FSLY · Fastly, Inc. · Financials
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.”
Income-statement, balance-sheet and cash-flow figures from SEC filings, plus a debt profile anchored in the latest 10-K and updated by each 10-Q and debt exhibit.
Chart any reported metric, KPI or segment over time — the full statement history lives here
| Line Item | FY2026 (G) | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $732M – $746M | $687.17M | $624.02M | $543.68M | $505.99M | $432.73M | $354.33MG | $290.87MG | $200.46M | $144.56M | $104.9M | |
| — | $264.75M | $267.82M | $247.74M | $239.66M | $222.94M | $167M | $120.01M | $88.32M | $65.5M | $48.67M | |
| — | $422.42M | $356.2M | $295.94M | $266.33M | $209.78M | $187.33M | $170.87M | $112.14M | $79.06M | $56.23M | |
| — | — | 57.08% | 54.43% | 52.64% | 48.48% | 52.87% | 58.74% | 55.94% | 54.69% | 53.6% | |
| — | $167.06M | $162.66M | $137.98M | $152.19M | $155.31M | $126.86M | $74.81M | $46.49M | $34.62M | $28.99M | |
| — | $212.87M | $201.43M | $198.61M | $191.77M | $179.87M | $152.65M | $101.18M | $71.1M | $50.13M | $40.82M | |
| — | $124.7M | $110.69M | $113.4M | $116.08M | $120.8M | $126.85M | $102.08M | $41.1M | $23.45M | $17.45M | |
| — | $11.6M | $16.82M | $19.6M | $20.42M | $21.7M | $21.24M | $5.3M | $100K | $100K | — | |
| — | — | — | — | — | — | $28.8M | $19.98M | $16.55M | $13.4M | $9.64M | |
| — | — | $0 | $9.72M | $0 | $0 | — | — | — | — | — | |
| — | $504.63M | $475.2M | $463.85M | $464.36M | $455.98M | $406.35M | $278.08M | $158.69M | $108.2M | $87.26M | |
| — | -$82.21M | -$119M | -$167.92M | -$198.03M | -$246.2M | -$219.02M | -$107.21M | -$46.55M | -$29.14M | -$31.03M | |
| — | — | -19.07% | -30.89% | -39.14% | -56.9% | -61.81% | -36.86% | -23.22% | -20.16% | -29.58% | |
| — | — | — | — | — | — | -$190.22M | -$87.23M | -$30M | -$15.74M | -$21.39M | |
| — | $13.02M | $12.7M | $2.75M | $4.05M | $5.89M | $5.25M | $1.55M | $5.24M | $1.81M | $1.12M | |
| — | $12M | $12.29M | $14.87M | $18.19M | $7.04M | $1.28M | $1.63M | $3.29M | $939K | $443K | |
| — | -$1.46M | -$721K | -$1.03M | -$1.83M | -$29K | $356K | -$279K | -$2.56M | -$741K | -$539K | |
| — | -$83.74M | -$119.19M | -$155.45M | -$133.31M | -$190.68M | -$222.63M | -$107.41M | -$51.06M | -$30.75M | -$32.24M | |
| — | -$2.64M | $2.49M | $2.6M | -$221K | $94K | $69K | -$11.48M | $492K | $185K | $208K | |
| — | -$81.1M | -$121.68M | -$158.06M | -$133.09M | -$190.77M | -$222.7M | -$95.93M | -$51.55M | -$30.94M | -$32.45M | |
| — | — | -19.5% | -29.07% | -26.3% | -44.09% | -62.85% | -32.98% | -25.72% | -21.4% | -30.93% | |
| — | -$81.1M | -$121.68M | -$158.06M | -$133.09M | -$190.77M | — | — | — | — | — | |
| — | -$81.43M | -$121.62M | -$157.15M | -$124.81M | -$197.43M | -$225.33M | -$96.12M | -$51.32M | -$30.95M | -$32.43M | |
| USD/shares | — | -$0.53 | -$0.83 | -$1.14 | -$1.03 | -$1.57 | -$1.92 | -$0.93 | -$0.75 | — | — |
| USD/shares | $0.50 – $0.54* | -$0.53 | -$0.83 | -$1.14G | -$1.03G | -$1.57G | -$1.92 | -$0.93 | -$0.75 | — | — |
| shares | — | — | 146.9M | 138.1M | 128.77M | 121.72M | 116.05M | 103.55M | 68.35M | 24.38M | 23.4M |
| shares | — | — | 146.9M | 138.1M | 128.77M | 121.72M | 116.05M | 103.55M | 68.35M | 24.38M | 23.4M |
Debt Profile
Reported borrowing balances, repayment dates and agreement terms, with links to the underlying filings.
Reported debt balances
Each amount keeps its reported scope. Related balance-sheet measures appear under the borrowing they describe.
| Reported balance | As of | Amount | Source |
|---|---|---|---|
| Current portion of long-term debt | 2026-06-30 | USD 0 | 10-Q filed 2026-08-05 |
| Noncurrent debt carrying amount | 2026-06-30 | USD 323,958,000 | 10-Q filed 2026-08-05 |
| Operating lease liabilities | 2026-06-30 | USD 93,866,000 | 10-Q filed 2026-08-05 |
Related accounting measures — not additional borrowingCarrying amounts can reflect issuance costs or discounts. Differences between these measures are not necessarily repayments due within a year.
| |||
Covenants
Covenant terms have not yet been verified for this profile.
The balance figures do not establish whether covenants apply or whether the company complies with them.
Loans, facilities and notes
The instrument breakdown is not yet verified. Read the debt note in the linked report for borrowing terms and maturity conditions.
Price & Valuation
Multiples computed on the strict TTM/EV methodology — today's snapshot against peers, and each ratio recomputed as of past filing dates.
Valuation
Peer medians compare against the 82 similar-size Software - Application companies (of 217 listed).
Valuation over time computed as of each quarter's filing date
Revenue Breakdown
Annual revenue as the company disaggregates it in its own XBRL filings. Years a component wasn't reported show a dash.
Share mode is each component's slice of the reported components that year — issuers rarely tag every revenue dollar, so slices need not sum to total revenue.
By Geography (USD)
| Component | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| United States | $465,450,000 | $407,324,000 | $370,424,000 | $316,149,000 | $260,399,000 | $196,538,000 | $142,842,000 | $110,811,000 |
| Non Us | $158,568,000 | $136,352,000 | $135,564,000 | — | — | — | — | — |
| Countries Not Separately Recognized | — | — | — | $20,034,000 | $19,258,000 | $17,508,000 | $11,219,000 | $5,029,000 |
| Asia Pacific | — | — | — | $58,073,000 | $39,496,000 | $44,060,000 | $18,806,000 | $7,194,000 |
| Europe | — | — | — | $38,469,000 | $35,177,000 | $32,768,000 | $27,595,000 | $21,529,000 |
By Product & Service (USD)
| Component | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|
| Network Services | $477,774,000 | $427,690,000 | $405,116,000 | $349,660,000 |
| Security | $125,061,000 | $103,037,000 | $92,864,000 | $77,841,000 |
| Other | $21,183,000 | $12,949,000 | $8,008,000 | $5,224,000 |