Highest-materiality recent filing
Fastly Q1 revenue $173M (+20% YoY); raises FY2026 guidance; RPO $369M (+63%)
Record Q1 revenue $173M (+20% YoY); GAAP gross margin 62.5% (record), non-GAAP 65.1%.
Fastly Q4 2025 revenue $172.6M (+23% YoY); non-GAAP EPS $0.13; FY26 guide $700-720M
Record Q4 revenue $172.6M (+23% YoY); full year 2025 revenue $624.0M.
Fastly issues $160M 0% convertible notes due 2030; repurchases $150M of 2026 notes
Priced $160M upsized offering of 0% convertible senior notes due 2030; initial conversion price ~$15.26 (32.5% premium over $11.52 close).
Fastly Q3 2025: record $158.2M revenue, non-GAAP EPS $0.07, FCF $18.1M positive
Revenue $158.2M, up 15% YoY, above guidance high-end; GAAP net loss $0.20/share vs $0.27 loss YoY.
Fastly Q2 revenue $148.7M beats guidance; raises FY2025 outlook, appoints new CFO
Record Q2 revenue $148.7M (+12% YoY), exceeding guidance; GAAP EPS loss $0.26.
Fastly appoints CPO Kip Compton as CEO; Todd Nightingale steps down June 16
CEO Todd Nightingale resigns effective June 16, 2025, to pursue external opportunity; serves as advisor through June 30.
On June 14, 2025, the Company appointed Charles (“Kip”) Compton, the Company’s current Chief Product Officer, to serve as the Company’s Chief Executive Officer and as a Class I member of the Board with a term expiring at the Company’s 2026 annual meeting of stockholders, effective as of the Effective Date.
On June 13, 2025, Todd Nightingale, Chief Executive Officer of Fastly, Inc. (the “Company”), notified the Company of his resignation as Chief Executive Officer and President to pursue another opportunity.
as a Class I member of the Board with a term expiring at the Company’s 2026 annual meeting of stockholders, effective as of the Effective Date.
Mr. Nightingale has also resigned as a director on the Company’s board of directors (the “Board”) as of the Effective Date.
Max materiality 0.85 · Median 0.72 · Most common event earnings