View Future GrowthFastly 過去の業績過去 基準チェック /06Fastlyは5.2%の年平均成長率で業績を伸ばしているが、IT業界はgrowingで7.1%毎年増加している。売上は成長しており、年平均14.1%の割合である。主要情報5.16%収益成長率10.69%EPS成長率IT 業界の成長13.97%収益成長率14.07%株主資本利益率-13.09%ネット・マージン-19.50%前回の決算情報31 Dec 2025最近の業績更新お知らせ • Apr 10Fastly, Inc. to Report Q1, 2026 Results on May 06, 2026Fastly, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Jan 15Fastly, Inc. to Report Q4, 2025 Results on Feb 11, 2026Fastly, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 11, 2026お知らせ • Oct 09Fastly, Inc. to Report Q3, 2025 Results on Nov 05, 2025Fastly, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025お知らせ • Jul 11Fastly, Inc. to Report Q2, 2025 Results on Aug 06, 2025Fastly, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Apr 11Fastly, Inc. to Report Q1, 2025 Results on May 07, 2025Fastly, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 07, 2025お知らせ • Jan 16Fastly, Inc. to Report Q4, 2024 Results on Feb 12, 2025Fastly, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025すべての更新を表示Recent updatesお知らせ • Apr 23Fastly, Inc., Annual General Meeting, Jun 03, 2026Fastly, Inc., Annual General Meeting, Jun 03, 2026.お知らせ • Apr 10Fastly, Inc. to Report Q1, 2026 Results on May 06, 2026Fastly, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Mar 31Fastly, Inc. Appoints Joan Jenkins as Chief Marketing OfficerFastly, 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.お知らせ • Feb 12Fastly, Inc. Provides Revenue Guidance for the First Quarter and Full Year 2026Fastly, 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.お知らせ • Jan 15Fastly, Inc. to Report Q4, 2025 Results on Feb 11, 2026Fastly, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 11, 2026Board Change • Dec 30Insufficient new directorsThere 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.お知らせ • Nov 13Fastly Empowers Partners to Strengthen Customer Security and Expand Services with New Certification ProgramFastly, 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.お知らせ • Nov 06Fastly, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2025Fastly, 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.お知らせ • Oct 09Fastly, Inc. to Report Q3, 2025 Results on Nov 05, 2025Fastly, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025お知らせ • Aug 07+ 2 more updatesFastly, Inc. Announces Chief Financial Officer ChangesFastly, Inc. announced the appointment of Richard “Rich” Wong as Chief Financial Officer, effective August 11, 2025. Wong will succeed Ronald W. Kisling who is leaving to pursue new opportunities. Kisling will remain at Fastly in an advisory capacity through September 15, 2025 to help ensure a smooth transition of responsibilities. Wong is a seasoned executive with nearly three decades of finance leadership experience spanning high-growth startups, public tech companies, and global investment banks. Wong brings a proven ability to drive operational excellence and experience in strategic financial planning, as well as a robust foundation in investment banking. Most recently, Wong served as CFO at Benchling, a vertical SaaS company. While at Benchling, Wong helped the company scale revenue, launch new products, and expand internationally. Prior to Benchling, he served as CFO at Houzz Inc. Wong began his career as an investment banker at JP Morgan and Banc of America Securities, and also held senior finance roles at LinkedIn and Yahoo!. Wong holds an MBA from Northwestern University’s Kellogg School of Management and a Bachelor of Science in Business Administration from the University of California, Berkeley.お知らせ • Jul 11Fastly, Inc. to Report Q2, 2025 Results on Aug 06, 2025Fastly, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jun 30+ 4 more updatesFastly, Inc.(NYSE:FSLY) dropped from Russell 3000 Growth IndexFastly, Inc.(NYSE:FSLY) dropped from Russell 3000 Growth Indexお知らせ • Jun 17+ 1 more updateFastly, Inc. Announces Board ChangesOn June 13, 2025, Todd Nightingale, Chief Executive Officer of Fastly, Inc. (the Company"), notified the Company of his resignation as Chief Executive Officer and President to pursue another opportunity. The date of Mr. Nightingale's resignation as Chief Executive Officer and President is June 16, 2025 (the Effective Date"). Mr. Nightingale will serve as an advisor to the Company until June 30, 2025. Mr. Nightingale has also resigned as a director on the Company's board of directors (the Board") as of the Effective Date. Mr. Nightingale's resignation is not due to any disagreement with the Company or any matter relating to the Company's operations, policies or practices. On June 14, 2025, the Company appointed Charles (Kip") Compton, the Company's current Chief Product Officer, to serve as the Company's Chief Executive Officer and as a Class I member of the Board with a term expiring at the Company's 2026 annual meeting of stockholders, effective as of the Effective Date. Mr. Compton, age 53, joined Fastly in January 2024 as Chief Product Officer. Prior to joining Fastly, Mr. Compton served as the Senior Vice President of Strategy & Business Development of the Cisco Networking business from 2020 to August 2023, where he led teams responsible for strategy, portfolio management, investments and acquisitions. Prior to that, he held various roles at Cisco since January 2006. Mr. 