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.
Fastly Q1 revenue $144.5M record; positive FCF $8.2M; raises full-year 2025 guidance
Revenue $144.5M (+8% YoY), above guidance; GAAP operating loss $38.2M, non-GAAP $5.8M.
Fastly Q4 2024 revenue $140.6M (record); FY2025 guidance $575-585M; refinanced debt
Q4 revenue $140.6M, above high-end of guidance; full-year 2024 revenue $543.7M, +7.5% YoY.
Fastly issues $150M 7.75% convertible notes due 2028 and repurchases $157.9M of 2026 notes
Issued $150.0 million principal of 7.75% convertible notes due 2028 with conversion price of $19.74 per share.
Fastly Q3 2024 revenue $137.2M (+7% YoY); record non-GAAP income $2.4M, adj EBITDA $13.3M
Revenue $137.2M (+7% YoY); GAAP net loss $38.0M ($0.27 EPS); record non-GAAP net income $2.4M ($0.02 EPS).
Fastly announces restructuring, cutting 11% of workforce with $10M charge in Q3 2024
Headcount reduction of approximately 11% of global full-time employees.
Fastly Q2 revenue $132.4M (+8% YoY); guides Q3 rev $130-134M amid demand challenges
GAAP net loss $0.32/share; non-GAAP net loss $0.07/share.
Fastly Q1 revenue $133.5M (+14%); non-GAAP EPS -$0.05; Q2 revenue guide $130-134M
Q1 revenue $133.5M, up 14% YoY; GAAP net loss per share $(0.32); non-GAAP net loss per share $(0.05).
Fastly Q4 revenue $137.8M (+15.5% YoY), non-GAAP EPS $0.01; guides FY24 rev $580-590M
Q4 revenue $137.8M (+15.5% YoY); GAAP gross margin 55.0% vs 52.4% YoY.
Fastly CRO Brett Shirk resigns effective Dec 1, 2023
Chief Revenue Officer Brett Shirk notified the company of his resignation on Nov 27, 2023.
Fastly repurchases ~$40.2M convertible notes at 86.6% of par, $437.2M remain
Repurchased $40.2M aggregate principal of 0% Convertible Senior Notes due 2026 for $34.8M cash.
Fastly Q3 revenue $127.8M (+18% YoY); Non-GAAP EPS -$0.06; guides Q4 revenue $137-141M
Revenue $127.8M up 18% YoY; GAAP net loss $54.3M improved from $63.4M YoY.
Record Q2 revenue $122.8M (+20% YoY, 4% sequential); GAAP EPS loss $0.08, non-GAAP EPS loss $0.04.
Fastly repurchases $236.4M of 0% convertible notes for ~$195M cash
Repurchased ~$236.4M principal of 0% convertible notes due 2026 for ~$195M cash.
Fastly beats Q1 revenue guidance; net loss narrows to $44.7M
Revenue $117.6M (+15% YoY) exceeded high-end of Q1 guidance.
Nonstatutory stock option to purchase 2,296,000 shares (≈1.81% of outstanding) at $16.41 per share.
Fastly Q4 revenue $119.3M beats guidance; FY23 revenue guidance $495-505M
Q4 record revenue $119.3M (+22% YoY); full year $432.7M (+22% YoY). GAAP gross margin 52.4%, up 380 bps seq.
Fastly Q3 record revenue $108.5M, beats guidance; GAAP net loss per share $0.52
Revenue $108.5M, up 25% YoY and 6% sequentially, exceeding Q3 guidance high end.
Fastly appoints Todd Nightingale CEO; former CEO Bixby remains advisor through mid-2023
Todd Nightingale succeeded Joshua Bixby as President, CEO, and Board member, effective Sep 1, 2022.
Fastly appoints Todd Nightingale as CEO, effective Sept 1, replacing Joshua Bixby
Todd Nightingale, former Cisco EVP, appointed CEO and Class I director, effective Sept 1, 2022.
Fastly Q2 revenue $102.5M, record; raises FY22 guidance; names Todd Nightingale CEO
Revenue $102.5M, up 21% YoY, above high-end of guidance; GAAP net loss $16.4M vs $58.3M YoY.
Fastly repurchases $235M of 0% convertible notes due 2026 for ~$176M
Repurchasing ~$235M principal amount of 0% Convertible Senior Notes due 2026 for ~$176.2M in cash.
Fastly CEO Joshua Bixby to resign once successor is appointed; board initiates search
Joshua Bixby to step down as CEO and board member after successor named; departure not due to any disagreement.
Fastly Q1 revenue $102.4M record beats guidance; CEO search initiated
Q1 revenue $102.4M, up 21% YoY, 5% QoQ; GAAP net loss $64.3M ($0.54/share), non-GAAP net loss $18.0M ($0.15/share).
Fastly Q4 revenue $97.7M beats guidance midpoint by 7%; NRR rises to 118%
Q4 revenue $97.7M, up 18% YoY and 13% sequentially; full-year revenue $354.3M, up 22% YoY.
Fastly Q3 revenue $87M (+23% YoY); net loss per share $0.48
Revenue $87M, up 23% YoY; GAAP net loss per share $0.48 vs $0.22 YoY; non-GAAP loss $0.11 vs $0.04.
Fastly Q2 revenue $85M (+14% YoY); GAAP net loss $0.51/sh; outage hit results
Revenue $85.0M (+14% YoY), net of $1.2M deferred revenue write-down from Signal Sciences acquisition.
Fastly converts all Class B common stock to Class A, eliminating dual-class voting structure
All outstanding Class B shares (10 votes each) automatically converted to Class A shares (1 vote each) on July 12, 2021.
Mr. Wong will cease serving as principal accounting officer, but will continue to serve as Fastly's Chief Financial Officer.
Fastly, Inc. ("Fastly") appointed Jeffrey Ford as principal accounting officer of Fastly, effective as of June 3, 2026
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.
On November 27, 2023, Brett Shirk, Chief Revenue Officer of Fastly, Inc. (the “Company”), notified the Company of his resignation effective December 1, 2023 to pursue another opportunity.
at which time Todd Nightingale began serving as the Company’s President and Chief Executive Officer and a member of the Board
Joshua Bixby’s service as the Company’s President and Chief Executive Officer and as a member of the Board of Directors (the “ Board ”) of Fastly, Inc. (the “ Company ”) terminated, effective as of September 1, 2022
On August 3, 2022, the Company announced that Todd Nightingale, age 43, had been appointed to serve as the Company’s Chief Executive Officer and as a member of the Board.
Joshua Bixby notified the Board of Directors (the “Board”) of Fastly, Inc. (the “Company”) on April 29, 2022 of his decision to resign as the Company’s Chief Executive Officer and as a member of the Board, effective as of the date of his successor’s appointment.
On April 29, 2022, Joshua Bixby notified the Board of Directors (the “Board”) of Fastly, Inc. of his decision to resign as Fastly’s Chief Executive Officer and as a member of the Board, effective as of the date of his successor’s appointment (the “Separation Date”).
Max materiality 0.85 · Median 0.68 · Most common event earnings