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

Appian

Alteryx

Some investors are dipping their toes back into the tech sector.

Why Appian, Fastly, and Alteryx All Jumped Today

Fastly reported a strong start to the year with revenue growing 21% and coming in nearly 4% above expectations. Management raised their FY22 revenue guidance to 16-17%, though non-GAAP operating loss was reiterated.

Fastly: Not So Fast; Still Remaining On The Sidelines

AMC Entertainment

Beyond Meat

Fisker Inc

Marvell Technology

Snap

Teladoc

Sluggish operational performance and deteriorating bottom line are adverse catalysts for these battered stocks. BYND, FSR, and AMC stock should be avoided in the next few months.

7 Battered Growth Stocks to Avoid Even at a Discount

Today, shareholders of FSLY stock are cheering an announcement that Fastly will repurchase senior convertible notes due 2026. The post Fastly (FSLY) Stock Gains 10% on Plans to Repurchase Convertible Notes appeared first on InvestorPlace.

Fastly (FSLY) Stock Gains 10% on Plans to Repurchase Convertible Notes

Fastly (FSLY) announces the acquisition of web coding platform, Glitch to aid customer growth.

Fastly (FSLY) Acquires Web Apps Developer Platform Glitch

The edge computing company announced what looks to be a smart new acquisition.

Here's Why Fastly Is Soaring Today

Fastly, Inc. (NYSE: FSLY) announced it is buying Glitch. This is why.

Why Fastly (FSLY) Is Buying Glitch

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), the world's fastest edge cloud platform, today announced it has acquired Glitch, a developer platform where more than 1.8 million developers innovate, create, and share full-stack web apps without having to run the infrastructure or manage tools themselves. Organizations are gaining significant business advantages by rapidly leveraging the applications their developers have built. As a result, developers need to go from a moment of insp

Fastly Announces Acquisition of Glitch

CrowdStrike

Pubmatic

These stocks are plain-as-day bargains in the beaten-down technology sector.

Tech Wreck 2022: 3 Stocks Down as Much as 90% That Are Screaming Buys

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), the world's fastest global edge cloud network provider, today announced that it has elected to postpone the Investor Day previously scheduled for May 12, 2022. The decision to postpone is the result of the current volatility in the overall markets coupled with the CEO transition announced last week. The postponement is not related to any change in the company's operations or financial results. Fastly will announce a new date for the Inv

Fastly Announces Postponement of Investor Day

SAN FRANCISCO--(BUSINESS WIRE)--Fastly Named a 2022 Gartner® Peer Insights™ Customers' Choice for Global CDN

Fastly Named a 2022 Gartner® Peer Insights™ Customers' Choice for Global CDN

The CDN provider turns in another disappointing earnings report.

Is Fastly Stock a Buy Now?

Although Fastly Inc (NYSE: FSLY) reported a sales beat for the first quarter, its losses were higher than Street expectations. Morgan Stanley On Fastly: Analyst Sanjit Singh maintained an Equal-Weight rating, while reducing the price target from $25 to $18.

4 Fastly Analysts Weigh In On Q1 Earnings As Stock Plunges: 'The Challenge Remains Gross Margins'

Shares of Fastly remain down more than 50% year to date, and down by roughly three-quarters relative to all-time highs. The company is changing its leadership team and replacing its CEO, likely in response to sluggish growth over the past few quarters.

Fastly: A Turnaround Story In The Works

Shares of the cloud software provider were tumbling Thursday on worse-than-expected quarterly numbers. The stock is down 50% for the year.

Fastly Has an Earnings Miss and Is Looking for a New CEO

Fastly, Inc. (NYSE:FSLY ) Q1 2022 Results Conference Call May 4, 2022 5:00 PM ET Company Participants Vern Essi - IR Joshua Bixby - CEO Ron Kisling - CFO Conference Call Participants Frank Louthan - Raymond James Sanjit Singh - Morgan Stanley James Fish - Piper Sandler James Breen - William Blair Charlie Erlikh - Baird Philip Rigby - RBC Nima Rad - D.A. Davidson Fatima Boolani - Citi Tom Blakey - KeyBanc Capital Markets Operator Good afternoon.

Fastly, Inc. (FSLY) CEO Joshua Bixby on Q1 2022 Results - Earnings Call Transcript

Fastly Inc. shares fell in after-hours trading Wednesday following the cloud-software company's posting of a wider-than-expected loss for the quarter, and an announcement that the company was looking for a new chief executive for its next phase of growth.

Earnings Results: Fastly stock slumps following wider-than-expected loss, announcement of CEO search

SAN FRANCISCO--(BUSINESS WIRE)--Fastly Announces First Quarter 2022 Financial Results

Fastly Announces First Quarter 2022 Financial Results

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), the world's fastest global edge cloud network provider, today announced that the Board of Directors has initiated a search to identify the next CEO to lead the company through its next phase of growth. Once a successor is appointed, current Chief Executive Officer Joshua Bixby will step down as CEO and from the Fastly Board of Directors. “I am incredibly proud of what we've accomplished during my time at Fastly. We've expanded our platf

Fastly Announces Leadership Transition and Succession Plan

Cloud computing company Fastly, Inc. (NYSE:FSLY) steps into the earnings confessional after the market closes on Wednesday, May 4.

Will the Fourth Be With Fastly Stock?

Fastly (FSLY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Fastly (FSLY) Q1 Earnings Expected to Decline

The average of price targets set by Wall Street analysts indicates a potential upside of 187.4% in Fastly (FSLY). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts Predict an 187% Upside in Fastly (FSLY): Here's What You Should Know

Good things could be on the horizon when a stock surpasses the 50-Day simple moving average. How should investors react?

Fastly (FSLY) Just Reclaimed the 50-Day Moving Average

SAN FRANCISCO--(BUSINESS WIRE)--Fastly to Host Investor Day on May 12, 2022

Fastly to Host Investor Day on May 12, 2022

In step with the broader tech sector, cloud computing stock Fastly Inc (FSLY) has been underperforming on the charts, down 45.6% since the start of 2022.

News for Fastly Stock (FSLY)