Fastly, Inc.
NYSE•FSLY
執行長: Mr. Todd Nightingale
板塊: Technology
行業: 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.
聯絡資訊
市值
$3.10B
本益比 (TTM)
-25.3
36.1
股息率
--
52周最高
$21.75
52周最低
$4.65
52周範圍
排名47Top 61.9%
3.4
F-Score
改良版 Piotroski 分析
基於 8 年期基本面
疲弱 • 3.4 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2018-2025
財務儀表板
Q4 2025 數據
營業收入
$172.61M+0.00%
近4季度走勢
每股收益
-$0.10+0.00%
近4季度走勢
自由現金流
$12.24M+0.00%
近4季度走勢
2025 Annual 財報亮點
核心亮點
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.
關注風險
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.
未來展望
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.
同行對比
營業收入 (TTM)
$4.70B
$2.73B
$2.05B
毛利率 (最新季度)
95.6%
84.1%
77.7%
關鍵指標
股票代碼 | 市值 | 本益比 (TTM) | 股東權益報酬率 (TTM) | 負債率 |
|---|---|---|---|---|
| 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% |
長期趨勢
近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
6.1%
穩定增長
4季度淨利複合增長率
N/M
盈利狀態轉變
現金流穩定性
100%
現金流表現優異
深度研究
下次財報:2026年5月5日
每股收益:-
|營業收入:-
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