Reported Earnings • 10h
Second quarter 2026 earnings released: US$0.099 loss per share (vs US$0.26 loss in 2Q 2025) Second quarter 2026 results: US$0.099 loss per share (improved from US$0.26 loss in 2Q 2025). Revenue: US$183.3m (up 23% from 2Q 2025). Net loss: US$15.6m (loss narrowed 59% from 2Q 2025). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Jul 24
CEO & Director recently sold Mex$4.1m worth of stock On the 16th of July, Charles Compton sold around 11k shares on-market at roughly Mex$360 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$11m. Charles has been a net seller over the last 12 months, reducing personal holdings by Mex$63m. Recent Insider Transactions • Jul 23
CEO & Director recently sold Mex$4.1m worth of stock On the 16th of July, Charles Compton sold around 11k shares on-market at roughly Mex$360 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$11m. Charles has been a net seller over the last 12 months, reducing personal holdings by Mex$63m. Annonce • Jul 10
Fastly, Inc. to Report Q2, 2026 Results on Aug 05, 2026 Fastly, Inc. announced that they will report Q2, 2026 results After-Market on Aug 05, 2026 Annonce • Jun 10
Fastly, Inc. Announces Executive Changes, Effective June 3, 2026 Fastly, Inc. announced that On June 3, 2026, the compoany appointed Jeffrey Ford as principal accounting officer of Fastly, effective as of June 3, 2026 (the "PAO Effective Date"); he will not be an executive officer of Fastly. Mr. Ford has served as Fastly's Chief Accounting Officer since joining Fastly in September 2025. Richard Wong has served as Fastly's Chief Financial Officer and principal accounting officer since his appointment in August 2025. On the PAO Effective Date, Mr. Wong will cease serving as principal accounting officer, but will continue to serve as Fastly's Chief Financial Officer. Mr. Ford, age 47, joined Fastly in September 2025 as Chief Accounting Officer. From August 2023 to September 2025, Mr. Ford served as Chief Accounting Officer and Senior Vice President of Finance at LivePerson, Inc., a digital engagement and conversational AI company. Before joining LivePerson, Mr. Ford served as a Controller at Stripe, LLC (formerly Stripe, Inc.), a global financial infrastructure platform from April 2022 to November 2022. From July 2021 to April 2022, Mr. Ford served as Vice President, Accounting at CrowdStrike, Inc., a cybersecurity technology company. Prior to that, Mr. Ford was a Partner at KPMG, a global network of professional firms providing audit, tax and advisory services, where he also held various leadership roles and served in the National Office (Department of Professional Practice) for over 20 years. He holds a B.S. in Accounting and B.A. in Business Administration and Economics from the University of Redlands and is a graduate of the Stanford Executive Program and an alumnus of Stanford University’s Graduate School of Business. Mr. Ford is a certified public accountant. Recent Insider Transactions • Jun 04
President of Go to Market recently sold Mex$5.8m worth of stock On the 29th of May, Scott Lovett sold around 20k shares on-market at roughly Mex$294 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$14m. Insiders have been net sellers, collectively disposing of Mex$201m more than they bought in the last 12 months. Recent Insider Transactions • May 30
Chief Financial Officer recently sold Mex$715k worth of stock On the 21st of May, Richard Wong sold around 3k shares on-market at roughly Mex$286 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$27m. Richard has been a net seller over the last 12 months, reducing personal holdings by Mex$7.0m. Recent Insider Transactions • May 22
Chief Financial Officer recently sold Mex$2.9m worth of stock On the 19th of May, Richard Wong sold around 10k shares on-market at roughly Mex$288 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$27m. Richard has been a net seller over the last 12 months, reducing personal holdings by Mex$6.3m. Reported Earnings • May 07
First quarter 2026 earnings released: US$0.13 loss per share (vs US$0.27 loss in 1Q 2025) First quarter 2026 results: US$0.13 loss per share (improved from US$0.27 loss in 1Q 2025). Revenue: US$173.0m (up 20% from 1Q 2025). Net loss: US$20.5m (loss narrowed 48% from 1Q 2025). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year. Annonce • Apr 23
Fastly, Inc., Annual General Meeting, Jun 03, 2026 Fastly, Inc., Annual General Meeting, Jun 03, 2026. Recent Insider Transactions • Apr 22
CEO & Director recently sold Mex$4.7m worth of stock On the 16th of April, Charles Compton sold around 11k shares on-market at roughly Mex$409 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$27m. Charles has been a net seller over the last 12 months, reducing personal holdings by Mex$46m. Annonce • Apr 10
