FSLY — Fastly, Inc.
NASDAQ · Technology · Software - Application
About Fastly, Inc.
Fastly, Inc. offers an advanced edge cloud computing platform designed to efficiently manage, distribute, and safeguard client applications across a global footprint, including North America, the Asia Pacific region, Europe, and other international markets. This specialized Infrastructure as a Service (IaaS) empowers developers to build, secure, and rapidly deliver digital experiences right at the internet's edge. It functions as a highly customizable platform, optimized for web and application delivery. The company's broad range of offerings includes: Compute@Edge, their serverless computing environment. A comprehensive developer hub providing solution patterns, API and language references, change logs, and Fastly Fiddle resources. Specialized edge services such as device detection, geolocation, edge dictionaries, access control lists (ACLs), and authentication. Full site delivery capabilities, encompassing dynamic site acceleration, origin shield, instant cache purging, real-time logging and statistics, cloud optimization, programmatic control, edge databases, content compression, and support for modern protocols to ensure high performance and reliability. Streaming solutions for live media, media shield, and origin connect. Robust edge security features, including Distributed Denial of Service (DDoS) protection, a cloud-based web application firewall (WAF), Transport Layer Security (TLS), platform TLS, and various compliance services. Unified web application and API protection that incorporates runtime self-application protection, advanced rate limiting, API and account takeover (ATO) protection, bot mitigation, and a next-generation WAF. Supplementary edge applications like load balancers and image optimizers. Video on demand services and fully managed edge delivery services. Fastly caters to a wide array of industries, including digital publishing, media and entertainment, technology, e-commerce, travel and hospitality, and financial services. Originally incorporated in 2011 as SkyCache, Inc., the company officially adopted the name Fastly, Inc. in May 2012. Its corporate headquarters are situated in San Francisco, California.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-05 | Q2 2026 | 0.07 | 0.15 | +400.00% | $183.3M | ✅ Beat | -12.87% | +9.60% | -18.86% |
| 2026-05-06 | Q1 2026 | 0.05 | 0.13 | +160.00% | $173.0M | ✅ Beat | -38.23% | -42.00% | -42.76% |
| 2026-02-11 | Q4 2025 | -0.03 | 0.12 | +500.00% | $172.6M | ✅ Beat | +72.29% | +94.09% | +164.02% |
| 2025-11-05 | Q3 2025 | -0.07 | 0.07 | +200.00% | $158.2M | ✅ Beat | +35.94% | +47.46% | +30.36% |
| 2025-08-06 | Q2 2025 | -0.12 | -0.03 | +75.00% | $148.7M | ✅ Beat | +14.42% | +11.04% | +13.96% |
| 2025-05-07 | Q1 2025 | -0.01 | -0.05 | -400.00% | $144.5M | ❌ Miss | +26.37% | +37.15% | +27.03% |
| 2025-02-12 | Q4 2024 | 0.00 | -0.03 | -100.00% | $140.6M | ❌ Miss | -20.85% | -22.44% | -31.98% |
| 2024-11-06 | Q3 2024 | -0.06 | 0.02 | +133.33% | $137.2M | ✅ Beat | +0.12% | -10.66% | +33.58% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $183.3M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Network Services | 73.0% | $133.9M | +16.6% | $214.3M | $113.2M | $114.9M | $118.8M |
| Security | 22.8% | $41.7M | +42.6% | $52.3M | $26.4M | $29.3M | $34.0M |
| Other | 4.2% | $7.7M | +68.6% | $6.4M | $4.8M | $4.6M | $5.4M |
By region
Q2 FY26 · $183.3M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 70.2% | $128.7M | +14.2% | $106.4M | $110.5M | $112.8M | $114.2M |
| Non-US | 29.8% | $54.6M | — | — | — | — | — |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.