Fastly, Inc.

Fastly, Inc.

FSLY
Fastly, Inc.US flagNASDAQ Global Select
18.55
USD
-0.33
- -
2.90BMarket Cap
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
1.33
1.83
2.93
2.81
3.05
3.55
3.93
3.94
4.25
4.37
Basic EPS, GAAP
-0.41
-0.39
-0.75
-0.93
-1.92
-1.57
-1.03
-1.14
-0.83
-0.69
Free Cash Flow per Basic Share
-0.48
-0.43
-0.68
-0.5
-0.65
-1.08
-0.08
0.04
0.45
0.39
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
-1.46
-1.85
-2.81
-2.78
-4.4
-5.76
-6.48
-7.19
-7.59
-7.59
Tangible Book Value per Share
-1.37
-1.68
3.75
2.94
2.37
1.66
1.92
1.82
1.59
1.9
Basic Weighted Avg Shares
79
79
68
104
116
122
129
138
147
149
Sales/Revenue/Turnover
105
145
200
291
354
433
506
544
624
653
Operating Margin (%)
-29.58
-20.16
-23.22
-36.86
-61.81
-56.9
-38.28
-28.34
-19
-15.98
Depreciation Expense
10
13
17
25
50
64
72
74
78
72
Net Income, GAAP
-32
-31
-52
-96
-223
-191
-133
-158
-122
-103
Effective Tax Rate (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Profit Margin (%)
-30.93
-21.4
-25.72
-32.98
-62.85
-44.09
-26.3
-29.07
-19.5
-15.79
Working Capital
58
86
212
167
493
484
316
336
313
327
LT Debt
23
39
25
60
1,011
782
394
377
367
370
Total Equity
-107
-132
258
1,062
1,014
955
979
965
930
977
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
212
63
28
LT Borrowings
150
323
324
LT Finance Leases
47
44
46
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
149
152
156
Market Capitalization
1,236
1,495
4,343

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
480
507
490
Cash, Cash Equivalents & STI
343
362
330
Accounts Receivable, Net
109
118
130
Inventories
- -
- -
- -
Total Current Liabilities
329
194
163
Payables & Accruals
37
42
65
ST Debt
212
63
28
Deferred Revenue
35
41
47

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
-2.58%
-3.7%
Free Cash Flow
- -
204.78%
1,143.85%
Net Income, GAAP
- -
16.66%
-23.02%
Sales/Revenue/Turnover
- -
16.62%
14.78%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
134
132
137
141
544
2025
144
149
158
173
624
2026
173
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
-0.32
-0.32
-0.27
-0.23
-1.14
2025
-0.27
-0.26
-0.2
-0.1
-0.83
2026
-0.13
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

MCPAPIChat
CEO
Charles Compton
Full Time Employees
1,100
Sector
Technology
Industry
Software - Application
Address
475 Brannan Street San Francisco CA United States of America 94107
IPO Date
May 17, 2019
Website
fastly.com
Business
Fastly, Inc. is a global edge cloud platform provider headquartered in San Francisco, California, founded in 2011. The company specializes in delivering high-performance digital experiences through a comprehensive portfolio of products including a content delivery network (CDN) that accelerates dynamic site delivery and video streaming; cloud security solutions such as web application firewall (WAF), distributed denial-of-service (DDoS) protection, bot mitigation, and origin shielding; and serverless compute capabilities enabling fast, secure code execution at the edge. Fastly’s platform also supports image optimization, live media streaming, multi-CDN optimization via Media Shield, and a unique on-the-fly packaging service for video-on-demand content, serving industries like digital publishing, e-commerce, financial services, and entertainment on a global scale. In the past two years, Fastly has undergone significant strategic and operational changes. Notably, in 2024, the company launched an AI Accelerator to advance platform innovation and introduced three new unified platform products focused on simplifying development and accelerating delivery. Leadership changes include the appointment of Richard Wong as Chief Financial Officer in August 2025 and promotion of Scott R. Lovett to President, Go to Market, to enhance growth and customer acquisition strategies. Additionally, Fastly announced a planned transfer of its stock listing from NYSE to Nasdaq, effective December 2025, aiming to align with a technology-oriented growth market. Financially, the company exhibits steady revenue growth with $140.6 million reported in Q4 2024 and a 15% revenue increase reported for Q3 2025, while focusing on operational efficiencies to reduce losses. Fastly serves a broad customer base, including digital businesses, media companies, online retailers, and organizations requiring robust security and low-latency content delivery across multiple continents. The company emphasizes a usage-based, software-defined network framework designed to enable real-time content delivery, operational resilience, and scalable growth. Its major services support scalable e-commerce platforms, dynamic content delivery, video and streaming workflows, and secure edge computing environments, positioning Fastly as a key enabler of premium digital experiences worldwide. The company continues to develop a unified platform to integrate delivery, security, and compute capabilities to meet evolving digital demands.

Company News

MCPAPIChat
  • Fastly: A 20% Grower Priced Like A Mature CDN

  • Fastly and Skyfire Partner to Enable Trusted Agentic Commerce with Verified Identity at the Edge

  • Fastly and Skyfire Partner to Enable Trusted Agentic Commerce with Verified Identity at the Edge

  • AI Traffic Grew 6.5x Faster Than Human Traffic This Year, Creating New Business Challenges and Opportunities

  • Why Is Fastly (FSLY) Up 2.1% Since Last Earnings Report?

  • Fastly, Inc. (FSLY) Presents at 46th Annual William Blair Growth Stock Conference Transcript

  • Fastly vs. Cloudflare: Which Edge AI Infrastructure Stock Wins?

  • Fastly: Transformation Underway As Margins Rise

  • Fastly's Cross-Sell Strategy Pays Off: More Wallet Share Ahead?

  • Fastly's Compute Revenues Surge: Is AI Demand Powering Growth?

  • Fastly Stock Plunges 42% After Q1 Earnings: Time to Stay Cautious?

  • Fastly's Q1 Revenues Rise 20%: Can Growth Stay Near Record Highs?

  • Fastly (FSLY) Upgraded to Buy: Here's What You Should Know

  • Fastly Q1 Earnings Call Highlights

  • Fastly, Inc.: The Edge Cloud Inflection Nobody Is Pricing Correctly

  • FSLY Q1 Earnings Beat Estimates on Security and Compute Growth

  • Raymond James Just Upgraded Fastly to Outperform: AI Traffic Inflection Powers $23 Price Target

  • Here Are Friday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, Epam Systems, HubSpot, Nike, Shake Shack, Tapestry, Qualcomm, and More

  • Stock Market Today, May 7: Fastly Shares Plunge After Record Q1 Results Fail to Ease Growth Concerns

  • Fastly's Security Revenues Climb 47%: Is Diversification Paying Off?