Fastly Inc
NYSE:FSLY

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Fastly Inc
NYSE:FSLY
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Price: 10.645 USD -7.6% Market Closed
Market Cap: 1.6B USD

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
Q3 2025
Call Date
Nov 5, 2025
AI Summary
Q3 2025

Revenue Beat: Fastly's Q3 revenue reached $158.2 million, above the high end of guidance and a record high for the company.

Profitability: Operating income hit $11.6 million, far exceeding the $1 million midpoint guidance.

Gross Margin Surge: Gross margin was 62.8%, up 380 basis points sequentially, also topping guidance.

Free Cash Flow: Fastly generated record free cash flow of $18.1 million in Q3.

Full-Year Guidance Raised: The company lifted its 2025 guidance for revenue ($610–614 million), profitability, and free cash flow.

Security Growth: Security revenue grew 30% year-over-year to $34 million, now making up 21% of total revenue.

Strong Customer Expansion: Cross-sell and upsell motions drove growth, including a major multiproduct win with a top-10 customer.

Seasonality & Outlook: Q4 guidance reflects prudent expectations after a strong Q3, with revenue expected between $159–163 million.

Key Financials
Revenue
$158.2 million
Gross Margin
62.8%
Operating Income
$11.6 million
Net Profit
$11.1 million
EPS
$0.07 per diluted share
Free Cash Flow
$18.1 million
Security Revenue
$34 million
Network Services Revenue
$118.8 million
Other Products Revenue
$5.4 million
Net Retention Rate
106%
RPO (Remaining Performance Obligation)
$268 million
Operating Expenses
$87.7 million
Adjusted EBITDA
$25.7 million
Cash & Investments
$343 million
Cash Flow from Operations
$28.9 million
Cash Capital Expenditures
9% of revenue
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