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$25.81 -0.58 (-2.20%) At close · Oct 2
Russell 2000 member Rebalance outlook locked
Customer concentration — top 10 customers 32% of revenue

10 customers — 32% of revenue (trailing 12 month periods ended March 31, 2026)

“Our 10 largest customers generated an aggregate of 32% of our revenue for each of the trailing 12 month periods ended March 31, 2026 and 2025.”

Key customers — 10% of revenue (trailing 12 month period ended March 31, 2026)

“Affiliated customers that are business units of a single company generated an aggregate of 10% and 9% of our revenue for the trailing 12 month periods ended March 31, 2026 and 2025, respectively.”
View the 10-Q filed May 6, 2026
Market Cap
$3.98B
Shares
159.30M
Volume · Oct 2 3.63M Avg daily vol (3M) 6.41M

Fastly, Inc. Webcasts

Earnings calls, investor updates, investor days and conferences for Fastly, Inc. (FSLY), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲25.1% $108.50M −$63.42M '22 Q3 22-11-02 ▲22.1% $119.32M −$46.65M '22 Q4 23-02-15 ▲14.8% $117.56M −$44.69M '23 Q1 23-05-03 ▲19.8% $122.83M −$10.70M '23 Q2 23-08-02 ▲17.8% $127.82M −$54.31M '23 Q3 23-11-01 ▲15.5% $137.78M −$23.39M '23 Q4 24-02-14 ▲13.6% $133.52M −$43.43M '24 Q1 24-05-01 ▲7.8% $132.37M −$43.73M '24 Q2 24-08-07 ▲7.3% $137.21M −$38.02M '24 Q3 24-11-06 ▲2% $140.58M −$32.89M '24 Q4 25-02-12 ▲8.2% $144.47M −$39.15M '25 Q1 25-05-07 ▲12.3% $148.71M −$37.54M '25 Q2 25-08-12 ▲15.3% $158.22M −$29.48M '25 Q3 25-11-05 ▲22.8% $172.61M −$15.51M '25 Q4 26-02-11 ▲19.8% $173.02M −$20.52M '26 Q1 26-05-06 LATEST ▲23.3% $183.32M −$15.59M '26 Q2 26-08-05
Conference
Investor event
2026-09-15
Fastly, Inc. (FSLY) September 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-05
Fastly, Inc. (FSLY) Q2 2026 Earnings Call Transcript
Confident tone Security growth Major customer wins and reliability Profitability and free cash flow
Revenue
$183.32M
▲ 23.3% YoY
Diluted EPS
$-0.10
Gross margin
63.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-06-02
Fastly, Inc. (FSLY) June 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-06
Fastly, Inc. (FSLY) Q1 2026 Earnings Call Transcript
Confident tone Revenue growth and guidance Security portfolio expansion Network services and share gains
Revenue
$173.02M
▲ 19.8% YoY
Diluted EPS
$-0.13
Gross margin
62.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-11
Fastly, Inc. (FSLY) Q4 2025 Earnings Call Transcript
Confident tone CapEx and infrastructure investment Customer wins and cross-sell AI as tailwind and agentic AI
Revenue
$172.61M*
▲ 22.8% YoY
Gross margin
61.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Fastly, Inc. (FSLY) Q3 2025 Earnings Call Transcript
Confident tone Security portfolio expansion Platform strategy and cross-sell Profitability and operating leverage
Revenue
$158.22M
▲ 15.3% YoY
Diluted EPS
$-0.20
Gross margin
58.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-12
Fastly, Inc. (FSLY) Q2 2025 Earnings Call Transcript
Confident tone Revenue growth and guidance raise Executive leadership transitions Path to profitability and operating leverage
Revenue
$148.71M
▲ 12.3% YoY
Diluted EPS
$-0.26
Gross margin
54.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Fastly, Inc. (FSLY) Q1 2025 Earnings Call Transcript
Confident tone Revenue and Guidance Outperformance Security Growth Concerns Platform and Product Strategy
Revenue
$144.47M
▲ 8.2% YoY
Diluted EPS
$-0.27
Gross margin
53.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-12
Fastly, Inc. (FSLY) Q4 2024 Earnings Call Transcript
Positive tone Security and Product Portfolio Sales and Go-to-Market Transformation Operating Loss and Expense Discipline
Revenue
$140.58M*
▲ 2% YoY
Gross margin
53.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-06
Fastly, Inc. (FSLY) Q3 2024 Earnings Call Transcript
