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Fastly (FSLY)
NASDAQ:FSLY
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.08Last Year’s EPS
-0.05Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights a clear and broad improvement in financial and operational performance: record quarterly revenue, substantial margin expansion, positive free cash flow, strong product momentum (notably security and compute), improving contracted backlog (RPO) and a strengthened liquidity position, together with confident 2026 guidance. The primary risks discussed are rising component costs and higher near‑term infrastructure CapEx, consumption-driven revenue variability, customer concentration, and macro/geopolitical uncertainty. On balance, the positive operational and financial developments and the forward guidance materially outweigh the identified challenges.Company Guidance
Record Q4 Revenue and Annual Growth
Q4 revenue of $172.6M, up 23% year-over-year (highest in >3 years) and above the top end of guidance; full-year 2025 revenue $624M, up 15% YoY. Company reported its first profitable fiscal year in 2025.
Significant Margin Expansion and Profitability
Q4 gross margin reached a record 64% (up 650 bps YoY and ~250 bps above guidance midpoint); trailing incremental gross margin rose to 76% (from 58%). Q4 operating income $21.2M with operating margin 12.3% (up 500 bps sequential). Q4 net profit $20.1M ($0.12/sh) vs a loss in prior year; FY adjusted EBITDA $77.4M and FY free cash flow $45.8M (vs -$35.7M in 2024).
Balanced Product & Segment Momentum
Network Services revenue $130.8M, +19% YoY; Security revenue $35.4M, +32% YoY and now 21% of total revenue; Other products (primarily compute) $6.4M, +78% YoY. Cross-sell and multi-product adoption cited as driver of durable growth.
Strong Customer Metrics and Contracted Backlog
Trailing 12-month net retention rate (NRR) 110% (up from 106% QoQ and 102% YoY). Records in RPO: $353.8M, up 55% YoY, with the current portion of RPO growing 37% YoY. Top 10 customers represented 34% of revenue and no single customer exceeded 10% of revenue in Q4.
Improved Cash Position and Financing
Ended Q4 with ~$362M in cash, cash equivalents and marketable securities (up $19M sequentially). Raised $180M in 0% convertible notes (due 2030) and executed $18M in cap-call transactions to bolster liquidity and flexibility.
Product Innovation and Industry Recognition
Launched multiple platform features (API inventory, custom dashboards/alerts, AI assistant beta) and expanded API security/management portfolio. Gartner Peer Insights recognized Fastly as a 2025 Customer's Choice for cloud WAF/API protection for the 7th straight year.
Confident 2026 Guidance
Q1 2026 revenue guide $168M–$174M (~18% YoY at midpoint). Full-year 2026 guidance $700M–$720M (14% YoY at midpoint), gross margin ~63% (±50 bps), non-GAAP operating profit $50M–$60M, and free cash flow $40M–$50M, indicating continued profitable growth expectations.
FSLY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FSLY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $9.31 | $16.04 | +72.29% |
Nov 05, 2025 | $8.07 | $10.97 | +35.94% |
Aug 06, 2025 | $6.52 | $7.46 | +14.42% |
May 07, 2025 | $6.03 | $7.62 | +26.37% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Fastly (FSLY) report earnings?
Fastly (FSLY) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Fastly (FSLY) earnings time?
Fastly (FSLY) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FSLY EPS forecast?
FSLY EPS forecast for the fiscal quarter 2026 (Q1) is 0.08.
