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

Fastly operates an innovative content delivery, compute and security edge platform. Edge computing is an emerging trend in computing and poised to grow for years to come. Hence, the fundamentals of the business are solid.

Fastly: The More It Drops, The More I Add

The highflier is still far too expensive after the stock was cut in half.

It's Time to Admit That Fastly Stock Is Drastically Overvalued

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Zoom Video

Some of the year's fastest-growing stocks such as Fastly, Square and Zoom, became a little bit more affordable this week in the midst of a broader selloff.

Some of the year's best performing tech stocks got pushed down this week

Share of the edge-computing company are down 54% from levels seen earlier this month.

Why Fastly Stock Fell Again Today

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY) today updated its shareholder letter issued on October 28, 2020. The prior shareholder letter stated that Fastly's acquisition of Signal Sciences would contribute approximately $8 million of revenue in the fourth quarter of 2020. This represents the deferred revenue that Signal Sciences expected to recognize in the fourth quarter, but does not reflect purchase price accounting adjustments from the acquisition. These adjustments could mat

Fastly Announces Update to Q3 2020 Shareholder Letter

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For gains technology like the iPhone delivered in the past decade, look to tech stocks like JD.Com stock and Nvidia stock for future growth. The post 8 Tech Stocks Of Tomorrow Investors Should Buy Today appeared first on InvestorPlace.

8 Tech Stocks Of Tomorrow Investors Should Buy Today

Fastly had preannounced a revenue miss but the earnings call was still disappointing in our view. The business is growing quickly, but the valuation multiple implies the cash-efficient economics of a software company, which Fastly lacks.

Fastly Q3 Earnings Review - We Remain At Neutral On Business Model Concerns

The edge-computing company is now down nearly 50% from its 52-week high.

Why Fastly Stock Fell 7% on Thursday

Fastly's (FSLY) third-quarter 2020 results reflect an expanding customer base. However, lower TikTok traffic hurts top-line growth and prospect.

Fastly (FSLY) Q3 Earnings Miss, Revenues Match Estimates

It looks like Fastly is finally losing TikTok. This is bad news, but it is still a one-time event unrelated to the company and already reflected on expectations.

Fastly: The Bull Case Gets Stronger

SAN FRANCISCO--(BUSINESS WIRE)--Fastly ignites developer innovation on Compute@Edge with extensive tooling, scalability, and performance

Fastly Ignites Developer Innovation on Compute@Edge with Extensive Tooling, Scalability, and Performance

Fastly, Inc. (FSLY) CEO Joshua Bixby on Q3 2020 Results - Earnings Call Transcript

SAN FRANCISCO--(BUSINESS WIRE)--Fastly announces third quarter 2020 financial results

Fastly Announces Third Quarter 2020 Financial Results

Edge computing specialist Fastly was a big beneficiary from the pandemic's push to online services, but Fastly stock has sunk in October. The post Wait Until Q3 Earnings Aftermath to Buy Fastly Stock appeared first on InvestorPlace.

Wait Until Q3 Earnings Aftermath to Buy Fastly Stock

The beat-down that FSLY stock took on a small sales revision was overblown. This is another opportunity to buy it on weakness.

Fastly Stock Will Find Its Footing and Get Back to Its Winning Ways

In front of Wednesday night's earnings and a growth narrative now on ice, Fastly stock investors have little incentive to buy shares The post Don't Expect Earnings to Save Fastly Stock appeared first on InvestorPlace. More From InvestorPlace Why Everyone Is Investing in 5G All WRONG Top Stock Picker Reveals His Next 1,000% Winner Radical New Battery Could Dismantle Oil Markets Revolutionary Tech Behind 5G Rollout Is Being Pioneered By This 1 Company Daily Picks: Stocks to Buy Ahead of the Election

Don't Expect Earnings to Save Fastly Stock

Some people say Fastly's growth story is broken; others say that Fastly stock should be bought on weakness. The post After Fastly Stock Crashed, Tread Carefully With the Shares appeared first on InvestorPlace.

After Fastly Stock Crashed, Tread Carefully With the Shares

Moderna

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Sometimes a knee-jerk reaction can go a bit too far.

I Almost Never Buy the Dip, But Here's Why I Just Doubled Down on Fastly Stock.

After announcing worse-than-expected preliminary third-quarter revenue, there's a lot of uncertainty going into the tech company's third-quarter report.

Fastly Earnings: What to Watch

Nutanix

These 3 cloud stocks have risen too far, too fast, and could be subject to significant pullback anytime due to their valuation risks. The post 3 Cloud Stocks on the Verge of a Dot-Com Bust appeared first on InvestorPlace.

3 Cloud Stocks on the Verge of a Dot-Com Bust

NEW YORK, Oct. 26, 2020 /PRNewswire/ -- Bernstein Liebhard, a nationally acclaimed investor rights law firm, reminds investors of the deadline to file a lead plaintiff motion in a securities class action that has been filed on behalf of investors that purchased or acquired the securities...

FSLY INVESTOR FILING DEADLINE: Bernstein Liebhard LLP Reminds Investors of the Deadline to File a Lead Plaintiff Motion in a Securities Class Action Lawsuit Against Fastly, Inc.

New York, New York--(Newsfile Corp. - October 26, 2020) - Bronstein, Gewirtz & Grossman, LLC notifies investors that a class action lawsuit has been filed against Fastly, Inc. ("Fastly" or "the Company") (NYSE: FSLY) and certain of its officers, on behalf of shareholders who purchased or otherwise acquired Fastly securities between May 6, 2020 and August 5, 2020, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting...

FSLY Deadline: Bronstein, Gewirtz & Grossman, LLC Reminds Fastly, Inc. Investors of Class Action and Lead Plaintiff Deadline: October 26, 2020

New York, New York--(Newsfile Corp. - October 26, 2020) - The Klein Law Firm announces that a class action complaint has been filed on behalf of shareholders of Fastly, Inc. (NYSE: FSLY) alleging that the Company violated federal securities laws.Class Period: May 6, 2020 and August 5, 2020Lead Plaintiff Deadline: October 26, 2020Learn more about your recoverable losses in FSLY:

FSLY ALERT: The Klein Law Firm Announces a Lead Plaintiff Deadline of October 26, 2020 in the Class Action Filed on Behalf of Fastly, Inc. Limited Shareholders

Los Angeles, California--(Newsfile Corp. - October 26, 2020) - The Schall Law Firm, a national shareholder rights litigation firm, announces the filing of a class action lawsuit against Fastly, Inc. (NYSE: FSLY) ("Fastly" or "the Company") for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.Investors who purchased the Company's securities between May 6, 2020 and August 5, 2020,...

DEADLINE TODAY: The Schall Law Firm Announces the Filing of a Class Action Lawsuit Against Fastly, Inc. and Encourages Investors with Losses in Excess of $100,000 to Contact the Firm

News for Fastly Stock (FSLY)