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Fastly, Inc.

NYSE•FSLY
CEO: Mr. Todd Nightingale
Sector: Technology
Industry: Software - Application
Listing Date: 2019-05-17
Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. The company offers network services to speed up and optimize the delivery of web and application traffic; device detection and geolocation; content delivery network, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, programmatic control, content compression, reliability features, fanout, domainr, privacy, and modern protocols and performance services; and video/ streaming solutions and services, including live streaming, video on demand, and media shield. It also provides security solutions, such as DDoS protection, next-gen WAF, bot management, API and ATO protection, advanced rate limiting, and compliance services; load balancing; image optimization; transport layer security (TLS), platform TLS, and certainly; and origin connect. It serves customers operating in digital publishing, media and entertainment, technology, online education, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
Contact Information
475 Brannan Street, Suite 300, San Francisco, CA, 94107, United States
844-432-7859
www.fastly.com
Market Cap
$3.83B
P/E (TTM)
-31.1
34.1
Dividend Yield
--
52W High
$27.59
52W Low
$4.65
52W Range
90%
Rank47Top 61.9%
3.4
F-Score
Modified Piotroski Analysis
Based on 8-year fundamentals
Weak • 3.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2018-2025

Financial Dashboard

Q4 2025 Data

Revenue

$172.61M+0.00%
4-Quarter Trend

EPS

-$0.10+0.00%
4-Quarter Trend

FCF

$12.24M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Revenue Growth Strong Total revenue reached $624.0M in 2025, marking a 15% increase driven by platform adoption.
Gross Margin Expansion Gross margin improved 3% to 57% in 2025, as revenue growth outpaced network cost increases.
Customer Retention High Last-Twelve Months Net Retention Rate stood at 110.1% for 2025, showing strong existing customer usage.
Backlog RPO Increased Remaining Performance Obligations grew substantially to $353.8M as of December 31, 2025, up from $244.4M.

Risk Factors

Continued Operating Losses Incurred net loss of $(121.7)M in 2025; profitability requires sustained revenue growth and cost management.
Platform Performance Vulnerability Platform failure from defects, outages, or security issues could cause customer loss and warranty claims.
Customer Concentration Risk Top 10 customers represent 32% of trailing revenue; loss of major customer usage harms results.
Intense Market Competition Highly competitive market where rivals possess substantially greater financial and technical resources for sales and R&D.

Outlook

Focus on AI Workloads Platform positioned to capitalize on rising agentic AI consumption driving bulk internet traffic demands.
Expand Global Footprint Plan to scale network internationally to support growing customer base and capture global opportunities.
Enhance Product Innovation Strategy centers on durable innovation, expanding existing lines like Security and incubating newer platform products.
Talent Acquisition Critical Success depends on attracting and retaining highly qualified technical personnel amid intense industry competition.

Peer Comparison

Revenue (TTM)

UPBD stock ticker logoUPBD
$4.70B
+8.7%
TIXT stock ticker logoTIXT
$2.73B
+2.6%
UCTT stock ticker logoUCTT
$2.05B
-2.1%

Gross Margin (Latest Quarter)

OPFI stock ticker logoOPFI
129.3%
+2.5pp
RZLV stock ticker logoRZLV
95.6%
+25.9pp
VMEO stock ticker logoVMEO
77.7%
-1.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
FSLY$3.83B-31.1-12.9%28.7%
UCTT$2.62B-14.4-24.1%46.9%
JAMF$1.75B-42.0-5.5%36.0%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
6.1%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:May 5, 2026
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EPS:-
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Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement
LTM
No Data