# Fastly, Inc.: overview

FSLY · Nasdaq · CIK 1517413 · [Technology](/sectors/technology.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/fsly.md) · [Financials](/companies/fsly/financials.md) · [Filings](/companies/fsly/filings.md) · [Insiders](/companies/fsly/insiders.md)

Latest reported revenue: [$183.3m](/filings/0001517413-26-000213.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 5, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax, accession 0001517413-26-000213).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [137](/filings/0001517413-25-000299.md) | [141 d](/filings/0001517413-26-000053.md) | [144](/filings/0001517413-26-000132.md) | [149](/filings/0001517413-26-000213.md) | [158](/filings/0001517413-25-000299.md) | [173 d](/filings/0001517413-26-000053.md) | [173](/filings/0001517413-26-000132.md) | [183](/filings/0001517413-26-000213.md) |
| Gross margin | % | [54.5%](/filings/0001517413-25-000299.md) | [53.4% d](/filings/0001517413-26-000053.md) | [53.2%](/filings/0001517413-26-000132.md) | [54.5%](/filings/0001517413-26-000213.md) | [58.4%](/filings/0001517413-25-000299.md) | [61.4% d](/filings/0001517413-26-000053.md) | [62.5%](/filings/0001517413-26-000132.md) | [63.3%](/filings/0001517413-26-000213.md) |
| Operating margin | % | [(29.6%)](/filings/0001517413-25-000299.md) | [(24.4%) d](/filings/0001517413-26-000053.md) | [(26.4%)](/filings/0001517413-26-000132.md) | [(24.8%)](/filings/0001517413-26-000213.md) | [(18.2%)](/filings/0001517413-25-000299.md) | [(8.7%) d](/filings/0001517413-26-000053.md) | [(13.8%)](/filings/0001517413-26-000132.md) | [(7.9%)](/filings/0001517413-26-000213.md) |
| Net margin | % | [(27.7%)](/filings/0001517413-25-000299.md) | [(23.4%) d](/filings/0001517413-26-000053.md) | [(27.1%)](/filings/0001517413-26-000132.md) | [(25.2%)](/filings/0001517413-26-000213.md) | [(18.6%)](/filings/0001517413-25-000299.md) | [(9.0%) d](/filings/0001517413-26-000053.md) | [(11.9%)](/filings/0001517413-26-000132.md) | [(8.5%)](/filings/0001517413-26-000213.md) |
| Diluted EPS | $ per share | [(0.27)](/filings/0001517413-25-000299.md) | not reported | [(0.27)](/filings/0001517413-26-000132.md) | [(0.26)](/filings/0001517413-26-000213.md) | [(0.20)](/filings/0001517413-25-000299.md) | not reported | [(0.13)](/filings/0001517413-26-000132.md) | [(0.10)](/filings/0001517413-26-000213.md) |
| Free cash flow | $m | [3.0 d](/filings/0001517413-25-000299.md) | [0.3 d](/filings/0001517413-26-000053.md) | [14.7](/filings/0001517413-26-000132.md) | [15.9 d](/filings/0001517413-26-000213.md) | [22.9 d](/filings/0001517413-25-000299.md) | [12.2 d](/filings/0001517413-26-000053.md) | [7.8](/filings/0001517413-26-000132.md) | [7.7 d](/filings/0001517413-26-000213.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [354](/filings/0001517413-24-000048.md) | [433](/filings/0001517413-25-000063.md) | [506](/filings/0001517413-26-000053.md) | [544](/filings/0001517413-26-000053.md) | [624](/filings/0001517413-26-000053.md) |
| Gross margin | % | [52.9%](/filings/0001517413-24-000048.md) | [48.5%](/filings/0001517413-25-000063.md) | [52.6%](/filings/0001517413-26-000053.md) | [54.4%](/filings/0001517413-26-000053.md) | [57.1%](/filings/0001517413-26-000053.md) |
| Operating margin | % | [(61.8%)](/filings/0001517413-24-000048.md) | [(56.9%)](/filings/0001517413-25-000063.md) | [(39.1%)](/filings/0001517413-26-000053.md) | [(30.9%)](/filings/0001517413-26-000053.md) | [(19.1%)](/filings/0001517413-26-000053.md) |
| Net margin | % | [(62.9%)](/filings/0001517413-24-000048.md) | [(44.1%)](/filings/0001517413-25-000063.md) | [(26.3%)](/filings/0001517413-26-000053.md) | [(29.1%)](/filings/0001517413-26-000053.md) | [(19.5%)](/filings/0001517413-26-000053.md) |
| Diluted EPS | $ per share | [(1.92)](/filings/0001517413-24-000048.md) | [(1.57)](/filings/0001517413-25-000063.md) | [(1.03)](/filings/0001517413-26-000053.md) | [(1.14)](/filings/0001517413-26-000053.md) | [(0.83)](/filings/0001517413-26-000053.md) |
| Free cash flow | $m | [(73.3)](/filings/0001517413-24-000048.md) | [(89.6)](/filings/0001517413-25-000063.md) | [(10.6)](/filings/0001517413-26-000053.md) | [6.1](/filings/0001517413-26-000053.md) | [65.8](/filings/0001517413-26-000053.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/fsly/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-26 | [Bergman Artur](/insiders/1769490.md) | Chief Technology Officer, Director, Officer | Sale (S) | 32,139 | $25.61 | $823.1k | [Form 4](/filings/0001517413-26-000320.md) |
| 2026-10-26 | [Bergman Artur](/insiders/1769490.md) | Chief Technology Officer, Director, Officer | Sale (S) | 4,900 | $24.60 | $120.5k | [Form 4](/filings/0001517413-26-000320.md) |
| 2026-10-26 | [Compton Charles Lacey III](/insiders/2074428.md) | CEO, Director, Officer | Sale (S) | 8,941 | $24.98 | $223.3k | [Form 4](/filings/0001517413-26-000322.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $279.5m | 15,222,887 |  | Added +2,784,247 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $218.3m | 11,892,230 |  | Added +3,255,441 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $180.2m | 9,814,704 |  | Reduced −1,202,781 |
| [Capital World Investors](/funds/1422849.md) | 2026-06-30 | $151.1m | 8,228,136 |  | Added +4,473,599 |
| [FIRST TRUST ADVISORS LP](/funds/1125816.md) | 2026-06-30 | $141.0m | 7,681,005 |  | Added +649,053 |
| [D. E. Shaw & Co., Inc.](/funds/1009207.md) | 2026-06-30 | $121.5m | 6,616,726 |  | Added +3,992,669 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $115.9m | 6,314,616 |  | Added +317,513 |
| [TWO SIGMA INVESTMENTS, LP](/funds/1179392.md) | 2026-06-30 | $111.3m | 6,062,511 |  | Added +448,264 |
| [Legal & General Group Plc](/funds/764068.md) | 2026-06-30 | $80.1m | 4,366,475 |  | Reduced −3,693,282 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $71.8m | 3,910,461 |  | Added +332,551 |

