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Fastly
Fastly (FSLY) investor relations material
Fastly Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved record Q4 revenue of $173M, up 23% year-over-year, and full-year revenue of $624M, marking the highest annual growth in over three years.
Delivered record gross margin of 64% and all-time high operating margin and income, resulting in the first profitable fiscal year.
Security revenue growth accelerated to 32% year-over-year, with new product launches and cross-sell momentum driving multi-product adoption.
AI-related traffic and workloads are increasing, positioning the platform to benefit from the rise of agentic AI and edge intelligence.
Recognized as a leader in edge delivery and security by major industry analysts and customers.
Financial highlights
Q4 revenue: $172.6M, up 23% year-over-year; annual revenue: $624M, up 15% from 2024.
Q4 gross margin: 64%, up 650 bps year-over-year; full-year gross margin: 60.9%.
Q4 operating income: $21.2M; Q4 net profit: $20.1M ($0.12/diluted share) vs. net loss prior year.
Q4 adjusted EBITDA: $35M; full-year adjusted EBITDA: $77.4M.
Q4 free cash flow: $8.6M; full-year free cash flow: $45.8M, a swing of $81.6M year-over-year.
Outlook and guidance
Q1 2026 revenue guidance: $168M–$174M (18% annual growth at midpoint); gross margin: 64% ±50 bps.
Full-year 2026 revenue guidance: $700M–$720M (14% annual growth at midpoint); gross margin: 63% ±50 bps.
2026 non-GAAP operating profit: $50M–$60M (8% margin midpoint); non-GAAP EPS: $0.23–$0.29; free cash flow: $40M–$50M.
Infrastructure CapEx for 2026 expected at 10%–12% of revenue, up from 5% in 2025, with spend front-loaded due to supply chain constraints.
Q1 2026 non-GAAP net income per share: $0.07–$0.10.
What drives 'Other' revenue growth (Compute/Obs)?
What factors drove Q4 2025 free cash flow turnaround?
What specific commitments drive 55% RPO growth?
How does AI influence traffic and product strategy?
How does CapEx support growth and margin expansion?
Explain improved revenue quality from commitments.
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Next Fastly earnings date
Q1 20266 May, 2026
Fastly
Next Fastly earnings date
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Frequently asked questions
Content Delivery Networks
Fastly is an American technology company with global operations that provides various cloud computing services. The company provides a platform that is focused on content delivery networks (CDN), edge computing, and related technologies. Its platform is designed to help businesses manage digital content and distribute it quickly and efficiently via the Internet to end users. Fastly’s platform is used in a variety of industries, including media, entertainment, e-commerce, financial services, and tech companies in general. The company is headquartered in San Francisco, California, and its shares are listed on the NYSE.
More Efficient Solutions
Fastly was founded in 2011 by Artur Bergman. Bergman, who previously worked as CTO at Wikia, was motivated by the limitations he observed in existing CDN technologies, particularly around speed and flexibility. He envisioned a more efficient, programmable, and user-centric approach to content delivery. The company started with a focus on developing a more advanced CDN, designed to allow developers greater control over content caching and distribution. In 2013, just two years after its inception, the company had already made a notable impact, attracting large customers at places like (what was then) Twitter and Etsy.
The CDN
Fastly is a cloud computing service provider, primarily known for its advanced content delivery network. Its CDN technology accelerates the loading time of web pages and optimizes the user experience by caching content closer to users. Fastly stands out for its highly programmable and flexible network, which allows developers more control over how content is delivered and managed. Additionally, the company offers edge computing services, enabling data processing near the source of data generation, thus reducing latency. Fastly also focuses on internet security, providing solutions to protect websites and applications from cyber threats. The CDN sector is highly competitive, and other companies offering similar services include names such as Akamai and Cloudflare.
How it Works
Fastly operates by strategically placing servers around the world to form a global network, which serves as the backbone of its content delivery network (CDN). When a user requests a webpage or content that is part of Fastly's network, the request is routed to the nearest server, reducing the distance the data travels and speeding up the delivery time. This network also caches content, storing copies of web pages, images, and other media, so they can be quickly retrieved and delivered to users.
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