earnings
confidence high
sentiment neutral
materiality 0.75
Fastly Q4 revenue $97.7M beats guidance midpoint by 7%; NRR rises to 118%
Fastly, Inc.
2021-FY EPS reported
-$1.92
revenue$354,330,000
- Q4 revenue $97.7M, up 18% YoY and 13% sequentially; full-year revenue $354.3M, up 22% YoY.
- GAAP gross margin declined to 50.9% in Q4 from 59.2% YoY; non-GAAP gross margin 55.8% vs 63.7%.
- GAAP net loss per share $0.49 in Q4 (vs $0.40 prior year); non-GAAP loss per share $0.10 (vs $0.09).
- Dollar-Based Net Expansion Rate improved to 121% in Q4; annual revenue retention 99.2%, with 445 enterprise customers.
- Launched Next-Gen WAF, Origin Inspector, and Compute@Edge support for multiple languages.