NASDAQ$FSLY

Fastly Inc · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Reported solid results with revenue up 44% year-over-year and strong enterprise customer growth.

Fastly's Q4 2019 results showed strong top-line growth with revenue of $59 million, up 44% year-over-year. The company also saw an increase in enterprise customer count and a DBNER of 136%.

  • Q4 2019 revenue reached $59 million, a 44% increase year-over-year.
  • GAAP gross margin improved to 56.7%, up from 56.6% year-over-year.
  • Enterprise customer count increased to 288, up from 274 in Q3 2019.
  • Dollar-Based Net Expansion Rate (DBNER) increased to 136%, up from 135% in Q3 2019.

Headline financials

Total Revenue

$58.9M

Previous: $40.8M+44.5%
EPS (adj)

-$0.10

Previous: -$0.09-8.0%
Enterprise customer count

288

No prior period
Capital Expenditures

$4.21M

No prior period
Free Cash Flow

-$9M

No prior period
Net Income

-$14M

Previous: -$7.31M-91.6%
Operating Income

-$14M

Previous: -$7.06M-98.3%
Gross Profit

$33.5M

Previous: $23.1M+44.9%
Cash & Equivalents

$201M

No prior period
Total Assets

$321M

No prior period
Stock-Based Comp

$4.6M

No prior period

Revenue & EPS history

Fastly · Revenue · Quarterly

$58.9M

Q4 2019+44.5%vs Q4 2018
Beat estimate in 5 of 11 quarters(45%)
ActualEstimate

Forward guidance

The 2020 outlook reflects continued investment, balanced by our ongoing commitment to margin expansion.

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 Q4 2019

Historical avgQ4 2019

-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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