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. Mr. Compton holds both a Bachelor of Science degree in Computer Science and Engineering and a Master's degree in Electrical Engineering and Computer Science from Massachusetts Institute of Technology and an MBA from The Wharton School of the University of Pennsylvania.お知らせ • May 08+ 1 more updateFastly, Inc. Provides Earnings Guidance for the Second Quarter of 2025Fastly, Inc. provided earnings guidance for the second quarter of 2025. For the second quarter, the company expects total revenue of $143.0 million - $147.0 million.お知らせ • Apr 25Fastly, Inc., Annual General Meeting, Jun 11, 2025Fastly, Inc., Annual General Meeting, Jun 11, 2025.お知らせ • Apr 11Fastly, Inc. to Report Q1, 2025 Results on May 07, 2025Fastly, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 07, 2025お知らせ • Apr 09Fastly Unveils DDoS Attack Insights to Strengthen Protection and Security TransparencyFastly, 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.お知らせ • Jan 16Fastly, Inc. to Report Q4, 2024 Results on Feb 12, 2025Fastly, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025お知らせ • Dec 17Fastly Inc. Announces the General Availability of Fastly AI AcceleratorFastly 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.お知らせ • Dec 03Fastly, Inc. announced that it expects to receive $150 million in fundingFastly, 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.Reported Earnings • Nov 08Third 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 7.8% growth forecast for the IT industry in Germany. 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 44% per year, which means it is significantly lagging earnings.お知らせ • Oct 09Fastly, Inc. to Report Q3, 2024 Results on Nov 06, 2024Fastly, Inc. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024Recent Insider Transactions • Aug 21CEO & Director recently sold €371k worth of stockOn the 16th of August, Todd Nightingale sold around 66k shares on-market at roughly €5.62 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 €2.4m.Reported Earnings • Aug 08Second 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 IT industry in Germany. 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 43% per year, which means it is significantly lagging earnings.お知らせ • Jul 11Fastly, Inc. to Report Q2, 2024 Results on Aug 07, 2024Fastly, Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024お知らせ • May 29Gainey Mckenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against Fastly, IncGainey 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 21CEO & Director recently sold €532k worth of stockOn the 16th of May, Todd Nightingale sold around 65k shares on-market at roughly €8.13 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 €625k. Todd has been a net seller over the last 12 months, reducing personal holdings by €3.2m.お知らせ • May 08Fastly, Inc. Boosts Managed Security Service with Bot Management and Industry-Leading SlaFastly, 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.Buy Or Sell Opportunity • May 02Now 37% undervalued after recent price dropOver the last 90 days, the stock has fallen 59% to €8.26. The fair value is estimated to be €13.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Reported Earnings • May 02First 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 8.8% growth forecast for the IT industry in Germany. 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 30% per year, which means it is significantly lagging earnings.お知らせ • May 02Fastly, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2024Fastly, 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.お知らせ • Apr 26Fastly, Inc., Annual General Meeting, Jun 12, 2024Fastly, 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.お知らせ • Apr 04Fastly, Inc. to Report Q1, 2024 Results on May 01, 2024Fastly, Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024お知らせ • Apr 02Fastly, Inc. Unveils New Bot Management Solution to Help Detect and Block Threats At the EdgeFastly, 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.Reported Earnings • Feb 23Full 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 IT industry in Germany. 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 40% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Feb 22CEO & Director recently sold €757k worth of stockOn the 16th of February, Todd Nightingale sold around 51k shares on-market at roughly €14.93 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 €1.6m. Todd has been a net seller over the last 12 months, reducing personal holdings by €2.9m.Board Change • Feb 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Todd Nightingale was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Feb 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Todd Nightingale was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 15Full 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 9.1% growth forecast for the IT industry in Germany. 