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

Fastly just reported earnings, and the stock price is down. Is this a buying opportunity?

My Take: Is This a Buying Opportunity for Fastly?

Twilio

Profits didn't matter in 2020. That may be changing.

Profitless Growth Stocks Are Losing Their Shine

While headiness from major financial media like Barron's and TheStreet read that Fastly missed guidance, the company in fact raised full year guidance.

Fastly Raises, Shows Largest Customer Growth Ever - Wall Street Doesn't Care

Alphabet

Cathie Wood-led Ark Investment Management nearly halved the Apple Inc (NASDAQ: AAPL) stake in the ARK Fintech Innovation ETF (NYSE: ARKF) on Thursday. ARKF shed 298,505 Apple shares, worth about $38.73 million, as of the day's close, and continues to hold 292,435 shares.

Cathie Wood Slashes Apple Stake To Half — Also Trims Google, Fastly: What You Need To Know

A combination of weak guidance and a surprise CFO exit sank the stock.

Why Fastly Stock Plunged Today

Shares of FSLY stock are falling hard on Thursday after the company reported its first-quarter earnings for fiscal year 2021. The post FSLY Stock Alert: Why Cloud Software Play Fastly Is Crashing Today appeared first on InvestorPlace.

FSLY Stock Alert: Why Cloud Software Play Fastly Is Crashing Today

Moderna

Uber

When great results aren't enough for investors, stocks suffer.

Moderna Weighs Down the Stock Market; Uber, Fastly Fall

Fastly Inc (NYSE: FSLY) is trading significantly lower on Thursday morning after the company announced its CFO is stepping down and issued weak second-quarter guidance.  What Happened: Fastly announced its first-quarter financial results on Wednesday after market close.

Why Is Fastly's Stock Plummeting Today?

The stock price of Fastly Inc (NYSE: FSLY) decreased 18.27% (from $58.06 to $47.45) pre-market. This is why it happened.

FSLY Stock: 18.27% Decrease (From $58.06 To $47.45) Pre-Market Explanation

Fastly, Inc. (FSLY) CEO Joshua Bixby on Q1 2021 Results - Earnings Call Transcript

Fastly (FSLY) delivered earnings and revenue surprises of -9.09% and -0.34%, respectively, for the quarter ended March 2021. Do the numbers hold clues to what lies ahead for the stock?

Fastly (FSLY) Reports Q1 Loss, Misses Revenue Estimates

A C-suite shake-up and an earnings release made for a busy day for the edge-computing company.

Why Fastly Stock Fell During and After Trading Hours on Wednesday

Fastly Inc.'s stock dropped in the extended session Wednesday after the cloud-based online content-services company reported a quarterly loss and outlook short of Wall Street expectations and announced the departure of its financial chief.

Fastly loss wider than Street expects, outlook short, CFO to leave; stock drops

SAN FRANCISCO--(BUSINESS WIRE)--Fastly announces first quarter 2021 financial results.

Fastly Announces First Quarter 2021 Financial Results

SAN FRANCISCO--(BUSINESS WIRE)--Fastly announces CFO transition

Fastly Announces CFO Transition

Zoom Video

Block

The three stocks were beaten down along with other growth stocks. Here's what's going on.

Why Zoom Video, Fastly, and Square Stocks All Fell Sharply Today

Fastly Inc (NYSE: FSLY) is expected to report first-quarter 2021 earnings after the closing bell on Wednesday and some options traders are expecting a bearish reaction.   When the cloud computing services company reported fourth-quarter earnings Feb. 17, its revenues had grown 45% year-over-year to $291 million.

Fastly Options Traders Are Expecting Another Earnings Sell-Off

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

Fastly (FSLY) Set to Report Q1 Earnings: What to Expect?

FSLY stock is out of favor with Wall Street, down about 50% from its highs. Let's look at why it's a mistake to discard Fastly right now.

Buy Fastly Stock When No One Wants to Own It

Microsoft

Pinterest

Investors often sell mega-cap stocks for the wrong reasons. Earnings is a time to sift through their rubble for great opportunities.

3 Strong Mega-Cap Stocks to Buy this Earnings Season

FSLY stock is down 43% from its February highs amid fears reopening will impact CDNs, but the industry's growth isn't projected to slow down. The post Fastly's Long-Term Growth Prospects Remain Intact appeared first on InvestorPlace.

Fastly's Long-Term Growth Prospects Remain Intact

SAN FRANCISCO--(BUSINESS WIRE)--Fastly ships its first product built in Compute@Edge, unlocking significant development efficiencies and valuable customer benefits.

Fastly Ships Its First Product Built in Compute@Edge, Unlocking Significant Development Efficiencies and Valuable Customer Benefits

Teladoc

Bargains are available on great companies, even with the broader market near an all-time high.

Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs

SAN FRANCISCO--(BUSINESS WIRE)--Fastly expands WebAssembly investment in support of a secure-by-default software ecosystem.

Fastly Expands WebAssembly Investment in Support of a Secure-by-Default Software Ecosystem

SAN DIEGO--(BUSINESS WIRE)-- #FSLYstock--The suit alleges defendants issued false statements concerning Fastly business and prospects, resulting in its stock trading at inflated prices.

News for Fastly Stock (FSLY)