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

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

Mobileye Global Inc

Cloudflare

FiscalNote Holdings Inc

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5 Stocks That AI Predicts Will Double Your Money in a Year

Edge cloud computing services Fastly, Inc. NASDAQ: FSLY shares have been rallying on optimism for its OHTTP relay and current pricing strategy. Fastly's core business is as a content delivery network (CDN).

Fastly Shares Stage a Rally on New Flat-Rate Pricing Model

Array Technologies

Alphabet

Intel

Plug Power

Rivian Automotive

NVIDIA

There are two main reasons to buy stocks billionaires are buying. One, billionaires are good at picking excellent stocks to buy.

7 Stocks That Billionaires Are Buying Up Now

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, today announced new, simplified pricing and packages for its core services, making it easier for companies of all sizes to try, buy, and use the powerful Fastly platform. These packages for delivery, security, and edge computing, will make adoption of Fastly technology faster, easier and more predictable for new users, while creating an even more attractive offering and experience for large exist.

Fastly Expands Its Market Reach with Simplified Pricing and Packages

Akamai Technologies

Arista Networks

Though the broader tech sector is still recuperating from last year's downturn, savvy investors will want to focus on a promising, burgeoning field in edge computing. Indeed, this paradigm effectively brings computation and data storage closer to the devices where it's being gathered, significantly enhancing efficiencies.

The 3 Most Promising Edge Computing Stocks to Buy in June 2023

Fastly, Inc. (NYSE:FSLY ) BofA Securities 2023 Global Technology Conference June 8, 2023 2:20 PM ET Company Participants Vernon Essi - Investor Relations Ron Kisling - Chief Financial Officer Unidentified Company Representative So there are only a few people in the room. But there are more people on the webcast.

Fastly, Inc. (FSLY) Presents at BofA Securities 2023 Global Technology Conference (Transcript)

Fastly, Inc. (NYSE:FSLY ) Annual William Blair Growth Stock Conference Call June 6, 2023 5:00 PM ET Company Participants Ron Kisling - Chief Financial Officer Vern Essi - Head of Investor Relations Conference Call Participants Jonathan Ho - William Blair & Company Jonathan Ho Hello, everyone, and thank you for joining us for our Growth Stock Conference in today's session with Fastly. My name is Jonathan Ho, and I'm the cybersecurity analyst for William Blair & Company.

Fastly, Inc. (FSLY) Presents at Annual William Blair Growth Stock Conference (Transcript)

A10 Networks

According to Accenture, edge computing “refers to a range of networks and devices at or near the user.” It allows data to be processed quickly and in larger amounts.

3 Edge Computing Stocks That Could Skyrocket in the Next 12 Months

Fastly, Inc.'s customer base continues to expand, with Google being one of its recent strategic customers. While Fastly's revenue growth rates have stabilized at mid-teen levels, its profitability profile and free cash flow are struggling to gain traction, posing challenges to investor confidence. All that being said, I make the argument that investors that wanted to sell out of Fastly would have already done so. Meaning, that there's apparently an absence of Fastly sellers.

Fastly: Resurging As A Promising Investment Opportunity

Shares of Fastly have resumed a YTD rally that has seen the stock nearly double since the beginning of January. This rally is supported by strong results, as Fastly continues to grow revenue double digits in the wake of a depressed macro environment.

Fastly: Powerful Tailwinds

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), one of the world's fastest global edge cloud platforms, will host its 2023 Investor Day on Thursday, June 22, 2023, beginning at 1:00 p.m. ET. The Investor Day will be held in-person at the New York Stock Exchange and virtually over a live webcast. The event will feature presentations from Todd Nightingale, Fastly's Chief Executive Officer and several other members of the executive leadership team. Date: Thursday, June 22, 2023 Time: 1:.

News for Fastly Stock (FSLY)