Fastly, Inc. to Report Q1, 2026 Results on May 06, 2026 Fastly, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026 Annonce • Mar 31
Fastly, Inc. Appoints Joan Jenkins as Chief Marketing Officer Fastly, Inc. announced the appointment of marketing executive Joan Jenkins as Chief Marketing Officer (CMO). Jenkins will lead global marketing and focus on helping the company accelerate growth and further its leadership in security and edge computing, as well as scaling AI workloads. Jenkins joins Fastly with more than two decades of leadership experience, accelerating growth and expanding market presence at critical inflection points for B2B technology companies. Jenkins has a strong background in building high-performing teams, driving category leadership, and accelerating growth. Jenkins has held leadership positions at Informatica, Oracle, Mindtickle, and Cisco. Recent Insider Transactions • Mar 22
President of Go to Market recently sold Mex$14m worth of stock On the 17th of March, Scott Lovett sold around 35k shares on-market at roughly Mex$394 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$27m. Insiders have been net sellers, collectively disposing of Mex$171m more than they bought in the last 12 months. Recent Insider Transactions • Mar 07
CEO & Director recently sold Mex$4.8m worth of stock On the 3rd of March, Charles Compton sold around 13k shares on-market at roughly Mex$359 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.3m. Charles has been a net seller over the last 12 months, reducing personal holdings by Mex$19m. Recent Insider Transactions • Feb 23
Co-Founder recently sold Mex$5.5m worth of stock On the 18th of February, Artur Bergman sold around 18k shares on-market at roughly Mex$300 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.3m. Artur has been a net seller over the last 12 months, reducing personal holdings by Mex$21m. Buy Or Sell Opportunity • Feb 13
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 37% to Mex$310. The fair value is estimated to be Mex$257, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Reported Earnings • Feb 12
Full year 2025 earnings released: US$0.83 loss per share (vs US$1.15 loss in FY 2024) Full year 2025 results: US$0.83 loss per share (improved from US$1.15 loss in FY 2024). Revenue: US$624.0m (up 15% from FY 2024). Net loss: US$121.7m (loss narrowed 23% from FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Annonce • Feb 12
Fastly, Inc. Provides Revenue Guidance for the First Quarter and Full Year 2026 Fastly, Inc. provided revenue guidance for the first quarter and full year 2026. For the first quarter, the company expects revenue of $168.0 million to $174.0 million.
For the full year, the company expects revenue of $700.0 million to $720.0 million. Recent Insider Transactions • Jan 23
CEO & Director recently sold Mex$1.5m worth of stock On the 16th of January, Charles Compton sold around 9k shares on-market at roughly Mex$160 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.3m. Charles has been a net seller over the last 12 months, reducing personal holdings by Mex$11m. Annonce • Jan 15
Fastly, Inc. to Report Q4, 2025 Results on Feb 11, 2026 Fastly, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 11, 2026 Recent Insider Transactions • Dec 21
President of Go to Market recently sold Mex$6.3m worth of stock On the 16th of December, Scott Lovett sold around 35k shares on-market at roughly Mex$182 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$96m more than they bought in the last 12 months. Recent Insider Transactions • Nov 23
Co-Founder recently sold Mex$5.3m worth of stock On the 18th of November, Artur Bergman sold around 28k shares on-market at roughly Mex$188 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.4m. Artur has been a net seller over the last 12 months, reducing personal holdings by Mex$27m. Annonce • Nov 13
Fastly Empowers Partners to Strengthen Customer Security and Expand Services with New Certification Program Fastly, Inc. announced the launch of its new partner certification program, the Fastly Certified Services Partner Program. This new initiative is designed for technical security professionals at partner organizations, providing them with comprehensive training and certification to implement and manage Fastly's advanced security solutions. The introduction of this program marks a significant milestone for Fastly and for advancing go-to-market value for its partners. It provides partners with opportunities to add value by delivering certified implementation services. For customers, this program offers greater flexibility and choice: they can now choose to have their Fastly security solutions implemented either by Fastly's own professional services team or by a certified local partner. Upon successful completion of the training, partner organizations will earn the designation of "Fastly Certified Services Partner," and individual participants will become a "Fastly Certified Professional for Security Implementation." This security track is part of Fastly's ongoing certification program, underscoring the company's commitment to continuously enhancing its partners' go-to-market success through continuing enablement resources. Reported Earnings • Nov 07