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 39% per year, which means it is significantly lagging earnings.お知らせ • Feb 15Fastly, Inc. Provides Earnings Guidance for First Quarter and Full Year 2024Fastly, 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.お知らせ • Jan 31Fastly Names Kip Compton as Chief Product OfficerFastly 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 26Co-Founder recently sold €1.4m worth of stockOn the 22nd of January, Artur Bergman sold around 74k shares on-market at roughly €18.60 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 €1.6m. Artur has been a net seller over the last 12 months, reducing personal holdings by €7.0m.お知らせ • Jan 19Fastly, Inc. to Report Q4, 2023 Results on Feb 14, 2024Fastly, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 14, 2024お知らせ • Dec 22Fastly, Inc. Announces the Addition of Kip Compton as Chief Product Officer, Effective January 2, 2024Fastly, 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.Recent Insider Transactions • Dec 13Co-Founder recently sold €1.6m worth of stockOn the 7th of December, Artur Bergman sold around 100k shares on-market at roughly €15.64 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Artur has been a net seller over the last 12 months, reducing personal holdings by €5.6m.お知らせ • Nov 30Fastly, Inc. Announces Resignation of Brett Shirk as Chief Revenue Officer, Effective on December 1, 2023On November 27, 2023, Brett Shirk, Chief Revenue Officer of Fastly, Inc. (the Company"), notified the company of his resignation effective December 1, 2023 to pursue another opportunity. Mr. Shirk's resignation was not due to any disagreement with the Company on any matter related to the Company's operations, policies or practices.Reported Earnings • Nov 02Third quarter 2023 earnings released: US$0.42 loss per share (vs US$0.52 loss in 3Q 2022)Third quarter 2023 results: US$0.42 loss per share (improved from US$0.52 loss in 3Q 2022). Revenue: US$127.8m (up 18% from 3Q 2022). Net loss: US$54.3m (loss narrowed 14% from 3Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 02Fastly, Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year 2023Fastly, Inc. provided revenue guidance for the fourth quarter and full year 2023. For the quarter, the company expected total revenue to be in the range of $137 million to $141 million. For the full year, the company expected total revenue to be in the range of $505 million to $509 million.お知らせ • Oct 05Fastly, Inc. to Report Q3, 2023 Results on Nov 01, 2023Fastly, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023Recent Insider Transactions • Aug 20CEO & Director recently sold €1.3m worth of stockOn the 16th of August, Todd Nightingale sold around 75k shares on-market at roughly €16.97 per share. This transaction amounted to 5.6% 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 €3.3m. Todd has been a net seller over the last 12 months, reducing personal holdings by €3.5m.お知らせ • Aug 18+ 1 more updateFastly, Inc. (NYSE:FSLY) acquired nb.io, LLC.Fastly, Inc. (NYSE:FSLY) acquired nb.io, LLC on August 17, 2023. Fastly, Inc. (NYSE:FSLY) completed the acquisition of nb.io, LLC on August 17, 2023.New Risk • Aug 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$146m net loss in 3 years). Shareholders have been diluted in the past year (6.9% increase in shares outstanding). Significant insider selling over the past 3 months (€4.9m sold).Reported Earnings • Aug 03Second quarter 2023 earnings released: US$0.084 loss per share (vs US$0.14 loss in 2Q 2022)Second quarter 2023 results: US$0.084 loss per share (improved from US$0.14 loss in 2Q 2022). Revenue: US$122.8m (up 20% from 2Q 2022). Net loss: US$10.7m (loss narrowed 35% from 2Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 03Fastly, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2023Fastly, Inc. provided earnings guidance for the third quarter and full year 2023. For the third quarter, The company expects revenue in the range of $125 million to $128 million.For full year 2023, the company expects revenue in the range of $500 million to $510 million.