Fastly, Inc.
NYSE•FSLY
CEO: Mr. Todd Nightingale
セクター: Technology
業種: Software - Application
上場日: 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.
連絡先情報
時価総額
$3.10B
PER (TTM)
-25.3
36.1
配当利回り
--
52週高値
$21.75
52週安値
$4.65
52週レンジ
順位47Top 61.9%
3.4
F-Score
改良版 Piotroski 分析
8年ファンダメンタル
弱い • 3.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2018-2025
財務ダッシュボード
Q4 2025 データ
売上高
$172.61M+0.00%
直近4四半期の推移
EPS
-$0.10+0.00%
直近4四半期の推移
フリーCF
$12.24M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
$4.70B
$2.73B
$2.05B
粗利益率 (最新四半期)
95.6%
84.1%
77.7%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| FSLY | $3.10B | -25.3 | -12.9% | 28.7% |
| UCTT | $2.54B | -13.9 | -24.1% | 46.9% |
| JAMF | $1.75B | -42.0 | -5.5% | 36.0% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
6.1%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月5日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし