$FSLY

Fastly Non-GAAP EPS of $0.12 beats by $0.06, revenue of $172.61M beats by $11.25M
Fastly press release (FSLY): Q4 Non-GAAP EPS of $0.12 beats by $0.06.
Revenue of $172.61M (+22.8% Y/Y) beats by $11.25M.
Total revenue of $172.6 million, representing 23% year-over-year growth. Network services revenue of $130.8 million, representing 19% year-over-year growth. Security revenue of $35.4 million, representing 32% year-over-year growth. Other revenue of $6.4 million, representing 78% year-over-year growth. Network services revenue includes solutions designed to improve performance of websites, apps, APIs, and digital media. Security revenue includes products designed to protect websites, apps, APIs, and users. Other revenue includes Compute and Observability solutions.
Record RPO of $353.8 million grew 55% year over year
Shares +24%.
Fastly surges amid strong Q1 results, guidance
Fastly (FSLY) shares surged more than 25% in extended trading on Wednesday after the content delivery network provider reported stronger-than-expected first-quarter results and guidance.
For the period ending Dec. 31, Fastly said it earned an adjusted $0.12 per share as revenue rose 22.8% year-over-year to $172.61M. Analysts had expected the company to earn $0.06 per share on $161.36M in revenue.
In addition, Fastly said it ended the period with a record remaining performance obligations of $353.8M, up 55% year over year.
“Our fourth quarter results mark an inflection in Fastly’s growth as we achieved record revenue, gross margin, and operating profit,” said Kip Compton, CEO of Fastly, in a statement. “In 2025 we made significant progress on Fastly’s transformation and delivered great results. As we look toward 2026, we anticipate continued momentum, with AI as an increasing tailwind for our business.”
Looking to the first-quarter, Fastly expects to earn between $0.07 and $0.10 per share on an adjusted basis, above the $0.01 per share estimate. Sales are forecast to be between $168M and $174M, with the midpoint above the $159.62M estimate.
The company also issued guidance for the full-year, as it expects to earn between $0.23 and $0.29 per share, well above the $0.13 analysts were expecting. Sales are expected to be between $700M and $720M, well above the $667.79M analysts were forecasting.
Fastly will host a conference call at 4:30 p.m. EST to discuss the results.