お知らせ • Aug 01Fastly, Inc. Announces Executive AppointmentsFastly, Inc. announced two new members to its executive team, as well as a key management promotion. Peter Alexander will be joining Fastly as Chief Marketing Officer (CMO), and Marshall Erwin has joined as Chief Information Security Officer (CISO). Further complementing the management team, Karen Greenstein has been promoted to General Counsel. Alexander is a seasoned marketing executive with more than 25 years of technology marketing, product strategy, and product management experience for growth focused technology brands. He joins Fastly from Check Point Software Technologies, a global leader in cyber security. During his six-year tenure as CMO, he drove the company’s go-to-market strategy, scaled demand generation, and elevated brand and reputation. Prior to Check Point he served at Harmonic, a leader in video delivery infrastructure, as CMO, and at Cisco where he led multiple marketing and product management functions. Alexander holds a B.Eng in Electrical & Electronic Engineering from the University of Bradford, UK, an MBA from University of California, Berkeley, and received his EMSc from the London School of Economics in Behavioral Science. He officially starts on August 1 and will be based in San Francisco. Marshall Erwin, who recently joined Fastly as Chief Information Security Officer, is a highly respected information security executive. Erwin, who was previously Chief Security Officer at Mozilla, was instrumental in helping to build the company's reputation as a strong defender of its end-users. Erwin previously served in the US intelligence community, working on cybersecurity and counterterrorism and as the cybersecurity and counterterrorism advisor on the Senate Homeland Security, and Government Affairs Committee. He was also a Research Fellow at Stanford University, and a non-residential Fellow at Stanford’s Center for Internet and Society. Karen Greenstein rounds out the additions to Fastly’s leadership team with her promotion to General Counsel. Greenstein, who joined the company in 2019, has been serving as interim General Counsel for the past several quarters. She brings extensive experience to Fastly, having previously served the digital media and entertainment industries with corporate legal roles at Business.com, Viacom, and NBC Universal.お知らせ • Jul 07Fastly, Inc. to Report Q2, 2023 Results on Aug 02, 2023Fastly, Inc. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023お知らせ • Jun 14Fastly, Inc. Expands Its Market Reach with Simplified Pricing and PackagesFastly, Inc. announced new, simplified pricing and packages for its core services, making it easier for companies of all sizes to try, buy, and use the powerful Fastly platform. These packages for delivery, security, and edge computing, will make adoption of Fastly technology faster, easier and more predictable for new users, while creating an even more attractive offering and experience for large existing customers looking to expand their deployments. To simplify pricing, the company is adding flat-rate pricing options for customers who don’t want to manage usage-based consumption. The new, predictable pricing removes the risk of surprise bills associated with events like traffic spikes, global malicious attacks, or misconfigurations, which can result in overage charges on pay-per-use plans. Pricing is straightforward, transparent and competitive, with no fine print or hidden charges. Customers have the flexibility to mix and match packages to meet their unique needs. The packages (Starter, Advantage and Ultimate) are designed to cover the needs of companies of all sizes. Every Fastly package includes the company’s industry-leading technical and customer support. Usage-based pricing will remain available for any customer who prefers it, and Fastly will continue to innovate and expand on its usage-based options.Recent Insider Transactions • Jun 12Co-Founder recently sold €3.3m worth of stockOn the 6th of June, Artur Bergman sold around 210k shares on-market at roughly €15.66 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Artur has been a net seller over the last 12 months, reducing personal holdings by €3.9m.Recent Insider Transactions • May 19CEO & Director recently sold €898k worth of stockOn the 16th of May, Todd Nightingale sold around 74k shares on-market at roughly €12.13 per share. This transaction amounted to 5.3% 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 €2.3m.お知らせ • May 05Fastly, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2023Fastly, Inc. provides earnings guidance for the second quarter 2023. For the second quarter, The company expects revenue in the range of $117 million to $120 million, representing 16% annual growth and 1% sequential growth at the midpoint. For calendar year 2023, the company is maintaining prior guidance and expect revenue in the range of $495 million to $505 million, representing 16% annual growth at the midpoint.Reported Earnings • May 04First quarter 2023 earnings released: US$0.36 loss per share (vs US$0.54 loss in 1Q 2022)First quarter 2023 results: US$0.36 loss per share (improved from US$0.54 loss in 1Q 2022). Revenue: US$117.6m (up 15% from 1Q 2022). Net loss: US$44.7m (loss narrowed 31% from 1Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Apr 23Chief Financial Officer recently sold €75k worth