Fastly Inc
NYSE:FSLY

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Fastly Inc
NYSE:FSLY
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Price: 25.52 USD -6.96% Market Closed
Market Cap: $3.9B

Fastly Inc
Investor Relations

Fastly Inc., founded in 2011 by Artur Bergman, emerged as a revolutionary player in the digital infrastructure world with a vision to transform how content is delivered over the internet. Operating as an edge cloud platform provider, Fastly specializes in speeding up and securing web applications by bringing data closer to end-users. Imagine a vast network of strategically located servers; Fastly's edge cloud platform is precisely that. These servers, known as Points of Presence (PoPs), are distributed around the globe, allowing companies to cache data closer to their users. This method dramatically reduces latency, which in turn enhances user experiences. As users demand instantaneous interaction with online content and services, Fastly positions itself as a vital cog in meeting these modern internet expectations.

The company's core revenue streams come from its subscription-based model, which charges businesses according to their data usage, bandwidth, and the specific services utilized. Fastly's clientele ranges from digital disruptors like Spotify and Pinterest to established giants like the New York Times. By providing this essential infrastructure, Fastly enables these organizations to handle large volumes of real-time data quickly and securely, enhancing speed and reliability for the end-user. Fastly's other array of value-added services, such as video optimization and robust security features, further solidify its market position, enabling companies to focus on their core competencies while outsourcing the complexities of edge computing to a trusted partner. In essence, Fastly's financial success is interwoven with its clients' ability to deliver engaging and seamless digital experiences.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 11, 2026
AI Summary
Q4 2025

Record Revenue: Fastly reported Q4 revenue of $172.6 million, up 23% year-over-year, marking its highest ever and exceeding guidance.

Profitability Milestone: The company achieved its first profitable fiscal year, with Q4 net profit of $20.1 million and full-year net profit of $19.7 million.

Margin Expansion: Gross margin reached a record 64% in Q4, up 650 basis points year-over-year, and operating margin hit 12.3%.

Security Growth: Security revenue grew 32% year-over-year in Q4, now representing 21% of total revenue.

Robust Guidance: 2026 revenue is guided to $700–720 million (14% growth), with gross margin expected at 63% and free cash flow of $40–50 million.

AI Tailwinds: Management cited increasing AI and agentic traffic as a significant growth driver, with new AI-focused product launches and customer demand.

CapEx Plans: Infrastructure capital spending is set to rise to 10–12% of revenue in 2026, up from 5% in 2025, to support growth and address supply chain constraints.

Customer Diversification: Top 10 customers accounted for 34% of Q4 revenue, but growth was strong both in and outside the top cohort.

Key Financials
Revenue
$172.6 million
Annual Revenue
$624 million
Gross Margin
64%
Operating Margin
12.3%
Operating Income
$21.2 million
Net Profit
$20.1 million (Q4); $19.7 million (full year)
EPS
$0.12 (Q4 diluted); $0.13 (full year diluted)
Adjusted EBITDA
$35 million (Q4); $77.4 million (full year)
Free Cash Flow
$8.6 million (Q4); $45.8 million (full year)
Cash & Investments
$362 million
Network Services Revenue
$130.8 million (Q4)
Security Revenue
$35.4 million (Q4)
Other Products Revenue
$6.4 million (Q4)
Top 10 Customers as % of Revenue
34%
Customer Count
3,092
Net Retention Rate (LTM)
110%
Annual Revenue Retention Rate
98.7% (2025)
Remaining Performance Obligations (RPO)
$353.8 million
Infrastructure CapEx as % of Revenue
8% (Q4); 9% (full year 2025)
Earnings Call Recording
Other Earnings Calls

Management

Mr. Todd Nightingale
CEO & Director
No Bio Available
Mr. Artur Bergman
Co-Founder, Chief Technology Officer & Director
No Bio Available
Mr. Ronald W. Kisling
Chief Financial Officer
No Bio Available
Mr. Vernon P. Essi Jr.
Head of IR
No Bio Available
Ms. Karen Greenstein
General Counsel
No Bio Available
Mr. Peter Alexander
Chief Marketing Officer
No Bio Available
Ms. Puja Jaspal
Chief People Officer
No Bio Available
Mr. Nicholas Rockwell
Executive Vice President of Strategy & Operations
No Bio Available
Ms. Kim Ogletree
Chief Customer Officer
No Bio Available
Ms. Lakshmi Sharma
Chief Product & Strategy Officer
No Bio Available

Contacts

Address
CALIFORNIA
San Francisco
475 Brannan St. #300
Contacts
+14155253481.0
www.fastly.com
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