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.
Compared to Estimates, Fastly (FSLY) Q2 Earnings: A Look at Key Metrics
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. (FSLY) Q2 2025 Earnings Call Transcript
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) Reports Q2 Loss, Beats Revenue Estimates
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.
Fastly Set to Report Q2 Earnings: How Should You Play the Stock?
FSLY expects steady Q2 revenue growth and a narrower loss, though margin pressure and macro risks may weigh.
Will Fastly (FSLY) Report Negative Earnings Next Week? What You Should Know
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 Stock is Slipping: Can a Steady Enterprise Base Hold the Stock?
FSLY's enterprise strength and AI-driven edge tools offer promise, but shares lag amid fierce cloud competition.
FSLY Expands Security Offerings: Will This Move Pay Off for the Stock?
Fastly's Security segment climbs to 18% of revenues as product upgrades and edge adoption fuel sustained growth.
FSLY Stock Plunges 26.4% YTD: Is This the Right Time to Buy the Dip?
Fastly tumbles in 2025, but surging product adoption and top-tier cloud partnerships hint at upside.
Fastly: Growth Prospects Are Turning Around (Rating Upgrade)
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. (FSLY) Q1 2025 Earnings Call Transcript
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.