of stockOn the 18th of April, Ronald Kisling sold around 5k shares on-market at roughly €14.70 per share. This transaction amounted to 5.4% 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 €711k. Ronald has been a net seller over the last 12 months, reducing personal holdings by €646k.Recent Insider Transactions • Mar 08Chief Financial Officer recently sold €63k worth of stockOn the 1st of March, Ronald Kisling sold around 5k shares on-market at roughly €13.06 per share. This transaction amounted to 5.3% 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 €711k. Ronald has been a net seller over the last 12 months, reducing personal holdings by €661k.Recent Insider Transactions • Feb 22CEO & Director recently sold €711k worth of stockOn the 16th of February, Todd Nightingale sold around 54k shares on-market at roughly €13.05 per share. This transaction amounted to 4.4% 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 €1.4m.Reported Earnings • Feb 17Full year 2022 earnings released: US$1.57 loss per share (vs US$1.92 loss in FY 2021)Full year 2022 results: US$1.57 loss per share (improved from US$1.92 loss in FY 2021). Revenue: US$432.7m (up 22% from FY 2021). Net loss: US$190.8m (loss narrowed 14% from FY 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Feb 16Fastly, Inc. Provides Earnings Guidance for the First Quarter and Full Year of Fiscal 2023Fastly, Inc. provided earnings guidance for the first quarter and full year of fiscal 2023. The company expects first quarter total revenue of $114 million - $117 million.The company expects full year total revenue of $495 million - $505 million.Recent Insider Transactions • Jan 22Chief Financial Officer recently sold €57k worth of stockOn the 18th of January, Ronald Kisling sold around 6k shares on-market at roughly €9.60 per share. This transaction amounted to 8.4% 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 €666k. Ronald has been a net seller over the last 12 months, reducing personal holdings by €507k.お知らせ • Jan 18Fastly, Inc. to Report Q4, 2022 Results on Feb 15, 2023Fastly, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 15, 2023お知らせ • Jan 12Fastly Names Puja Jaspal as Chief People OfficerFastly announced that Puja Jaspal has joined the company as Chief People Officer. Jaspal will report to Todd Nightingale, CEO of Fastly, and will lead all aspects of human resources including global strategy, employee experience, learning and development, talent acquisition, organizational development, compensation and benefits, and Diversity, Equity and Inclusion. Recognized as one of the Top 100 Women of Influence in the Bay Area, Jaspal previously served as Senior Vice President, People & Communities at Cisco, where she helped shape the evolution of Cisco's workforce.Recent Insider Transactions • Nov 19CEO & Director recently sold €666k worth of stockOn the 16th of November, Todd Nightingale sold around 66k shares on-market at roughly €10.04 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Todd's only on-market trade for the last 12 months.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Todd Nightingale was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 03Third quarter 2022 earnings released: US$0.52 loss per share (vs US$0.48 loss in 3Q 2021)Third quarter 2022 results: US$0.52 loss per share (further deteriorated from US$0.48 loss in 3Q 2021). Revenue: US$108.5m (up 25% from 3Q 2021). Net loss: US$63.4m (loss widened 13% from 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Oct 22Chief Financial Officer recently sold €63k worth of stockOn the 18th of October, Ronald Kisling sold around 7k shares on-market at roughly €8.65 per share. This transaction amounted to 14% 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 €219k. Ronald has been a net seller over the last 12 months, reducing personal holdings by €489k.Recent Insider Transactions • Aug 20CEO & Director recently sold €219k worth of stockOn the 16th of August, Joshua Bixby sold around 19k shares on-market at roughly €11.76 per share. This was the largest sale by an insider in the last 3 months. Joshua has been a seller over the last 12 months, reducing personal holdings by €1.5m.Reported Earnings • Aug 04Second quarter 2022 earnings released: US$0.14 loss per share (vs US$0.51 loss in 2Q 2021)Second quarter 2022 results: US$0.14 loss per share (up from US$0.51 loss in 2Q 2021). Revenue: US$102.5m (up 21% from 2Q 2021). Net loss: US$16.4m (loss narrowed 72% from 2Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Jul 22Chief Financial Officer recently sold €60k worth of stockOn the 18th of July, Ronald Kisling sold around 5k shares on-market at roughly €11.82 per share. In the last 3 months, there was an even bigger sale from another insider worth €210k. Ronald has been a seller over the last 12 months, reducing personal holdings by €510k.Recent Insider Transactions • May 20CEO & Director recently sold €210k worth of stockOn the 17th of May, Joshua Bixby sold around 18k shares on-market at roughly €11.36 per share. This was the largest sale by an insider in the last 3 months. Joshua has been a seller over the last 12 months, reducing personal holdings by €1.9m.Reported Earnings • May 06First quarter 2022 earnings released: US$0.54 loss per share (vs US$0.44 loss in 1Q 2021)First quarter 2022 results: US$0.54 loss per share (down from US$0.44 loss in 1Q 2021). Revenue: US$102.4m (up 21% from 1Q 2021). Net loss: US$64.3m (loss widened 27% from 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 19% growth forecast for the industry in Germany.