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Fastly . Class A Earnings Calls
| Release date | Nov 05, 2025 |
| EPS estimate | $0.0552 |
| EPS actual | $0.0700 |
| EPS Surprise | 26.86% |
| Revenue estimate | 161.346M |
| Revenue actual | 158.223M |
| Revenue Surprise | -1.94% |
| Release date | Aug 06, 2025 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0300 |
| EPS Surprise | 40.00% |
| Revenue estimate | 144.855M |
| Revenue actual | 148.709M |
| Revenue Surprise | 2.66% |
| Release date | May 07, 2025 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0500 |
| EPS Surprise | 16.67% |
| Revenue estimate | 138.394M |
| Revenue actual | 144.474M |
| Revenue Surprise | 4.39% |
| Release date | Feb 12, 2025 |
| EPS estimate | $0.0100 |
| EPS actual | -$0.0300 |
| EPS Surprise | -400.00% |
| Revenue estimate | 138.63M |
| Revenue actual | 140.579M |
| Revenue Surprise | 1.41% |
Last 4 Quarters for Fastly . Class A
Below you can see how FSLY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 12, 2025 |
| Price on release | $10.07 |
| EPS estimate | $0.0100 |
| EPS actual | -$0.0300 |
| EPS surprise | -400.00% |
| Date | Price |
|---|---|
| Feb 06, 2025 | $9.99 |
| Feb 07, 2025 | $10.12 |
| Feb 10, 2025 | $10.58 |
| Feb 11, 2025 | $10.06 |
| Feb 12, 2025 | $10.07 |
| Feb 13, 2025 | $7.97 |
| Feb 14, 2025 | $8.07 |
| Feb 18, 2025 | $8.17 |
| Feb 19, 2025 | $7.88 |
| 4 days before | 0.80% |
| 4 days after | -21.75% |
| On release day | -20.85% |
| Change in period | -21.12% |
| Release date | May 07, 2025 |
| Price on release | $6.03 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0500 |
| EPS surprise | 16.67% |
| Date | Price |
|---|---|
| May 01, 2025 | $5.78 |
| May 02, 2025 | $5.86 |
| May 05, 2025 | $5.80 |
| May 06, 2025 | $5.83 |
| May 07, 2025 | $6.03 |
| May 08, 2025 | $7.62 |
| May 09, 2025 | $7.68 |
| May 12, 2025 | $8.10 |
| May 13, 2025 | $8.17 |
| 4 days before | 4.33% |
| 4 days after | 35.49% |
| On release day | 26.37% |
| Change in period | 41.35% |
| Release date | Aug 06, 2025 |
| Price on release | $6.52 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0300 |
| EPS surprise | 40.00% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $6.79 |
| Aug 01, 2025 | $6.36 |
| Aug 04, 2025 | $6.47 |
| Aug 05, 2025 | $6.38 |
| Aug 06, 2025 | $6.52 |
| Aug 07, 2025 | $7.46 |
| Aug 08, 2025 | $6.99 |
| Aug 11, 2025 | $6.74 |
| Aug 12, 2025 | $6.85 |
| 4 days before | -3.98% |
| 4 days after | 5.06% |
| On release day | 14.42% |
| Change in period | 0.88% |
| Release date | Nov 05, 2025 |
| Price on release | $8.07 |
| EPS estimate | $0.0552 |
| EPS actual | $0.0700 |
| EPS surprise | 26.86% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $7.98 |
| Oct 31, 2025 | $8.29 |
| Nov 03, 2025 | $8.31 |
| Nov 04, 2025 | $7.96 |
| Nov 05, 2025 | $8.07 |
| Nov 06, 2025 | $10.97 |
| Nov 07, 2025 | $11.56 |
| Nov 10, 2025 | $11.93 |
| Nov 11, 2025 | $11.99 |
| 4 days before | 1.13% |
| 4 days after | 48.57% |
| On release day | 35.94% |
| Change in period | 50.25% |
Fastly . Class A Earnings Call Transcript Summary of Q3 2025
Fastly delivered a very strong Q3 2025: revenue of $158.2M (+15% YoY) beat the high end of guidance, gross margin improved to 62.8% (up ~410 bps YoY), operating income was $11.6M and free cash flow reached a record $18.1M. Security was a major growth driver (security revenue $34M, +30% YoY and 21% of total revenue) driven by cross-sell and a large multiproduct expansion with a top-10 customer. Network Services grew 11% YoY and compute/other products grew 51% YoY. Trailing 12‑month net retention was 106% (up from 104% last quarter). Management raised full‑year 2025 guidance: revenue $610M–$614M (+13% midpoint), gross margin 60%–61%, non‑GAAP operating profit $9M–$13M, and free cash flow $25M–$35M. Balance sheet: ~$343M cash & investments and the March 2026 convertible notes ($188M) remain current liabilities. Management noted a historical RPO recast due to an accounting treatment change (termination-for-convenience) and commented on limited exposure to ByteDance/TikTok (U.S. traffic <2% of Q3 revenue). Company is investing in go‑to‑market (notably APJ) and product innovation (security, AI, API resiliency) while emphasizing disciplined cost and ROI-focused budgeting.