Third quarter 2025 earnings released: US$0.20 loss per share (vs US$0.27 loss in 3Q 2024) Third quarter 2025 results: US$0.20 loss per share (improved from US$0.27 loss in 3Q 2024). Revenue: US$158.2m (up 15% from 3Q 2024). Net loss: US$29.5m (loss narrowed 22% from 3Q 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Annonce • Nov 06
Fastly, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2025 Fastly, Inc. provided earnings guidance for the fourth quarter and full year 2025. For the fourth quarter, the company expected total revenue of $159.0 million to $163.0 million.
For the full year, the company expected total revenue of $610.0 million to $614.0 million. Recent Insider Transactions • Oct 22
CEO & Director recently sold Mex$1.8m worth of stock On the 16th of October, Charles Compton sold around 11k shares on-market at roughly Mex$155 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.4m. Charles has been a net seller over the last 12 months, reducing personal holdings by Mex$5.6m. Annonce • Oct 09
Fastly, Inc. to Report Q3, 2025 Results on Nov 05, 2025 Fastly, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025 Recent Insider Transactions • Oct 04
Co-Founder recently sold Mex$3.1m worth of stock On the 29th of September, Artur Bergman sold around 20k shares on-market at roughly Mex$156 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.4m. Artur has been a net seller over the last 12 months, reducing personal holdings by Mex$27m. Recent Insider Transactions • Sep 20
President of Go to Market recently sold Mex$5.4m worth of stock On the 16th of September, Scott Lovett sold around 34k shares on-market at roughly Mex$158 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$98m more than they bought in the last 12 months. Recent Insider Transactions • Sep 05
Independent Director recently sold Mex$2.6m worth of stock On the 29th of August, Richard Daniels sold around 18k shares on-market at roughly Mex$142 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$17m. Insiders have been net sellers, collectively disposing of Mex$92m more than they bought in the last 12 months. Recent Insider Transactions • Aug 23
Co-Founder recently sold Mex$3.4m worth of stock On the 18th of August, Artur Bergman sold around 26k shares on-market at roughly Mex$129 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$17m. Artur has been a net seller over the last 12 months, reducing personal holdings by Mex$24m. Reported Earnings • Aug 08
Second quarter 2025 earnings released: US$0.26 loss per share (vs US$0.32 loss in 2Q 2024) Second quarter 2025 results: US$0.26 loss per share (improved from US$0.32 loss in 2Q 2024). Revenue: US$148.7m (up 12% from 2Q 2024). Net loss: US$37.5m (loss narrowed 14% from 2Q 2024). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Jul 19
CEO & Director recently sold Mex$1.5m worth of stock On the 16th of July, Charles Compton sold around 11k shares on-market at roughly Mex$128 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$17m. This was Charles' only on-market trade for the last 12 months. Annonce • Jul 11
Fastly, Inc. to Report Q2, 2025 Results on Aug 06, 2025 Fastly, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 Board Change • Jun 25
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. CEO & Director Kip Compton was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • May 21
CEO & Director recently sold Mex$10m worth of stock On the 16th of May, Todd Nightingale sold around 64k shares on-market at roughly Mex$160 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Todd has been a net seller over the last 12 months, reducing personal holdings by Mex$40m. Reported Earnings • May 08
First quarter 2025 earnings released: US$0.27 loss per share (vs US$0.32 loss in 1Q 2024) First quarter 2025 results: US$0.27 loss per share (improved from US$0.32 loss in 1Q 2024). Revenue: US$144.5m (up 8.2% from 1Q 2024). Net loss: US$39.1m (loss narrowed 9.9% from 1Q 2024). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Annonce • Apr 25
Fastly, Inc., Annual General Meeting, Jun 11, 2025 Fastly, Inc., Annual General Meeting, Jun 11, 2025. Recent Insider Transactions • Apr 20
