earnings
confidence high
sentiment neutral
materiality 0.75
Fastly Q4 2024 revenue $140.6M (record); FY2025 guidance $575-585M; refinanced debt
Fastly, Inc.
2024-FY EPS reported
-$1.14
revenue$543,676,000
- Q4 revenue $140.6M, above high-end of guidance; full-year 2024 revenue $543.7M, +7.5% YoY.
- GAAP net loss per share Q4 -$0.23; non-GAAP net loss per share -$0.03 (vs $0.01 Q4 2023).
- Issued $150M of 7.75% convertible notes due 2028; repurchased $158M of 0% notes at ~$0.95.
- Q1 2025 guidance: revenue $136-140M, non-GAAP net loss per share -$0.09 to -$0.05.
- Enterprise customers 596 (up 20 QoQ); LTM NRR fell to 102% from 105% in Q3 2024.