earnings
confidence high
sentiment negative
materiality 0.75
Fastly Q2 revenue $85M (+14% YoY); GAAP net loss $0.51/sh; outage hit results
Fastly, Inc.
2021-Q2 EPS reported
-$0.95
revenue$169,878,000
- Revenue $85.0M (+14% YoY), net of $1.2M deferred revenue write-down from Signal Sciences acquisition.
- GAAP gross margin 52.6% vs 60.2% YoY; non-GAAP gross margin 57.6% vs 61.7% YoY.
- GAAP operating loss $57.0M (vs $14.2M loss YoY); non-GAAP operating loss $18.0M (vs $2.3M income YoY).
- DBNER 126% (Q1: 141%); NRR 93% (Q1: 110%); enterprise customer count 408 (Q1: 395).
- CEO cited a significant outage affecting Q2 results and Q3/full-year outlook; top-10 customer has not returned traffic.