Chief Financial Officer recently sold Mex$561k worth of stock On the 16th of April, Ronald Kisling sold around 5k shares on-market at roughly Mex$105 per share. This trade did not impact their existing holding. In the last 3 months, there was an even bigger sale from another insider worth Mex$5.8m. Ronald has been a net seller over the last 12 months, reducing personal holdings by Mex$15m. Board Change • Apr 15
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. CEO & Director Todd Nightingale was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Apr 11
Fastly, Inc. to Report Q1, 2025 Results on May 07, 2025 Fastly, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 07, 2025 Annonce • Apr 09
Fastly Unveils DDoS Attack Insights to Strengthen Protection and Security Transparency Fastly, Inc. has announced key updates to Fastly DDoS Protection that deliver unprecedented visibility into attack mitigation. Fastly DDoS Protection can mitigate attacks in seconds. Now with Fastly DDoS Protection's Attack Insights, security teams gain real-time insights into DDoS events, empowering them to validate mitigation actions and confidently protect applications and APIs from DDoS attacks. DDoS, or Distributed Denial of Service attacks, can quickly disrupt services with distributed attacks against applications and APIs, causing costly downtime and requiring immediate remediation. Automated solutions can help combat these attacks. However, verifying their efficacy is often difficult, and incorrect rules can further disrupt services, leaving security and platform teams reluctant to use the tool's blocking mode, which leaves their applications and APIs exposed. Fastly DDoS Protection addresses that challenge with rapid mitigation that helps keep legitimate traffic untouched while blocking malicious requests. With Fastly's Attack Insights, customers also gain detailed visibility into attack spikes, event-specific data, and the rules created to mitigate threats to decipher DDoS attacks confidently and maintain optimal performance. Fastly DDoS Protection: What's new: Fastly's new features help reveal and explain the unfolding of a DDoS attack, providing security teams with deeper insights into attack behavior and mitigation measures in real time: Events: Distinguishes individual DDoS attacks, helping security teams contextualize threats in real time. Event Details: Provides granular insights into attack attributes, including request samples, traffic summaries, and mitigation actions. Rule Details: Exposes the short-lived mitigation rules and their attributes, enabling teams to validate efficacy and help legitimate traffic remain unaffected. These updates provide organizations with automatic, high-performance defense against DDoS attacks and a visualized, context-rich event timeline to support reliability. Strengthening security, reducing complexity: Fastly's proactive approach to DDoS protection permits real-time threat mitigation without requiring tuning or security expertise. Customers can see what the solution blocked, why, and how Fastly's proprietary Attribute Unmasking technology prevented damage. Fastly DDoS Protection continues to offer predictable pricing, including no fees for attack traffic mitigated by Fastly, helping organizations avoid unexpected cloud costs associated with large-scale attacks. With one-click enablement, companies can help defend their websites, applications, and APIs against today's most sophisticated DDoS threats. Attack Insights are available now to Fastly DDoS Protection customers. Fastly DDoS protection can be easily added to Fastly accounts through the control panel. Board Change • Mar 26
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. CEO & Director Todd Nightingale was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Feb 23
CEO & Director recently sold Mex$5.8m worth of stock On the 19th of February, Todd Nightingale sold around 36k shares on-market at roughly Mex$164 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.2m. Todd has been a net seller over the last 12 months, reducing personal holdings by Mex$46m. Reported Earnings • Feb 13
Full year 2024 earnings released: US$1.15 loss per share (vs US$1.03 loss in FY 2023) Full year 2024 results: US$1.15 loss per share (further deteriorated from US$1.03 loss in FY 2023). Revenue: US$543.7m (up 7.4% from FY 2023). Net loss: US$158.1m (loss widened 19% from FY 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Jan 23
Chief Financial Officer recently sold Mex$1.2m worth of stock On the 16th of January, Ronald Kisling sold around 6k shares on-market at roughly Mex$196 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.3m. Ronald has been a net seller over the last 12 months, reducing personal holdings by Mex$20m. Recent Insider Transactions • Jan 22
