Fastly, Inc.
NYSE•FSLY
CEO: Mr. Todd Nightingale
板块: Technology
行业: Software - Application
上市日期: 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.
联系方式
市值
$3.10B
市盈率 (TTM)
-25.3
36.1
股息率
--
52周最高
$21.75
52周最低
$4.65
52周范围
排名47Top 61.9%
3.4
F-Score
改良版 Piotroski 分析
基于 8 年期基本面
疲弱 • 3.4 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2018-2025
财务仪表盘
Q4 2025 数据
营业收入
$172.61M+0.00%
近4季度走势
每股收益
-$0.10+0.00%
近4季度走势
自由现金流
$12.24M+0.00%
近4季度走势
2025 Annual 财报亮点
核心亮点
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.
关注风险
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.
前瞻展望
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.
同行对比
营业收入 (TTM)
$4.70B
$2.73B
$2.05B
毛利率 (最新季度)
95.6%
84.1%
77.7%
关键指标
股票代码 | 市值 | 市盈率 (TTM) | 净资产收益率 (TTM) | 负债率 |
|---|---|---|---|---|
| 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% |
长期趋势
近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
6.1%
稳定增长
4季度净利润复合增长率
N/M
盈利状态转变
现金流稳定性
100%
现金流表现优异
深度研究
下次财报:2026年5月5日
每股收益:-
|营业收入:-
财务数据
电话会议
财务报告
新闻
利润表
资产负债表
现金流量表
财务比率
变化率
利润表 | 过去12个月 |
|---|
无数据