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Fastly’s Q2 results for 2026 reflected a period of robust growth and operational improvement, though the market responded negatively. Management attributed the quarter’s performance to an expanding security business, increased adoption of its unified platform, and a notable rise in AI-driven and machine-generated traffic. CEO Charles Compton emphasized the significance of Fastly’s unified approach, stating the company’s “platform strategy is foundational to our success,” while also highlighting

Fastly (FSLY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

AI traffic acceleration and customer consolidation drove 23% revenue growth.

Fastly (NYSE:FSLY) reported record second-quarter revenue and improved profitability as customers expanded their use of its network, security and Compute products. The company also raised its full-year 2026 revenue and operating-profit outlook. Revenue for the second quarter rose 23% year over year

FSLY's Q2 earnings top estimates and 23% revenue growth, powered by security and AI demand, prompt a higher 2026 outlook as margins hit a record.

Moby summary of Fastly, Inc.'s Q2 2026 earnings call

Fastly Inc (FSLY) reports record revenue of $183.3 million, up 23% year-over-year, with security revenue surging 43% and a record gross margin of 65.8%.

While the top- and bottom-line numbers for Fastly (FSLY) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Fastly (FSLY) delivered earnings and revenue surprises of +114.29% and +5.34%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Transcat (TRNS) delivered earnings and revenue surprises of +37.84% and +7.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Every investor has felt the itch to buy the one stock everyone else already owns. Fastly’s chart this year has that kind of pull, a steady climb that turns skeptics into buyers with each new high. One of Wall Street’s largest banks looked at that same chart and decided to stay out. BofA Global ...

Fastly stock has surged 192.0% over the past year, yet there is a clear split between an intrinsic value estimate that points to upside and market multiples that suggest the shares already trade at a premium. Over the last 12 months, Fastly has returned 192.0%, which puts extra focus on whether the current price still leaves room for attractive long term returns. Recent product and partnership momentum around its edge cloud and security offerings can support revenue and cash flow...

Fastly recently reported that its quarterly revenue reached US$173 million, about 20% higher than a year earlier and modestly ahead of analyst expectations, alongside raising its full-year outlook and beating guidance on upcoming earnings per share. At the same time, Fastly joined the DIMPACT coalition to help media and streaming customers measure and cut the emissions tied to digital content delivery, aligning its edge cloud platform with growing demand for more transparent and efficient...

Fastly (FSLY) is back in focus after quarterly revenue of $173 million and raised full year guidance exceeded analyst expectations, even as the stock has fallen 35.8% since the earnings release. See our latest analysis for Fastly. Over the past year, Fastly’s share price return has been volatile, with a 7 day share price gain of 8.05% and a 1 day decline of 3.64% following strong earnings. The 1 year total shareholder return of 191.95% and 3 year total shareholder return of 11.94% point to...

Fastly (FSLY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Fastly’s first quarter was marked by strong growth in security and compute product lines, with management attributing the performance to broad-based customer adoption and expansion of its platform. CEO Kip Compton highlighted that security revenue grew 47% year-over-year and now accounts for 22% of total revenue, citing particularly robust uptake of products like DDoS Protection, Bot Management, and API Discovery. Despite these positives, the market reacted sharply to the results, reflecting con

FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend.

Fastly dropped 38% after its Q1 earnings. However, the stock is still up more than 85% this year.

Fastly (NYSE:FSLY) reported a stronger-than-expected start to 2026, with first-quarter revenue rising 20% year over year to $173 million, near the high end of its guidance range, as growth in security and compute helped offset normal seasonal patterns in its network services business. Chief Executi

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too

Moby summary of Fastly, Inc.'s Q1 2026 earnings call

Fastly (FSLY) delivered earnings and revenue surprises of +62.50% and +0.76%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

The headline numbers for Fastly (FSLY) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

A copy of today's earnings press release, related financial tables and supplements, all of which are furnished in our 8-K filing today, can be found in the Investor Relations portion of Fastly, Inc.’s website, along with the investor presentation. During this call, we will make forward-looking statements related to the expected performance of our business, future financial results, products and services, sales and growth strategy, long-term growth, and overall future prospects.

Fastly shares fall even as first-quarter earnings beat expectations. AI agentic traffic revenue is the key.

In the days leading up to its recently released first-quarter results, Fastly attracted attention as investors anticipated revenue growth of 16% to 20.4% year on year and a shift from a non-GAAP net loss to net income per share. Investor optimism was further reinforced by strong AI-related earnings from peer DigitalOcean, which highlighted broader enthusiasm for edge infrastructure providers like Fastly. With that backdrop and rising expectations for improved profitability, we’ll now examine...

Fastly Inc. (NASDAQ:FSLY) is one of the 10 Stocks Turning Heads With Double-Digit Gains. Fastly grew its share prices by 17.72 percent on Tuesday to close at $32.36 apiece, as investors loaded portfolios ahead of the results of its first quarter earnings performance, which came shortly after market close. Earlier, the company announced targets of […]

Fastly heads into Q1 earnings with strong security growth and AI momentum, but competition, pricing pressure, and valuation concerns cloud the near-term outlook.

Rimini Street (RMNI) delivered earnings and revenue surprises of -60.00% and +2.24%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Fastly (FSLY) is back in focus after investors reacted to its upcoming quarterly earnings release and its new AI powered partnership with LALIGA to tackle piracy and illegal sports streaming. See our latest analysis for Fastly. The recent 1 day share price return of 7.15% and 7 day gain of 5.73% sit against a 30 day share price decline of 9.19%. However, Fastly’s 90 day share price return of 185.30% and very large 1 year total shareholder return of 356.57% show that momentum has been strong...