NASDAQ$FSLY

Fastly Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Fastly Inc reported Q2 2025 revenue of $148.7 million, up 12% year-over-year, with a net loss of $37.5 million.

Fastly delivered $148.7 million in revenue for the second quarter of 2025, driven by growth in Network Services, Security, and Other product lines. The company reported a net loss of $37.5 million and continued to expand its enterprise customer base to 622. Cash and cash equivalents stood at $82.5 million at quarter end.

  • Q2 2025 revenue reached $148.7 million, a 12% increase from $132.4 million in Q2 2024.
  • Enterprise customers generated 94% of revenue, with total enterprise customer count rising to 622.
  • Network Services remained the largest segment at $114.9 million, followed by Security at $29.3 million.
  • Net loss narrowed to $37.5 million from $43.7 million in the prior-year quarter.

Headline financials

Total Revenue

$149M

Previous: $132M+12.3%
EPS (adj)

-$0.26

Previous: -$0.32+18.8%
Enterprise Customer Count

622

Previous: 601+3.5%
Capital Expenditures

-$12.5M

Previous: -$3.37M-270.2%
Net Income

-$37.5M

Previous: -$43.7M+14.2%
Operating Income

-$36.9M

Previous: -$46.7M+21.0%
Gross Profit

$81.1M

Previous: $72.9M+11.3%
Cash & Equivalents

$82.5M

Previous: $147M-44.0%
Total Assets

$1.46B

Previous: $1.48B-1.3%

Revenue & EPS history

Fastly · Revenue · Quarterly

$149M

Q2 2025+12.3%vs Q2 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Fastly · $149M total across 3 segments · Q2 2025

  • Network Services
    $115M
  • Security
    $29.3M
  • Other
    $4.57M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-2.8%

Avg return

Earnings day

-2.9%

Avg return

5 days after

+5.4%

Avg return

30 days after

37%

10 / 27 earnings

Positive

+72.3%

Q4 2025

Best reaction

-38.5%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-38.5%-39.8%-42.8%
Q4 2025+72.3%+89.7%+164.0%
Q3 2025+36.0%+48.6%+30.4%
Q1 2025+25.7%+35.5%+27.0%
Q4 2024-20.9%-18.9%-32.0%
Q3 2024+6.5%-6.4%+42.1%
Q2 2024-16.3%-14.9%-19.3%
Q1 2024-30.5%-30.6%-38.0%
Q4 2023-28.6%-31.0%-45.0%
Q3 2023+12.3%+13.0%+23.0%
Q2 2023+12.8%+15.6%+34.3%
Q1 2023-16.5%-12.1%+16.2%
Q4 2022+19.6%+18.4%+14.8%
Q3 2022+2.9%+2.6%+19.6%
Q2 2022-5.9%-2.2%-31.2%
Q1 2022-17.3%-29.7%-25.6%
Q4 2021-34.9%-36.6%-42.1%
Q3 2021+10.3%+6.2%-27.2%
Q2 2021-13.6%-4.7%+1.0%
Q1 2021-28.6%-28.8%-20.2%
Q4 2020-17.7%-21.7%-27.4%
Q3 2020-8.2%-12.6%+13.2%
Q2 2020-22.8%-32.7%-30.3%
Q1 2020+47.7%+50.9%+98.3%
Q4 2019-4.5%-15.2%-26.8%
Q3 2019-3.8%-2.0%+9.1%
Q2 2019-11.7%-18.5%+60.7%
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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