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Fastly (FSLY)
NYSE:FSLY
Earnings Data
Report Date
Feb 18, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.06Last Year’s EPS
-0.03Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Fastly reported an outstanding quarter with record revenue, operating income, and free cash flow. Security revenue showed impressive growth, and successful cross-sell strategies were highlighted by a major win with a top 10 strategic account. However, there are some concerns about seasonality affecting Q4 growth and a discovered error in RPO calculation. Overall, the sentiment is positive due to strong financial performance and strategic achievements.Company Guidance
Record-Breaking Revenue and Growth
Fastly's third quarter revenue was $158.2 million, exceeding the high end of guidance and marking a record high. Revenue growth accelerated to 15% year-over-year compared to 12% in the second quarter.
Strong Financial Performance
Fastly posted record operating income of $11.6 million, significantly above the $1 million guidance midpoint. The company also achieved a record quarterly free cash flow of $18 million.
Security Revenue Growth
Security revenue grew 30% year-over-year, comprising a record 21% of total revenue. This was due to the expansion of the security portfolio and successful cross-sell strategies.
Cross-Sell and Platform Expansion Success
Fastly's cross-sell motion accelerated, highlighted by a major multiproduct win with a top 10 strategic account. This customer now uses products across all three product lines.
Innovation and Product Enhancements
Fastly introduced additional security and AI enhancements, including API discovery and industry-first deception capabilities in their next-gen WAF.
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 |
|---|---|---|---|
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% |
Feb 12, 2025 | $10.07 | $7.97 | -20.85% |
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 Feb 18, 2026, After Close (Confirmed).
What is Fastly (FSLY) earnings time?
Fastly (FSLY) earnings time is at Feb 18, 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 2025 (Q4) is 0.06.
