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FSLY · Fastly, Inc.

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$29.93 -0.09 (-0.30%) At close · Aug 14
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
$4.77B
Shares
159.30M

Fastly, Inc. Earnings Call Transcripts

Every quarterly earnings call for Fastly, Inc. (FSLY) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

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 25-08-06 ▲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
Capital Markets Day
Investor event
2026-09-22
Fastly Investor Day 2026
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-15
Piper Sandler Growth Frontiers Conference
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-09-09
Citi 2026 Global TMT Conference
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-05
Fastly, Inc. Q2 FY2026 Earnings Call
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
William Blair 46th Annual Growth Stock Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-06
Fastly, Inc. Q1 FY2026 Earnings Call
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. Q4 FY2025 Earnings Call
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. Q3 FY2025 Earnings Call
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
2025-08-06
Fastly, Inc. Q2 FY2025 Earnings Call
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. Q1 FY2025 Earnings Call
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. Q4 FY2024 Earnings Call
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. Q3 FY2024 Earnings Call
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. Q2 FY2024 Earnings Call
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. Q1 FY2024 Earnings Call
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. Q4 FY2023 Earnings Call
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. Q3 FY2023 Earnings Call
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. Q2 FY2023 Earnings Call
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. Q1 FY2023 Earnings Call
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. Q4 FY2022 Earnings Call
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. Q3 FY2022 Earnings Call
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. Q2 FY2022 Earnings Call
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. Q1 FY2022 Earnings Call
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. Q4 FY2021 Earnings Call
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. Q3 FY2021 Earnings Call
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. Q2 FY2021 Earnings Call
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. Q1 FY2021 Earnings Call
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. Q4 FY2020 Earnings Call
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. Q3 FY2020 Earnings Call
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. Q2 FY2020 Earnings Call
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. Q1 FY2020 Earnings Call
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. Q4 FY2019 Earnings Call
Revenue
$58.94M*
Gross margin
56.7%
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–31 of 31 earnings calls
Key facts CIK 1517413 CUSIP 31188V100 13F (30d) 290 filings 272 filers Visit website Investor relations

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