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

EPS estimates are imploding faster than the stock, so be careful bottom fishing here

Bear of the Day: Fastly (FSLY)

The company is confident it will provide shareholders significant value over the long haul.

Why Fastly Management Is Optimistic About Its Future

The edge-computing stock has now recovered all of its post-earnings decline.

Why Fastly Stock Is Up Sharply on Monday

SAN FRANCISCO--(BUSINESS WIRE)--Fastly to Present at Oppenheimer 24th Annual Technology, Internet, & Communications Conference

Fastly to Present at Oppenheimer 24th Annual Technology, Internet, & Communications Conference

Apple

Advanced Micro Devices

Eli Lilly

Block

Vaxart

Walgreens

Major benchmarks kicked off the month of August this week, and with it came bouts of volatility.

Volatility Plagues Wall Street During First Week of August

Poor performance in the second quarter sent the share price reeling.

Why Fastly Stock Is Falling This Week

Shares are down more than 60% from recent highs.

Is Fastly Stock a Buy After Cratering?

AMC Entertainment

DraftKings

Moderna

DraftKings, Fastly, AMC Entertainment and Moderna were our top stock trades for Friday. Let's look at how the charts are setting up now.

4 Top Stock Trades for Friday: DKNG, FSLY, AMC, MRNA

A loss of a major customer sent investors scurrying for the exits.

Here's Why Fastly Stock Plunged Today

Fastly Inc  (NYSE:FSLY) is one of the worst stocks on the New York Stock Exchange today, down 21.3% at $35.05 at last check.

Analysts Slam Plummeting Fastly Stock with Bear Notes

A global internet outage on June 8 caused by a bug in Fastly's content delivery network weighed on results as some customers left the platform.

Fastly plunges 22% after its June internet outage weighs on 2nd-quarter earnings and leads to lowered guidance

Fastly, Inc. (FSLY) CEO Joshua Bixby on Q2 2021 Results - Earnings Call Transcript

Fastly (FSLY) delivered earnings and revenue surprises of 11.76% and -1.14%, respectively, for the quarter ended June 2021. Do the numbers hold clues to what lies ahead for the stock?

Fastly (FSLY) Reports Q2 Loss, Misses Revenue Estimates

Cloud platform company Fastly Inc (NYSE: FSLY) reported second-quarter financial results including a discussion on an outage in June and what's to come for the company. What Happened: Revenue of $85 million for Fastly was up 14% year-over-year.

Why Did Fastly Shares Fall 20% After Earnings?

Fastly Inc. stock plunged after its earnings report Wednesday, which is getting to be a habit.

Earnings Results: Fastly stock plummets after earnings again; June outage said to have lasting effects

Certain organizations delayed their deployments on Fastly's infrastructure to speed up the delivery of content, plus there was a major outage in the quarter.

Fastly stock plummets after major outage dragged down Q2 revenue

Shares of Fastly (NYSE:FSLY) decreased in after-market trading after the company reported Q2 results. Quarterly Results Earnings per share fell 850.00% over the past year to ($0.15), which beat the estimate of ($0.17).

Fastly: Q2 Earnings Insights

SAN FRANCISCO--(BUSINESS WIRE)--Fastly Announces Second Quarter 2021 Financial Results

Fastly Announces Second Quarter 2021 Financial Results

Shares are trading lower ahead of earnings.

Why Fastly Stock Is Down Today

Cloudflare

Cloudflare is a good business with great potential, and its stock price has rocketed up recently reflecting that potential. Fastly is a less good business with, in our view, less potential. Its stock price has cratered of late, as growth has slowed and cash flow worsened.

Cloudflare Vs. Fastly Stock:  Which Is The Better Buy?

Can the growth stock finally make a comeback?

Fastly Earnings Today: What to Watch

The cloud-computing company's share price is declining ahead of its earnings report.

Why Fastly Stock Fell on Tuesday

Electronic Arts

MGM Resorts

Uber

Earnings reports released Tuesday morning were again overwhelmingly positive, with the vast majority of companies reporting profits that beat consensus estimates.

Earnings Previews: Electronic Arts, MGM Resorts, Uber and More

Digital Turbine

Spotify

Tencent Holdings Limited

Is the volatility from earnings season creating buying opportunities?

4 Stocks to Diversify Your Portfolio in August

Fastly's (FSLY) second-quarter 2021 results are expected to benefit from higher bandwidth usage and an expanding clientele.

News for Fastly Stock (FSLY)