## Recent filings

[All 1,164 filings](/companies/fsly/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-08-17 | 16:06 ET | [8-K](/filings/0001517413-26-000238.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation | 0001517413-26-000238 |
| 2026-08-05 | 16:10 ET | [10-Q](/filings/0001517413-26-000213.md) | Quarterly report, period 2026-06-30 | 0001517413-26-000213 |
| 2026-08-05 | 16:08 ET | [8-K](/filings/0001517413-26-000212.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001517413-26-000212 |
| 2026-06-09 | 16:08 ET | [8-K](/filings/0001517413-26-000193.md) | 5.02 Departure or appointment of officers or directors; 5.07 Shareholder vote results | 0001517413-26-000193 |
| 2026-05-06 | 16:21 ET | [10-Q](/filings/0001517413-26-000132.md) | Quarterly report, period 2026-03-31 | 0001517413-26-000132 |
| 2026-05-06 | 16:09 ET | [8-K](/filings/0001517413-26-000129.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001517413-26-000129 |
| 2026-04-22 | 16:01 ET | [DEF 14A](/filings/0001140361-26-016095.md) | Proxy statement, period 2026-06-03 | 0001140361-26-016095 |
| 2026-03-05 | 09:12 ET | [8-K](/filings/0001517413-26-000089.md) | 4.01 Change of auditor | 0001517413-26-000089 |
| 2026-02-25 | 17:06 ET | [10-K](/filings/0001517413-26-000053.md) | Annual report, period 2025-12-31 | 0001517413-26-000053 |
| 2026-02-11 | 16:06 ET | [8-K](/filings/0001517413-26-000026.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001517413-26-000026 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001517413-26-000053.md), filed Feb 25, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/15ddc2e8-8980-4ad1-a928-cd87155c04af)

## About the filer

- CIK: 1517413
- Tickers: FSLY
- Exchange: Nasdaq
- SIC code: 7372 Services-Prepackaged Software
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 13:39 ET. No prices; not investment advice.