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.
Fastly (FSLY) Reports Q1 Earnings: What Key Metrics Have to Say
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.
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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.