Chief Financial Officer recently sold Mex$1.2m worth of stock On the 16th of January, Ronald Kisling sold around 6k shares on-market at roughly Mex$196 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.3m. Ronald has been a net seller over the last 12 months, reducing personal holdings by Mex$20m. Annonce • Jan 16
Fastly, Inc. to Report Q4, 2024 Results on Feb 12, 2025 Fastly, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025 Annonce • Dec 17
Fastly Inc. Announces the General Availability of Fastly AI Accelerator Fastly Inc. announced the general availability of Fastly AI Accelerator. A semantic caching solution created to address the critical performance and cost challenges faced by developers with Large Language Model (LLM) generative AI applications, Fastly AI Accelerator delivers an average of 9x faster response times. Initially released in beta with support for OpenAI ChatGPT, Fastly AI Accelerator is also now available with Microsoft Azure AI Foundry. Fastly AI Accelerator can be a game-changer for developers looking to optimize their LLM generative AI applications. To access its intelligent, semantic caching abilities, developers simply update their application to a new API endpoint, which typically only requires changing a single line of code. With this easy implementation, instead of going back to the AI provider for each individual call, Fastly AI Accelerator leverages the Fastly Edge Cloud Platform to provide a cached response for repeated queries. This approach helps to enhance performance, lower costs, and ultimately deliver a better experience for developers. Existing Fastly customers can add AI Accelerator directly from their Fastly accounts. Recent Insider Transactions • Dec 06
Co-Founder recently sold Mex$6.2m worth of stock On the 2nd of December, Artur Bergman sold around 30k shares on-market at roughly Mex$206 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.3m. Artur has been a net seller over the last 12 months, reducing personal holdings by Mex$73m. Annonce • Dec 03
Fastly, Inc. announced that it expects to receive $150 million in funding Fastly, Inc. entered into a subscription agreement on December 2, 2024. The company will issue 7.75% convertible senior notes due 2028 for aggregate principal amount of $ 150,000,000. The transaction is expected to be closed on or about December 5, 2024. Interest on the notes is payable semi-annually in arrears on June 1 and December 1 of each year, beginning on June 1, 2025. The notes will mature on June 1, 2028, unless earlier converted or repurchased. The notes will be convertible at the option of the noteholders in certain circumstances. Upon conversion, Fastly will pay or deliver, as the case may be, cash, shares of Fastly’s Class A common stock or a combination of cash and shares of common stock, at its election. The initial conversion rate is 50.6586 shares of common stock per $1,000 principal amount of notes and will be subject to customary anti-dilution adjustments. The notes will not be redeemable by Fastly prior to the maturity date, and no “sinking fund” will be provided for the notes. Board Change • Dec 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. CEO & Director Todd Nightingale was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 22
CEO & Director recently sold Mex$6.3m worth of stock On the 18th of November, Todd Nightingale sold around 50k shares on-market at roughly Mex$127 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Todd has been a net seller over the last 12 months, reducing personal holdings by Mex$52m. Reported Earnings • Nov 07
Third quarter 2024 earnings released: US$0.27 loss per share (vs US$0.42 loss in 3Q 2023) Third quarter 2024 results: US$0.27 loss per share (improved from US$0.42 loss in 3Q 2023). Revenue: US$137.2m (up 7.3% from 3Q 2023). Net loss: US$38.0m (loss narrowed 30% from 3Q 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Oct 20
Chief Financial Officer recently sold Mex$1.1m worth of stock On the 16th of October, Ronald Kisling sold around 7k shares on-market at roughly Mex$144 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$7.6m. Ronald has been a net seller over the last 12 months, reducing personal holdings by Mex$18m. Annonce • Oct 09
Fastly, Inc. to Report Q3, 2024 Results on Nov 06, 2024 Fastly, Inc. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024 Recent Insider Transactions • Sep 05
Chief Financial Officer recently sold Mex$140k worth of stock On the 29th of August, Ronald Kisling sold around 1k shares on-market at roughly Mex$118 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$7.6m. Ronald has been a net seller over the last 12 months, reducing personal holdings by Mex$19m. Recent Insider Transactions • Aug 28
