Fastly stock pops on quarterly earnings beat, strong guidance

For the 4th fourth of 2025, Fastly reported adjusted net of $0.12 per share, beating the statement estimation of $0.06.

Revenue totaled $172.61 million, which was up 23% year-over-year and supra analysts’ expectations of $161.36 million.

Fastly besides reported remaining show obligations (RPO) of astir $354 million, up 55% from a twelvemonth earlier, indicating maturation successful contracted aboriginal revenue.

Enterprise lawsuit number roseate to 628, up from the anterior year, and the institution reported a last-12-month nett retention complaint of 110%.

"Our 4th fourth results people an inflection successful Fastly’s maturation arsenic we achieved grounds revenue, gross margin, and operating profit,” Fastly CEO Kip Compton said successful a statement.

“In 2025 we made important advancement connected Fastly’s translation and delivered large results. As we look toward 2026, we expect continued momentum, with AI arsenic an expanding tailwind for our business.”

For the existent 4th ending successful March, Fastly said it expects adjusted net successful a scope of $0.07 to $0.10 per stock connected gross of $168 cardinal to $174 million. Analysts had been looking for adjusted net of $0.06 per stock connected gross of astir $166.6 million.

Fastly besides provided full-year 2026 gross guidance of $700 cardinal to $720 cardinal and adjusted nett income per stock of $0.23 to $0.29.