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

Microsoft

The metaverse could be an up to $30 trillion opportunity, but not every company will be a winner.

2 Metaverse Stocks to Buy Hand Over Fist and 1 to Avoid Like the Plague

Fastly Inc. (FSLY) CEO Joshua Bixby on Morgan Stanley Technology, Media and Telecom Conference 2022 (Transcript)

Pinterest

Block

Skepticism toward growth stocks persists as Wall Street is on edge amid the Russia and Ukraine tension and potential interest rake hikes.

Why Shares of Pinterest, Fastly, and Block Slipped on Thursday

This company is growing much more slowly than investors expected.

Why Fastly Stock Tanked 35.1% in February

SAN FRANCISCO--(BUSINESS WIRE)--Fastly Accelerates Edge Adoption with New Compute@Edge Partner Ecosystem

Fastly Accelerates Edge Adoption with New Compute@Edge Partner Ecosystem

SAN FRANCISCO--(BUSINESS WIRE)--Fastly to Present at the Morgan Stanley Technology, Media, and Telecom Conference

Fastly to Present at the Morgan Stanley Technology, Media, and Telecom Conference

Apple

NVIDIA

Some investors are exiting the market as the conflict in Europe escalates.

Why Nvidia, Apple, and Fastly Stocks Are All Falling Today

Lemonade

These tech stocks are falling along with the broader market.

Why Lemonade, Fastly, and Block Are Falling Today

Fastly (FSLY) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Here's Why Fastly (FSLY) is Poised for a Turnaround After Losing 28.6% in 4 Weeks

Anaplan Inc

Our theme of Mid-Cap Software Stocks - which includes software players that have a market cap of between $2 billion and $10 billion, and have grown their revenues by at least 50% over the last two years, has underperformed considerably.

Fastly, Anaplan: Smaller Software Stocks Have Taken A Beating. Time To Buy?

Roblox

The CE100 slipped by 3.31% last week with players such as Fastly and Roblox losing more than a quarter of their stock value. In this week's update, PYMNTS takes an assessment of the forces driving the shifts in the index and what's to come.

CE100™ Index Slips 3.31% as Fastly, Roblox Lose Ground

Shares of Fastly have cratered nearly 50% since the start of the year.

Fastly: This Is Not A Lost Cause

Investors are still reacting to the company's discouraging 2022 guidance.

Why Fastly Stock Fell Again Today Despite an Analyst Upgrade

Raymond James upgraded Fastly Inc (NYSE: FSLY), noting shares overreacted to management's recently issued 2022 revenue guidance. Analyst Frank Louthan raised his rating to Strong Buy from Outperform.

Raymond James Turns Bullish On Fastly, Cites Recent Pullback As 'Overreaction'

The cloud computing services provider is no longer growing "fastly."

4 Red Flags for Fastly's Future

The Fastly Inc (NYSE: FSLY) stock is trending today. This is why.

Fastly (FSLY) Stock: Why Its Trending Today

Autodesk

QUALCOMM

Unity Software

Here is a list of eight metaverse stocks in the digital space to purchase if you are interested in investing in the future of technology. The post 8 Metaverse Stocks to Buy to Become a Virtual Millionaire appeared first on InvestorPlace.

8 Metaverse Stocks to Buy to Become a Virtual Millionaire

Relatively underwhelming earnings and weak forward guidance have investors on edge when it comes to FSLY stock today. The post Is FSLY Stock a Buy Right Now?

Is FSLY Stock a Buy Right Now? 3 Analysts Weigh In on Fastly Price Predictions.

Fastly reported strong Q4 results but its future outlook disappointed shareholders.

Fastly shares tanked 30% on disappointing full-year guidance

Fastly Inc (NYSE: FSLY) is down more than 30% in the stock market on Thursday after the cloud company reported market-beating results for its fiscal Q4 but gave dovish guidance for full-year revenue. Important points in the Q4 report Fastly lost $57.5 million in the fourth quarter.

Fastly stock is down 30% on Thursday: this is why

Upstart Holdings

While investors are on edge from headlines, negative reactions to strong earnings bring opportunities to find stock to buy on dips. The post 3 Stocks to Buy While Markets Deal With an Enemy Fed appeared first on InvestorPlace.

3 Stocks to Buy While Markets Deal With an Enemy Fed

Fastly (FSLY) stock is falling hard on Thursday following the release of the company's earnings report for the fourth quarter of 2021. The post What's Going on With Fastly?

What's Going on With Fastly? Why Is FSLY Stock Dropping Today?

The edge computing platform operator seems to have disappointed investors.

Here's Why Fastly Is Plunging by Another 30% Today

Amplitude

Here's where investors are losing confidence.

Why These 2 Cloud Stocks Are Getting Pummeled Thursday

The content delivery network operator saw its shares tumble 26% in late trading after its outlook disappointed investors.

News for Fastly Stock (FSLY)