earnings
confidence high
sentiment positive
materiality 0.80
Fastly Q1 revenue $173M (+20% YoY); raises FY2026 guidance; RPO $369M (+63%)
Fastly, Inc.
2026-Q1 EPS reported
-$0.13
revenue$173,021,000
- Record Q1 revenue $173M (+20% YoY); GAAP gross margin 62.5% (record), non-GAAP 65.1%.
- GAAP net loss per share $0.13; non-GAAP net income per share $0.13 diluted, $0.15 basic.
- RPO $369M (+63% YoY); LTM NRR 113% (up from 110%); large customer count 634.
- Security revenue $38.8M (+47% YoY) now 22% of total revenue; operating cash flow $28.9M.
- Raised FY2026 guidance: revenue $710-725M, non-GAAP EPS $0.27-0.33; Q2 revenue $170-176M.
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