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Dick Daniels was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Apr 23Chief Financial Officer recently sold €90k worth of stockOn the 19th of April, Ronald Kisling sold around 5k shares on-market at roughly €17.66 per share. In the last 3 months, there was an even bigger sale from another insider worth €297k. Ronald has been a seller over the last 12 months, reducing personal holdings by €427k.Reported Earnings • Feb 22Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$1.92 loss per share (down from US$0.93 loss in FY 2020). Revenue: US$354.3m (up 22% from FY 2020). Net loss: US$222.7m (loss widened 132% from FY 2020). Revenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 15%, compared to a 18% growth forecast for the industry in Germany.Recent Insider Transactions • Feb 18CEO & Director recently sold €297k worth of stockOn the 16th of February, Joshua Bixby sold around 12k shares on-market at roughly €25.19 per share. This was the largest sale by an insider in the last 3 months. Joshua has been a seller over the last 12 months, reducing personal holdings by €2.3m.Buying Opportunity • Jan 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be US$29.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% per annum over the last 3 years. Earnings per share has declined by 12% per annum over the last 3 years.収支内訳Fastly の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:2Y7 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Dec 25624-12231216330 Sep 25592-13930915430 Jun 25571-14830214431 Mar 25555-15430813731 Dec 24544-15831213830 Sep 24541-14931614430 Jun 24531-16532415131 Mar 24522-13231915331 Dec 23506-13330815230 Sep 23488-15629915130 Jun 23468-16529815131 Mar 23448-17129615231 Dec 22433-19129915530 Sep 22411-20229515330 Jun 22389-19428214731 Mar 22372-23628013831 Dec 21354-22327912730 Sep 21339-21126811730 Jun 21323-17824710331 Mar 21313-1352179031 Dec 20291-961827530 Sep 20267-641576230 Jun 20246-531385631 Mar 20218-541225131 Dec 19200-521124630 Sep 19182-45994330 Jun 19169-41894031 Mar 19158-31793731 Dec 18145-31743531 Dec 17105-325829質の高い収益: 2Y7は現在利益が出ていません。利益率の向上: 2Y7は現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 2Y7は利益を出していないが、過去 5 年間で年間5.2%の割合で損失を削減してきた。成長の加速: 2Y7の過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: 2Y7は利益が出ていないため、過去 1 年間の収益成長をIT業界 ( -12% ) と比較することは困難です。株主資本利益率高いROE: 2Y7は現在利益が出ていないため、自己資本利益率 ( -13.09% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 10:09終値2026/05/06 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Fastly, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Tal LianiBofA Global ResearchMadeline BrooksBofA Global ResearchFatima BoolaniCitigroup Inc12 その他のアナリストを表示
お知らせ • Apr 10Fastly, Inc. to Report Q1, 2026 Results on May 06, 2026Fastly, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Jan 15Fastly, Inc. to Report Q4, 2025 Results on Feb 11, 2026Fastly, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 11, 2026
お知らせ • Oct 09Fastly, Inc. to Report Q3, 2025 Results on Nov 05, 2025Fastly, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025
お知らせ • Jul 11Fastly, Inc. to Report Q2, 2025 Results on Aug 06, 2025Fastly, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Apr 11Fastly, Inc. to Report Q1, 2025 Results on May 07, 2025Fastly, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 07, 2025
お知らせ • Jan 16Fastly, Inc. to Report Q4, 2024 Results on Feb 12, 2025Fastly, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025
お知らせ • Apr 23Fastly, Inc., Annual General Meeting, Jun 03, 2026Fastly, Inc., Annual General Meeting, Jun 03, 2026.
お知らせ • Apr 10Fastly, Inc. to Report Q1, 2026 Results on May 06, 2026Fastly, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Mar 31Fastly, Inc. Appoints Joan Jenkins as Chief Marketing OfficerFastly, 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.
お知らせ • Feb 12Fastly, Inc. Provides Revenue Guidance for the First Quarter and Full Year 2026Fastly, 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.
お知らせ • Jan 15Fastly, Inc. to Report Q4, 2025 Results on Feb 11, 2026Fastly, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 11, 2026
Board Change • Dec 30Insufficient new directorsThere 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.
