NASDAQ$FSLY

Fastly Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Fastly reported Q3 2025, revenue of $158.2M, a net loss of $29.5M.

For Q3 2025, Fastly reported revenue of $158.2M, a net loss of $29.5M. Management discussed operating trends, liquidity, and priorities as disclosed in the quarterly filing.

  • Revenue $158.2M.
  • Net loss $29.5M.
  • Fastly updated strategic and capital priorities in the filing.

Headline financials

Total Revenue

$158M

Previous: $137M+15.3%
EPS (adj)

$0.07

Previous: -$0.27+125.9%
Enterprise customer count

627

Previous: 576+8.9%
Top ten customer revenue percentage

32.0%

Previous: 33.0%-3.0%
Remaining Performance Obligations

$268M

Previous: $231M+16.0%
LTM Net Retention Rate

106.0%

Previous: 104.0%+1.9%
Capital Expenditures

-$18.5M

Previous: -$5.36M-245.1%
Net Income

-$29.5M

Previous: -$38M+22.4%
Operating Income

-$28.8M

Previous: -$40.6M+29.1%
Gross Profit

$92.3M

Previous: $74.7M+23.5%

Revenue & EPS history

Fastly · Revenue · Quarterly

$158M

Q3 2025+15.3%vs Q3 2024
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

The filing discusses Fastly's outlook, capital deployment, and key risks without relying solely on numeric EPS guidance.

Tailwinds

  • Fastly cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.

Headwinds

  • GAAP profitability remained under pressure in the quarter.
  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-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
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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