Fastly Stock Declines 27% YTD: Should You Buy, Sell or Hold?
FSLY faces slow revenue growth and retention challenges but aims to rebound with AI-driven solutions, enhancing its competitive edge.
Fastly, Inc. (FSLY) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Fastly, Inc. (NYSE:FSLY ) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2025 7:50 PM ET Company Participants Ronald Kisling - Chief Financial Officer Kip Compton - Chief Product Officer Conference Call Participants Question-and-Answer Session Q - Unidentified Analyst Let me just go through some disclosures for important disclosures. Please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures.
Fastly (FSLY) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Fastly (FSLY) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Fastly: Customer Churn Remains A Major Risk
Fastly slid ~20% after reporting abysmal Q4 results, with revenue barely growing and profitability declining. Declining net revenue retention rates and customer churn are critical issues, undermining Fastly's "land and expand" business model. Despite secular tailwinds in internet usage, Fastly's sales missteps are causing customers to shift traffic away.
Why Fastly Stock Is Plummeting Today
Fastly (FSLY -21.40%) stock is sinking rapidly in Thursday's trading. The edge-computing specialist's share price was down 22.1% as of noon ET despite the S&P 500 index being up 0.5% and the Nasdaq Composite being up 0.8% at the same time.
Fastly, Inc. (FSLY) Q4 2024 Earnings Call Transcript
Fastly, Inc. (NYSE:FSLY ) Q4 2024 Earnings Conference Call February 12, 2025 4:30 PM ET Company Participants Vernon Essi - Investor Relations Todd Nightingale - Chief Executive Officer Ronald Kisling - Chief Financial Officer Conference Call Participants Frank Louthan - Raymond James & Associates, Inc. Rudy Kessinger - D.A. Davidson & Co. Sanjit Singh - Morgan Stanley Madeline Brooks - Bank of America Merrill Lynch Jeff Van Rhee - Craig-Hallum Capital Group Christopher Fountain - RBC Capital Markets LLC Quinton Gabrielli - Piper Sandler & Co. Operator Good afternoon.
Cloud Stock Ripe For Post-Earnings Rally
Shares of Fastly (FSLY) are down 2% at $9.85 at last check, trading at multi-week lows ahead of its fourth-quarter earnings release. Due out after the close today, Feb. 12, analysts are anticipating a breakeven result.
Countdown to Fastly (FSLY) Q4 Earnings: Wall Street Forecasts for Key Metrics
Beyond analysts' top -and-bottom-line estimates for Fastly (FSLY), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2024.
Fastly Stock Rises 30% in 3 Months: Is This Ideal Time to Buy?
FSLY drives growth through product innovation, customer network expansion, partnerships and robust demand for its cloud platform.
Fastly: The Tide Is Turning (Rating Upgrade)
Fastly's profitability struggles in FY 2024 have led to a 40% price drop in the last year. Despite a recent price correction, FSLY is seeing favorable operating expense and gross margin trends. The Company could be set to achieve a milestone in FY 2025, which is free cash flow profitability.
Fastly Rises 69% in a Month: Should You Buy, Sell or Hold the Stock?
FSLY thrives on product innovation and a growing customer base. However, slow customer retention is a key challenge.
3 Beaten-Down Small Caps Building Momentum for a 2025 Rally
Beaten-down stocks can, at first glance, look like an opportunity to buy in at a cheap price. However, stocks usually have a reason to be down significantly.
