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Fastly (FSLY)
NYSE:FSLY
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.07Same Quarter Last Year
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 34.33%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects positive achievements in revenue growth, customer acquisition, and product expansion, with successful cost control measures leading to positive cash flow. However, challenges such as the decline in net retention rate and slower-than-expected security revenue growth, coupled with geopolitical uncertainties around TikTok, temper the optimism.Company Guidance
During the Fastly First Quarter 2025 Earnings Conference Call, the company announced impressive results, exceeding the upper ends of both revenue and operating loss guidance ranges. Fastly increased its 2025 revenue guidance by $10 million and operating loss guidance by $3 million at their respective midpoints. The company reported $144.5 million in revenue, surpassing the original guidance range of $136 to $140 million, marking an 8% year-over-year growth. Fastly's gross margin was 57.3%, slightly better than anticipated, and the operating loss was $6 million, better than the guidance range of $11 million to $7 million loss. The company generated $8 million in positive free cash flow, nearing breakeven for the year. Fastly's customer count stood at 3,035, with 595 enterprise customers, and they onboarded 19 new enterprise customers with over $100,000 in annual revenue. The average enterprise customer spend increased by 4% quarter-over-quarter to $907,000. The top 10 customers accounted for 33% of revenue, down from 38% in the first quarter of 2024, while revenue outside the top 10 grew by 17% year-over-year, indicating strong diversification. Fastly also highlighted significant progress in its security portfolio, with security revenue growing 7% year-over-year. Looking ahead, Fastly anticipates a 9% annual growth for 2025, raising their prior guidance, with a cautious approach due to macro uncertainties and excluding U.S. TikTok revenue beyond June 19 from their guidance.Revenue and Operating Loss Guidance Exceeded
Fastly surpassed the upper ends of both revenue and operating loss guidance ranges, leading to an increase in 2025 revenue guidance by $10 million and operating loss guidance by $3 million at their respective midpoints.
Positive Free Cash Flow
Fastly generated $8 million in positive free cash flow, marking progress towards breakeven for the year.
Customer and Revenue Growth
Revenue was $144.5 million, an 8% year-over-year increase. Enterprise customer count grew by 3%, and average enterprise customer spend increased by 4% quarter-over-quarter.
Diversified Revenue and Market Share Gains
Revenue outside of the top 10 customers grew 17% year-over-year. The top 10 customers represented a decreased share of total revenue, reflecting diversification.
Security and Product Expansion
Enhanced security offerings and product portfolio expansion, including AI bot detection, with a focus on cross-selling security solutions to existing customers.
Significant Growth in Compute and Emerging Products
Revenue from emerging products grew 64% year-over-year, driven primarily by compute products.
Improved Gross Margin and Cost Control
Gross margin was 57.3%, slightly better than projections. Cost controls and efficiency improvements have been implemented.
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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
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FSLY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $6.03 | $7.62 | +26.37% |
Feb 12, 2025 | $10.07 | $7.97 | -20.85% |
Nov 06, 2024 | $8.16 | $8.17 | +0.12% |
Aug 07, 2024 | $6.84 | $5.86 | -14.33% |
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.
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FAQ
When does Fastly (FSLY) report earnings?
Fastly (FSLY) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Fastly (FSLY) earnings time?
Fastly (FSLY) earnings time is at Jul 30, 2025, TBA Not 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 2025 (Q2) is -0.05.
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