CEO & Director recently sold Mex$1.5m worth of stock On the 23rd of August, Todd Nightingale sold around 12k shares on-market at roughly Mex$119 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$7.6m. Todd has been a net seller over the last 12 months, reducing personal holdings by Mex$46m. Recent Insider Transactions • Aug 21
CEO & Director recently sold Mex$7.6m worth of stock On the 16th of August, Todd Nightingale sold around 66k shares on-market at roughly Mex$115 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Todd has been a net seller over the last 12 months, reducing personal holdings by Mex$45m. Reported Earnings • Aug 08
Second quarter 2024 earnings released: US$0.32 loss per share (vs US$0.084 loss in 2Q 2023) Second quarter 2024 results: US$0.32 loss per share (further deteriorated from US$0.084 loss in 2Q 2023). Revenue: US$132.4m (up 7.8% from 2Q 2023). Net loss: US$43.7m (loss widened 309% from 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings. Annonce • Jul 11
Fastly, Inc. to Report Q2, 2024 Results on Aug 07, 2024 Fastly, Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024 Recent Insider Transactions • Jun 03
Chief Financial Officer recently sold Mex$167k worth of stock On the 29th of May, Ronald Kisling sold around 1k shares on-market at roughly Mex$138 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$9.7m. Ronald has been a net seller over the last 12 months, reducing personal holdings by Mex$25m. Recent Insider Transactions • May 29
CEO & Director recently sold Mex$1.8m worth of stock On the 23rd of May, Todd Nightingale sold around 12k shares on-market at roughly Mex$149 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$9.7m. Todd has been a net seller over the last 12 months, reducing personal holdings by Mex$61m. Annonce • May 29
Gainey Mckenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against Fastly, Inc Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the District of Minnesota on behalf of all persons or entities who purchased or otherwise acquired Fastly, Inc. (“Fastly” or the “Company”) securities between February 15, 2024 and May 1, 2024, inclusive (the “Class Period”). The lawsuit seeks to recover damages for the Company’s investors under the federal securities laws.The Complaint in the lawsuit alleges that Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, the Complaint alleges that the Defendants failed to disclose to investors that: (i) contrary to its representations to investors, Fastly was in fact experiencing a significant deceleration in growth among its largest customers and was losing the increased market share it had gained as a result of the 2023 CDN consolidation trend; (ii) the foregoing issues were likely to have a material negative impact on the Company’s revenue growth; (iii) accordingly, the Company was unlikely to meet its own previously issued revenue guidance for Fiscal Year 2024; (iv) as a result, the Company’s financial position and/or prospects were overstated; and (v) as a result, the Company’s public statements were materially false and misleading at all relevant times. The Complaint further alleges that the truth emerged on May 1, 2024, during after-market hours, when Fastly issued a press release announcing the Company’s First Quarter 2024 financial results. The Complaint alleges that the Company lowered its Fiscal Year 2024 revenue guidance to a range of $555 million to $565 million, significantly below its previously issued Fiscal Year 2024 revenue guidance of $580 million to $590 million, and below consensus estimates of $584.62 million for the same period. Recent Insider Transactions • May 21
CEO & Director recently sold Mex$9.7m worth of stock On the 16th of May, Todd Nightingale sold around 65k shares on-market at roughly Mex$148 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$12m. Todd has been a net seller over the last 12 months, reducing personal holdings by Mex$59m. Annonce • May 08
Fastly, Inc. Boosts Managed Security Service with Bot Management and Industry-Leading Sla Fastly, Inc. enhanced its Managed Security Service with coverage of Fastly Bot Management, and an industry-leading 30-minute time-to-notify service level agreement (SLA). Fastly’s recently released Bot Management solution combats automated attacks at the edge and significantly reduces the risk of fraud, DDoS attacks, account takeover, and other abuse. The company’s new industry-leading time-to-notify SLA is fueled by the visibility and tooling of Fastly’s security offering and guarantees Fastly security experts will proactively notify and begin mitigating critical security incidents within 30 minutes of discovery, often before an incident is even discovered by a customer. Other providers may have SLAs covering portions of critical