FSLY
Fastly, Inc.11.12
+0.60+5.7%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.66BP/E (TTM)
-Basic EPS (TTM)
-0.96Dividend Yield
0%Recent Filings
8-K
8-K
8-K
8-K
Fastly Q2 revenue beats, exec changes
Fastly reported Q2 2025 revenue of $148.7 million, up 12% year-over-year, with security revenue surging 15% to $29.3 million and RPO hitting $315 million, up 41%. Amid this momentum, the company appointed Richard Wong as CFO effective August 11, succeeding Ronald Kisling who stays advisory through September 15, and promoted Scott Lovett to President, Go to Market. Leadership shakeup sharpens focus on scaling operations. Wong brings scaling expertise from Benchling and Houzz.
10-Q
Q2 FY2025 results
Fastly's Q2 revenue climbed 12% year-over-year to $148.7M, with gross profit holding steady at 55% amid balanced cost growth, while operating expenses dipped 1% to $118.1M, narrowing the operating loss to $36.9M from $46.7M. Enterprise customers drove 94% of revenue, up from 91%, with Network Services up 10% y/y and Security surging 15%, though Other products grew 60% on Compute adoption. Cash from operations hit $43.1M for the half-year, but net cash fell to $82.5M after $248.8M in marketable securities buys; total debt stands at $337.9M, including $188.6M current 2026 Notes at 0% and $150M 2028 Notes at 7.75%, with $60M revolver undrawn and covenants met. No M&A or impairments noted. Ongoing litigation risks from securities class actions could pressure resources.
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