Fastly, Inc. (FSLY) Presents at UBS Global Technology and AI Conference 2025 Transcript
Fastly, Inc. (FSLY) Presents at UBS Global Technology and AI Conference 2025 Transcript
Fastly, Inc. (FSLY) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript
Fastly, Inc. ( FSLY ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 19, 2025 10:40 AM EST Company Participants Kip Compton - CEO & Director Richard Wong - Chief Financial Officer Conference Call Participants Rishi Jaluria - RBC Capital Markets, Research Division Presentation Rishi Jaluria RBC Capital Markets, Research Division Welcome back everyone. For those who don't know me, Rishi Jaluria.
Fastly (FSLY) Upgraded to Buy: Here's What You Should Know
Fastly (FSLY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Fastly: Finally Proving Its Growth Chops
Fastly surged ~25% post-Q3 earnings, driven by a strong beat-and-raise and signs of a robust turnaround. FSLY's accelerating revenue growth, improved net retention, and expanding free cash flow signal a healthier business than current valuation reflects. New leadership, successful security products, and international expansion are fueling sales momentum and operational leverage.
Fastly, Inc. (FSLY) Q3 2025 Earnings Call Transcript
Fastly, Inc. ( FSLY ) Q3 2025 Earnings Call November 5, 2025 4:30 PM EST Company Participants Vernon Essi - Head of IR Kip Compton - CEO & Director Richard Wong - Chief Financial Officer Conference Call Participants Rishi Jaluria - RBC Capital Markets, Research Division James Fish - Piper Sandler & Co., Research Division Frank Louthan - Raymond James & Associates, Inc., Research Division Jonathan Ho - William Blair & Company L.L.C., Research Division Rudy Kessinger - D.A.
Fastly: An Attractive Turnaround Story
Fastly is showing signs of a turnaround, with double-digit revenue growth and raised guidance for positive annual free cash flow. FSLY's security and observability offerings are gaining traction, with security revenue up 15% and compute/observability revenue up 60% year-over-year. The company's low valuation, improved cash generation, and expanding customer base create an attractive risk/reward profile for investors.
Fastly, Inc. (FSLY) Presents At Piper Sandler Growth Frontiers Conference (Transcript)
Fastly, Inc. (NYSE:FSLY ) Piper Sandler Growth Frontiers Conference September 10, 2025 3:30 PM EDT Company Participants Richard Wong - Chief Financial Officer Vernon Essi - Head of IR Conference Call Participants James Fish - Piper Sandler & Co., Research Division Presentation James Fish MD & Senior Research Analyst All righty. Good afternoon, everybody.
Fastly (FSLY) Just Flashed Golden Cross Signal: Do You Buy?
Fastly (FSLY) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, FSLY crossed above the 20-day moving average, suggesting a short-term bullish trend.
Fastly (FSLY) Crossed Above the 50-Day Moving Average: What That Means for Investors
Fastly (FSLY) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, FSLY broke through the 50-day moving average, which suggests a short-term bullish trend.
Fastly, Inc. (FSLY) KeyBanc Capital Markets Technology Leadership Forum (Transcript)
Fastly, Inc. (NYSE:FSLY ) KeyBanc Capital Markets Technology Leadership Forum Conference Call August 12, 2025 5:30 PM ET Company Participants Vernon P. Essi - Head of IR Conference Call Participants Jackson Edmund Ader - KeyBanc Capital Markets Inc., Research Division Jackson Edmund Ader All right.
Fastly: Improving Investment Setup
Fastly reported record Q2 revenue and its second consecutive quarter of positive free cash flow, signaling a potential turning point after years of operating losses. The edge cloud platform also improved its net retention rate by 4 PP and grew its enterprise customer count, supporting a stronger foundation for scalable, profitable growth. Fastly reported its first net retention rate increase in a year, potentially signaling an inflection point.
Fastly Posts Narrower Loss in Q2 Earnings, Revenues Rise Y/Y
FSLY pops 10.6% pre-market as Q2 loss narrows and revenues jump 12.3%, topping estimates on both lines.