incidents, like DDoS attacks, but Fastly’s Managed Security Service is committing to notification for any critical web application security incident. This announcement underscores the company’s commitment to solving complex cybersecurity problems. Traditionally, the most common SLA with managed security providers has been time-to-respond, which dictates how fast a provider’s team will respond after a customer raises a critical security incident. Unfortunately, with the rise and speed of automated web-application attacks, enterprise security teams may struggle to detect attacks proactively. This concerning trend, combined with the growing cybersecurity staff shortage, means that the role of a managed security provider with the ability to leverage a bot management solution that combats automated attacks at the edge has never been more important. Fastly Managed Security Service: How it Works: Fastly Managed Security Service is a premium offering powered by the Fastly Edge Cloud Platform which includes coverage of Fastly’s Next-Gen WAF, DDoS Mitigation, and now Bot Management subscriptions. It provides customers with continuous monitoring and proactive mitigation of web application attacks, all backed by a 15-minute response SLA, and now, a 30-minute time-to-notify SLA for critical security incidents. The service also includes threat hunts, robust post-event reporting, and ongoing strategic security consultations to help ensure the highest level of application protection and strengthen an organization’s overall security posture. Fastly’s Managed Security Service customers have access to: the Fastly Customer Security Operations Center (CSOC), a global, follow-the-sun security organization which provides 24/7 monitoring, active mitigation and proactive threat hunts; strategic insights and guidance from Fastly Security Technical Account Managers; and the Fastly Security Research Team, which uncovers threat insights from across the industry and customer base. Fastly will showcase its Bot Management Solution, Managed Security Service and other innovations at booth #1535 at RSA Conference 2024, which opens in San Francisco, California. Reported Earnings • May 02
First quarter 2024 earnings released: US$0.32 loss per share (vs US$0.36 loss in 1Q 2023) First quarter 2024 results: US$0.32 loss per share (improved from US$0.36 loss in 1Q 2023). Revenue: US$133.5m (up 14% from 1Q 2023). Net loss: US$43.4m (loss narrowed 2.8% from 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings. Annonce • May 02
Fastly, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2024 Fastly, Inc. provided earnings guidance for second quarter and full year 2024. For the quarter, company expects total revenue to be $130.0 million - $134.0 million. For the full year, company expects total revenue to be $555.0 million - $565.0 million. Annonce • Apr 26
Fastly, Inc., Annual General Meeting, Jun 12, 2024 Fastly, Inc., Annual General Meeting, Jun 12, 2024, at 09:00 Pacific Standard Time. Agenda: To elect each of the Board of Directors' three nominees, David Hornik, Charles Meyers, and Vanessa Smith, as a Class II director, to serve until annual meeting of stockholders in 2027; to ratify the selection by the Audit Committee of the Board of Directors of Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2024; to conduct an advisory vote to approve the compensation of named executive officers; and o conduct any other business properly brought before the annual meeting. Recent Insider Transactions • Apr 19
Chief Financial Officer recently sold Mex$1.7m worth of stock On the 16th of April, Ronald Kisling sold around 7k shares on-market at roughly Mex$221 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$26m. Ronald has been a net seller over the last 12 months, reducing personal holdings by Mex$25m. Annonce • Apr 04
Fastly, Inc. to Report Q1, 2024 Results on May 01, 2024 Fastly, Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024 Annonce • Apr 02
Fastly, Inc. Unveils New Bot Management Solution to Help Detect and Block Threats At the Edge Fastly, Inc. introduced Fastly Bot Management to help organizations combat automated “bot” attacks at the edge and significantly reduce the risk of fraud, DDoS attacks, account takeovers, and other online abuse. Fastly Bot Management represents an important cybersecurity milestone for the company, building on its proven bot mitigation expertise and capabilities currently available in its Next-Gen WAF. Fastly’s Bot Management solution enhances the company's overall security capabilities, which customers trust to significantly increase their security in real-world deployments. In fact, while many security tools are not configured to block traffic in order to avoid incorrectly blocking legitimate