The headline numbers for Fastly (FSLY) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Fastly, Inc. (NYSE:FSLY ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Charles Compton - CEO & Director Ronald W. Kisling - Chief Financial Officer Vernon P.
Fastly (FSLY) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.07 per share a year ago.
FSLY expects steady Q2 revenue growth and a narrower loss, though margin pressure and macro risks may weigh.
Fastly (FSLY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
FSLY's enterprise strength and AI-driven edge tools offer promise, but shares lag amid fierce cloud competition.
Fastly's Security segment climbs to 18% of revenues as product upgrades and edge adoption fuel sustained growth.
Fastly tumbles in 2025, but surging product adoption and top-tier cloud partnerships hint at upside.
I'm upgrading Fastly to a neutral rating after the company showcased improving revenue growth trends. Q1 results showcased 8% y/y revenue growth, driven by improved sales processes and up from 2% in Q4. Fastly also raised its outlook for FY25, a rarity in this economy. The stock trades at a cheap ~2x forward revenue multiple.
Fastly, Inc. (NYSE:FSLY ) Q1 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Vernon Essi - Investor Relations Todd Nightingale - Chief Executive Officer Ronald Kisling - Chief Financial Officer Conference Call Participants Param Singh - Oppenheimer Jonathan Ho - William Blair Sanjit Singh - Morgan Stanley Rishi Jaluria - RBC Capital Markets James Fish - Piper Sandler Rob Palmisano - Raymond James Rudy Kessinger - D.A. Davidson & Co. Operator Good afternoon.
Although the revenue and EPS for Fastly (FSLY) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The burgeoning technology sector promises significant rewards for investors. The pandemic set off a wave of digitalization that resulted in a strong surge in demand for everything from cloud solutions to cybersecurity.