お知らせ • Nov 13Fastly Empowers Partners to Strengthen Customer Security and Expand Services with New Certification ProgramFastly, 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.
お知らせ • Nov 06Fastly, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2025Fastly, 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.
お知らせ • Oct 09Fastly, Inc. to Report Q3, 2025 Results on Nov 05, 2025Fastly, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025
お知らせ • Aug 07+ 2 more updatesFastly, Inc. Announces Chief Financial Officer ChangesFastly, Inc. announced the appointment of Richard “Rich” Wong as Chief Financial Officer, effective August 11, 2025. Wong will succeed Ronald W. Kisling who is leaving to pursue new opportunities. Kisling will remain at Fastly in an advisory capacity through September 15, 2025 to help ensure a smooth transition of responsibilities. Wong is a seasoned executive with nearly three decades of finance leadership experience spanning high-growth startups, public tech companies, and global investment banks. Wong brings a proven ability to drive operational excellence and experience in strategic financial planning, as well as a robust foundation in investment banking. Most recently, Wong served as CFO at Benchling, a vertical SaaS company. While at Benchling, Wong helped the company scale revenue, launch new products, and expand internationally. Prior to Benchling, he served as CFO at Houzz Inc. Wong began his career as an investment banker at JP Morgan and Banc of America Securities, and also held senior finance roles at LinkedIn and Yahoo!. Wong holds an MBA from Northwestern University’s Kellogg School of Management and a Bachelor of Science in Business Administration from the University of California, Berkeley.
お知らせ • Jul 11Fastly, Inc. to Report Q2, 2025 Results on Aug 06, 2025Fastly, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jun 30+ 4 more updatesFastly, Inc.(NYSE:FSLY) dropped from Russell 3000 Growth IndexFastly, Inc.(NYSE:FSLY) dropped from Russell 3000 Growth Index
お知らせ • Jun 17+ 1 more updateFastly, Inc. Announces Board ChangesOn June 13, 2025, Todd Nightingale, Chief Executive Officer of Fastly, Inc. (the Company"), notified the Company of his resignation as Chief Executive Officer and President to pursue another opportunity. The date of Mr. Nightingale's resignation as Chief Executive Officer and President is June 16, 2025 (the Effective Date"). Mr. Nightingale will serve as an advisor to the Company until June 30, 2025. Mr. Nightingale has also resigned as a director on the Company's board of directors (the Board") as of the Effective Date. Mr. Nightingale's resignation is not due to any disagreement with the Company or any matter relating to the Company's operations, policies or practices. On June 14, 2025, the Company appointed Charles (Kip") Compton, the Company's current Chief Product Officer, to serve as the Company's Chief Executive Officer and as a Class I member of the Board with a term expiring at the Company's 2026 annual meeting of stockholders, effective as of the Effective Date. Mr. Compton, age 53, joined Fastly in January 2024 as Chief Product Officer. Prior to joining Fastly, Mr. Compton served as the Senior Vice President of Strategy & Business Development of the Cisco Networking business from 2020 to August 2023, where he led teams responsible for strategy, portfolio management, investments and acquisitions. Prior to that, he held various roles at Cisco since January 2006. Mr. 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. Mr. Compton holds both a Bachelor of Science degree in Computer Science and Engineering and a Master's degree in Electrical Engineering and Computer Science from Massachusetts Institute of Technology and an MBA from The Wharton School of the University of Pennsylvania.
お知らせ • May 08+ 1 more updateFastly, Inc. Provides Earnings Guidance for the Second Quarter of 2025Fastly, Inc. provided earnings guidance for the second quarter of 2025. For the second quarter, the company expects total revenue of $143.0 million - $147.0 million.
お知らせ • Apr 25Fastly, Inc., Annual General Meeting, Jun 11, 2025Fastly, Inc., Annual General Meeting, Jun 11, 2025.
お知らせ • Apr 11Fastly, Inc. to Report Q1, 2025 Results on May 07, 2025Fastly, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 07, 2025
お知らせ • Apr 09Fastly Unveils DDoS Attack Insights to Strengthen Protection and Security TransparencyFastly, 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.
お知らせ • Jan 16Fastly, Inc. to Report Q4, 2024 Results on Feb 12, 2025Fastly, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025
お知らせ • Dec 17Fastly Inc. Announces the General Availability of Fastly AI AcceleratorFastly 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.
お知らせ • Dec 03Fastly, Inc. announced that it expects to receive $150 million in fundingFastly, 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.
