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

Morgan Stanley

Fastly, Inc. (FSLY) CEO Joshua Bixby Presents at Morgan Stanley 2021 Technology, Media and Telecom Conference (Transcript)

Fastly stock is down 26% since its fourth quarter report showed year-on-year revenue growth of 51%. When fashions change no one is safe.

As Fastly Stock Stumbles It Presents a Buying Opportunity

Microsoft

ServiceNow

Electronic Arts

Fluent Inc

Palo Alto Networks

Twitter

Most tech stocks have fallen out of favor recently as investors seek value over growth. The post 9 Tech Stocks To Invest in From the Bargain Bin appeared first on InvestorPlace.

9 Tech Stocks To Invest in From the Bargain Bin

CrowdStrike

Datadog

Palantir Technologies

Snowflake

High-growth tech stocks topped the shopping list for successful money managers in the fourth quarter.

5 Tech Stocks Billionaires Can't Stop Buying

Lam Research

Teladoc

The economy is changing, and these stocks are still a buy after their recent pullbacks.

3 Top Buys After the Recent Tech Stock "Crash"

Lovesac Company

Trupanion

This trio of innovative businesses should mop the floor with the Reddit-rally stocks.

Ignore GameStop and AMC: These Growth Stocks Are Poised to Double

SAN FRANCISCO--(BUSINESS WIRE)--Fastly to present at Morgan Stanley Technology, Media, & Telecom Conference

Fastly to Present at Morgan Stanley Technology, Media, & Telecom Conference

Management communicated underwhelming full-year guidance.

Why Fastly Stock Is Still Too Pricey

Stitch Fix

Twilio

Why Stitch Fix, Twilio, and Fastly Shares Plunged Today

Management provided a lackluster outlook, but bear in mind the high bar that was set last year.

Fastly Forecasts a Slowdown in 2021, but Edge Computing Is Just Getting Started

Ignore the volatility -- the edge computing stock has a bright future ahead of it.

4 Takeaways From Fastly's 2020

Tesla

Successful money managers piled into these fast-paced companies during the fourth quarter.

5 Growth Stocks Billionaires Can't Stop Buying

Lumen Technologies

Cloudflare

You don't need to be perfect to profit from emerging technology trends.

I Started Investing In Edge Computing A Year Ago. Here's What I Learned Along the Way

Adobe

Amazon

Bandwidth

Canada Goose Holdings

Luminar Technologies

Snap

In recent years, the most expensive stocks often have been the biggest winners. If that trend holds, these 8 names should prosper.

The 8 Most Expensive Stocks Worth Buying in 2021

The stock price of Fastly Inc (NYSE: FSLY) fell by 15.45% today. This is why it happened.

FSLY Stock Price Fell 15.45%: Why It Happened

Limelight Networks

Management announced a new strategy after disappointing fourth-quarter results.

Can Limelight Networks Win Against Fastly and Cloudflare?

The shares of Fastly Inc (NYSE:FSLY) are plummeting today, down 11.1% to trade at $84.30 at last check, after the cloud service company's dismal first quarter and 2021 forecast outweighed its quarterly report.

Fastly Stock Falls on Forecast Despite Earnings Beat

Fastly's (FSLY) fourth-quarter 2020 results reflect continued demand for the company's edge platform by both new and existing customers across multiple verticals.

Fastly (FSLY) Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Fastly stock fell early Thursday after the content delivery network's guidance missed Wall Street's target while its net loss for the fourth quarter widened. The company late Wednesday forecast a first-quarter adjusted loss of $0.09 to $0.13 per share compared with expectations of a loss of $0.09 per share, according to Yahoo Finance.

Fastly stock falls as quarterly loss widens and outlook misses Wall Street's expectations

Fastly, Inc. (FSLY) CEO Joshua Bixby on Q4 2020 Results - Earnings Call Transcript

Fastly Inc. FSLY shares fell in the extended session Wednesday after the cloud-based online content-services company's quarterly results topped Wall Street estimates but its outlook didn't. Fastly shares fell 6% after hours, following a 2.8% decline in the regular session to close at $94.85 for a 313% gain over the past 12 months.

Fastly stock drops as results top Street view but outlook doesn't

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), provider of a global edge cloud platform, today announced the appointment of Brett Shirk as Chief Revenue Officer, effective February 22, 2021. Shirk joins Fastly with over 25 years of experience in the cloud and security industry, most recently as Chief Revenue Officer at Rubrik. He will report directly to Fastly CEO Joshua Bixby. In his new role, Shirk will further develop and drive Fastly's global sales and client services strategy a

Fastly Names Brett Shirk as Chief Revenue Officer

SAN FRANCISCO--(BUSINESS WIRE)--Fastly announces fourth quarter and full year 2020 financial results

Fastly Announces Fourth Quarter and Full Year 2020 Financial Results

Fastly's (FSLY) fourth-quarter results are likely to reflect gains from steady demand for its edge computing solutions, partially offset by lower usage of its platform by its largest customer Bytedance, the operator of TikTok.

Fastly (FSLY) to Report Q4 Earnings: What's in the Cards?

The market will be watching closely when this tech company reports earnings on Feb. 17.

News for Fastly Stock (FSLY)