies of scale position it for further growth and margin expansion.

Momentum Is Now On Fastly's Side

Fastly, Inc. stock is reasonably priced at around 6x forward sales, making it an appealing entry point for investors. Fastly is strategically positioned to play a pivotal role in the AI-driven future, leveraging AI technology to deliver fast, safe, and engaging user experiences. While revenue growth rates may not be exceptional, Fastly's focus on profitability and cash flow positivity is evident, despite challenges related to its balance sheet. The stock is attractively priced.

Fastly: Attractively Priced Amid Solid Turnaround

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, today announced two major developments in its domain name API and Transport Layer Security (TLS) capabilities: the acquisition of Domainr, an ICANN-accredited real-time domain availability API provider, as well as general availability of Certainly, Fastly's publicly-trusted TLS Certification Authority (CA). These developments significantly advance Fastly's edge cloud platform as well as its missi.

Fastly Expands Domains API and TLS Capabilities with Domainr Acquisition and General Availability of Certainly Certification Authority

Fastly, Inc. (NYSE:FSLY ) KeyBanc Technology Leadership Forum 2023 August 7, 2023 4:30 PM ET Company Participants Vernon Essi - IR Ron Kisling - CFO Conference Call Participants Tom Blakey - KeyBanc Capital Markets Tom Blakey My name is Tom Blakey. For those who don't know, I'm the Infrastructure Technology and Software Analyst here at KeyBanc.

Fastly, Inc. (FSLY) Presents at KeyBanc Technology Leadership Forum 2023 (Transcript)

Fastly trounced analysts' expectations with its second-quarter results this week. Management is executing well on their strategic initiatives for simplifying the company's go-to-market strategy, increasing innovation, and streamlining operations.

Why Fastly Popped 19% This Week

Fastly's second quarter results were far less impressive than the market reaction would suggest. Growth is stable but low, and Fastly is still a long way away from achieving profitability on a GAAP basis. The recent share price surge is more the result of demand headwinds easing and sentiment towards the stock improving than Fastly's prospects fundamentally changing.

Fastly: Don't Get Too Excited

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, today announced the publication of its first threat intelligence report, the “Network Effect Threat Report.” Featuring data and insights gathered from the company's proprietary Network Learning Exchange (NLX), the Network Effect Threat Report showcases the industry-leading accuracy of Fastly's threat intelligence capabilities and the effectiveness of Fastly's unified security platform. The securi.

Fastly Deploys Industry-Leading Threat Intelligence Capabilities to Publish Network Effect Threat Report

The content delivery network provider sees better-than-forecast growth and raises its full-year revenue outlook.

Fastly Stock Soars as Earnings Top Estimates

Fastly's second-quarter results impressed investors. Revenue growth accelerated and beat analysts' expectations.

Why Fastly Stock Jumped on Thursday

The edge computing specialist's stock has been on a tear since Todd Nightingale took the reigns last September. Cost optimization is helping the company inch closer to profitability.

Fastly Raises Full-Year Guidance After Delivering Upbeat Q2 Results

Although the revenue and EPS for Fastly (FSLY) give a sense of how its business performed in the quarter ended June 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Here's What Key Metrics Tell Us About Fastly (FSLY) Q2 Earnings

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), one of the world's fastest edge cloud platforms, today announced financial results for its second quarter ended June 30, 2023. “I am pleased with the enormous progress the team has made and we're proud of the revenue and operating performance of the second quarter, exceeding the top end of our guidance,” said Todd Nightingale, CEO of Fastly. “We continue to execute on our strategic initiatives to simplify our go-to-market, increase our.

Fastly Announces Second Quarter 2023 Financial Results

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, today announced two new members to its executive team, as well as a key management promotion. Peter Alexander will be joining Fastly as Chief Marketing Officer (CMO), and Marshall Erwin has joined as Chief Information Security Officer (CISO). Further complementing the management team, Karen Greenstein has been promoted to General Counsel. Alexander is a seasoned marketing executive with more than.

Fastly Strengthens Leadership Team with Appointments of New Chief Marketing Officer, Chief Information Security Officer and General Counsel

Once an obscure company, Fastly gained widespread attention during the pandemic but suffered a steep decline. The appointment of Todd Nightingale as CEO sparked a transformation, leading to a rise in share prices and the unveiling of ambitious long-term plans at its Investors Day. With regard to some key metrics indicating accelerating growth in the upcoming quarters and potential breakeven in free cash flow by 2026, a compelling investment case arises.

Fastly: To Old Highs With New CEO?

Here is how Fastly (FSLY) and Jabil (JBL) have performed compared to their sector so far this year.

Is Fastly (FSLY) Stock Outpacing Its Computer and Technology Peers This Year?

Duolingo

Trade Desk

Investors got some welcome news this week in the form of lower-than-anticipated inflation data. Both Consumer Price Index and Producer Price Index inflation came in below expectations.

Why The Trade Desk, Duolingo, and Fastly Are Soaring This Week

A number of tailwinds are working in Fastly stock's favor. The edge computing specialist's first-quarter revenue exceeded management's guidance range for the period.

Why Fastly Stock Has Already Doubled This Year

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), one of the world's fastest global edge cloud platforms, will release financial results for the second quarter of 2023 after market close on Wednesday, August 2, 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, August 2, 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 646-960-069.

Fastly to Announce Second Quarter 2023 Financial Results

Axon Enterprise

In my opinion, Axon Enterprise, Inc.'s unique position, working to enhance both officer and public safety, provides a competitive moat in a growing critical sector. Axon's strong profitability outlook stands out when I compare it to Fastly, Inc. It is growing faster both in revenue and earnings. Fastly, on the other hand, continues to operate at a loss with no clear path to profitability in the next three years, which is risky in this market environment.

Leaving Fastly For More Axon Enterprise Stock

Infinera

Twilio

Telecom has been a booming industry for as long as some of us have been alive. From the dot-com boom and bust to the FAANG companies and Cloud Czars, fortunes have been made by letting people interact with each other more easily.

3 Millionaire-Maker Next-Gen Telecom Stocks to Buy and Hold Forever

Fastly, an edge cloud computing platform, is approaching an inflection point of profitability. FSLY is operating in a growing addressable market, and the company continues to grow its customers, especially in the Enterprise market. Despite being free cash flow negative, Fastly has an aggressive plan to achieve FCF profitability by FY 2024, making it a promising recovery investment in the content delivery network sector.

Fastly: Nearing A Critical Inflection Point

Applied Blockchain Inc

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