Positive tone Profitability and operating performance Revenue diversification outside Top 10 Security product expansion
Revenue
$137.21M
▲ 7.3% YoY
Diluted EPS
$-0.27
Gross margin
54.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
Fastly, Inc. (FSLY) Q2 2024 Earnings Call Transcript
Cautious tone Revenue guidance cut and macro outlook Go-to-market transformation and new CRO Customer diversification and acquisition
Revenue
$132.37M
▲ 7.8% YoY
Diluted EPS
$-0.32
Gross margin
55.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Fastly, Inc. (FSLY) Q1 2024 Earnings Call Transcript
Cautious tone Large customer pricing / traffic volatility Operating performance / profitability Platform and product expansion
Revenue
$133.52M
▲ 13.6% YoY
Diluted EPS
$-0.32
Gross margin
54.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-14
Fastly, Inc. (FSLY) Q4 2023 Earnings Call Transcript
Positive tone Revenue growth and full-year results Enterprise customer acquisition Gross margin improvement
Revenue
$137.78M*
▲ 15.5% YoY
Gross margin
55.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Fastly, Inc. (FSLY) Q3 2023 Earnings Call Transcript
Revenue
$127.82M
▲ 17.8% YoY
Diluted EPS
$-0.42
Gross margin
51.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Fastly, Inc. (FSLY) Q2 2023 Earnings Call Transcript
Revenue
$122.83M
▲ 19.8% YoY
Diluted EPS
$-0.08
Gross margin
52.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Fastly, Inc. (FSLY) Q1 2023 Earnings Call Transcript
Revenue
$117.56M
▲ 14.8% YoY
Diluted EPS
$-0.36
Gross margin
51.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-15
Fastly, Inc. (FSLY) Q4 2022 Earnings Call Transcript
Revenue
$119.32M*
▲ 22.1% YoY
Gross margin
52.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-02
Fastly, Inc. (FSLY) Q3 2022 Earnings Call Transcript
Revenue
$108.50M
▲ 25.1% YoY
Diluted EPS
$-0.52
Gross margin
48.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Fastly, Inc. (FSLY) Q2 2022 Earnings Call Transcript
Revenue
$102.52M
▲ 20.6% YoY
Diluted EPS
$-0.14
Gross margin
44.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Fastly, Inc. (FSLY) Q1 2022 Earnings Call Transcript
Revenue
$102.38M
▲ 20.7% YoY
Diluted EPS
$-0.54
Gross margin
47.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-16
Fastly, Inc. (FSLY) Q4 2021 Earnings Call Transcript
Revenue
$97.72M*
▲ 18.2% YoY
Gross margin
50.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-03
Fastly, Inc. (FSLY) Q3 2021 Earnings Call Transcript
Revenue
$86.73M
▲ 22.8% YoY
Diluted EPS
$-0.48
Gross margin
52.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Fastly, Inc. (FSLY) Q2 2021 Earnings Call Transcript
Revenue
$85.03M
▲ 13.9% YoY
Diluted EPS
$-0.51
Gross margin
52.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Fastly, Inc. (FSLY) Q1 2021 Earnings Call Transcript
Revenue
$84.85M
▲ 34.8% YoY
Diluted EPS
$-0.44
Gross margin
55.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-17
Fastly, Inc. (FSLY) Q4 2020 Earnings Call Transcript
Revenue
$82.65M*
▲ 40.2% YoY
Gross margin
59.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-14
Fastly, Inc. (FSLY) Q3 2020 Earnings Call Transcript
Revenue
$70.64M
▲ 41.9% YoY
Diluted EPS
$-0.22
Gross margin
58.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Fastly, Inc. (FSLY) Q2 2020 Earnings Call Transcript
Revenue
$74.66M
▲ 61.7% YoY
Diluted EPS
$-0.14
Gross margin
60.2%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Fastly, Inc. (FSLY) Q1 2020 Earnings Call Transcript
Revenue
$62.92M
▲ 38.1% YoY
Gross margin
56.7%
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-20
Fastly, Inc. (FSLY) Q4 2019 Earnings Call
Revenue
$58.94M*
Gross margin
56.7%
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–29 of 29 webcasts
Key facts CIK 1517413 CUSIP 31188V100 13F (30d) 7 filings 7 filers Visit website Investor relations