earnings
confidence high
sentiment positive
materiality 0.85
Fastly Q2 revenue $183.3M (+23% YoY); raises FY2026 guidance
Fastly, Inc.
- GAAP net loss $0.10/share; non-GAAP net income $0.15 diluted EPS.
- LTM net retention rate 117%, highest in over three years, up from 113% Q1.
- Security revenue $41.7M (+43% YoY), now 23% of total revenue.
- Generated $3.6M positive free cash flow; operating cash flow $39.3M.
- FY2026 revenue guidance raised to $732-746M; non-GAAP EPS $0.50-0.54.