traffic, Fastly’s Next-Gen WAF is used in “full blocking mode” by nearly 90% of customers, a direct reflection of the trust and confidence customers have in Fastly’s solutions. Fastly Bot Management helps protect websites, applications, and valuable data from malicious automated traffic. The solution instantly classifies non-malicious and malicious bots at the Network Edge and provides multiple server-side and client-side mitigation techniques. Built for modern development teams, Fastly Bot Management helps reduce complexity by being simple to use, developer-friendly, and highly performant through the power of Fastly’s Edge Cloud Platform. Customers will benefit from: Reduced fraud and resource abuse through a multi-layered approach that automatically identifies and stops malicious bots that power fraudulent activity, like account takeover and carding attacks, which can result in bad customer experiences, costly refunds and customer support overhead. Edge deployment and enforcement reduces origin costs by only serving traffic to real customers. A safeguarded customer experience with Fastly’s edge-based solution helps reduce latency and keeps apps performant, while client-side features like challenge flows reduce buyer friction and promote higher conversion rates. Unified bot mitigation, application security, and delivery services through a developer-friendly console that allows teams to quickly deploy and block attacks. Recent Insider Transactions • Feb 22
CEO & Director recently sold Mex$14m worth of stock On the 16th of February, Todd Nightingale sold around 51k shares on-market at roughly Mex$275 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$29m. Todd has been a net seller over the last 12 months, reducing personal holdings by Mex$54m. Reported Earnings • Feb 15
Full year 2023 earnings released: US$1.03 loss per share (vs US$1.57 loss in FY 2022) Full year 2023 results: US$1.03 loss per share (improved from US$1.57 loss in FY 2022). Revenue: US$506.0m (up 17% from FY 2022). Net loss: US$133.1m (loss narrowed 30% from FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global IT industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 45% per year, which means it is significantly lagging earnings. Annonce • Feb 15
Fastly, Inc. Provides Earnings Guidance for First Quarter and Full Year 2024 Fastly, Inc. provided earnings guidance for First Quarter and Full Year 2024. For the quarter, company expects Total Revenue to be $131 millions - $135 millions. For the full year, company expects Total Revenue to be $580 millions - $590 millions. Annonce • Jan 31
Fastly Names Kip Compton as Chief Product Officer Fastly has reported the addition of Kip Compton as Chief Product Officer, as of January 2. The company said that Compton reports to Fastly CEO Todd Nightingale. According to a release, Compton brings more than 25 years of senior leadership experience driving innovation in cloud, video, Internet of Things (IoT) and networking. He has a long and proven track record of growing teams and businesses, including creating partnerships and investments to drive growth and open new markets. Most recently, Compton served as the senior vice president of strategy of the Cisco Networking business at Cisco where he led teams responsible for strategy, portfolio management, investments and acquisitions. Compton also holds multiple patents in digital video, security and networking. Recent Insider Transactions • Jan 21
Chief Financial Officer recently sold Mex$1.7m worth of stock On the 17th of January, Ronald Kisling sold around 6k shares on-market at roughly Mex$298 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$29m. Ronald has been a net seller over the last 12 months, reducing personal holdings by Mex$20m. Annonce • Jan 19
Fastly, Inc. to Report Q4, 2023 Results on Feb 14, 2024 Fastly, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 14, 2024 Annonce • Dec 22
Fastly, Inc. Announces the Addition of Kip Compton as Chief Product Officer, Effective January 2, 2024 Fastly, Inc. announced the addition of Kip Compton as Chief Product Officer, effective January 2, 2024. Compton will report to Fastly CEO Todd Nightingale. Compton brings more than 25 years of senior leadership experience driving innovation in cloud, video, Internet of Things (IoT) and networking. He has a long and proven track record of growing teams and businesses, including creating partnerships and investments to drive growth and open new markets. Most recently, Compton served as the senior vice president of strategy of the Cisco Networking business at Cisco where he led teams responsible for strategy, portfolio management, investments and acquisitions. Compton also holds multiple patents in digital video, security and networking. 