Reported Earnings • Nov 08Third 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 7.8% growth forecast for the IT industry in Germany. 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 44% per year, which means it is significantly lagging earnings.
お知らせ • Oct 09Fastly, Inc. to Report Q3, 2024 Results on Nov 06, 2024Fastly, Inc. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024
Recent Insider Transactions • Aug 21CEO & Director recently sold €371k worth of stockOn the 16th of August, Todd Nightingale sold around 66k shares on-market at roughly €5.62 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 €2.4m.
Reported Earnings • Aug 08Second 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 IT industry in Germany. 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 43% per year, which means it is significantly lagging earnings.
お知らせ • Jul 11Fastly, Inc. to Report Q2, 2024 Results on Aug 07, 2024Fastly, Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024
お知らせ • May 29Gainey Mckenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against Fastly, IncGainey 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 21CEO & Director recently sold €532k worth of stockOn the 16th of May, Todd Nightingale sold around 65k shares on-market at roughly €8.13 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 €625k. Todd has been a net seller over the last 12 months, reducing personal holdings by €3.2m.
お知らせ • May 08Fastly, Inc. Boosts Managed Security Service with Bot Management and Industry-Leading SlaFastly, 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.
Buy Or Sell Opportunity • May 02Now 37% undervalued after recent price dropOver the last 90 days, the stock has fallen 59% to €8.26. The fair value is estimated to be €13.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Reported Earnings • May 02First 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 8.8% growth forecast for the IT industry in Germany. 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 30% per year, which means it is significantly lagging earnings.
お知らせ • May 02Fastly, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2024Fastly, 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.
お知らせ • Apr 26Fastly, Inc., Annual General Meeting, Jun 12, 2024Fastly, 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.
お知らせ • Apr 04Fastly, Inc. to Report Q1, 2024 Results on May 01, 2024Fastly, Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024
お知らせ • Apr 02Fastly, Inc. Unveils New Bot Management Solution to Help Detect and Block Threats At the EdgeFastly, 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.
Reported Earnings • Feb 23Full 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 IT industry in Germany. 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 40% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Feb 22CEO & Director recently sold €757k worth of stockOn the 16th of February, Todd Nightingale sold around 51k shares on-market at roughly €14.93 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 €1.6m. Todd has been a net seller over the last 12 months, reducing personal holdings by €2.9m.
Board Change • Feb 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Todd Nightingale was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Feb 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Todd Nightingale was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 15Full 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 9.1% growth forecast for the IT industry in Germany. 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 39% per year, which means it is significantly lagging earnings.
お知らせ • Feb 15Fastly, Inc. Provides Earnings Guidance for First Quarter and Full Year 2024Fastly, 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.
お知らせ • Jan 31Fastly Names Kip Compton as Chief Product OfficerFastly 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 26Co-Founder recently sold €1.4m worth of stockOn the 22nd of January, Artur Bergman sold around 74k shares on-market at roughly €18.60 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 €1.6m. Artur has been a net seller over the last 12 months, reducing personal holdings by €7.0m.
お知らせ • Jan 19Fastly, Inc. to Report Q4, 2023 Results on Feb 14, 2024Fastly, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 14, 2024
お知らせ • Dec 22Fastly, Inc. Announces the Addition of Kip Compton as Chief Product Officer, Effective January 2, 2024Fastly, 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.
Recent Insider Transactions • Dec 13Co-Founder recently sold €1.6m worth of stockOn the 7th of December, Artur Bergman sold around 100k shares on-market at roughly €15.64 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Artur has been a net seller over the last 12 months, reducing personal holdings by €5.6m.
お知らせ • Nov 30Fastly, Inc. Announces Resignation of Brett Shirk as Chief Revenue Officer, Effective on December 1, 2023On November 27, 2023, Brett Shirk, Chief Revenue Officer of Fastly, Inc. (the Company"), notified the company of his resignation effective December 1, 2023 to pursue another opportunity. Mr. Shirk's resignation was not due to any disagreement with the Company on any matter related to the Company's operations, policies or practices.
Reported Earnings • Nov 02Third quarter 2023 earnings released: US$0.42 loss per share (vs US$0.52 loss in 3Q 2022)Third quarter 2023 results: US$0.42 loss per share (improved from US$0.52 loss in 3Q 2022). Revenue: US$127.8m (up 18% from 3Q 2022). Net loss: US$54.3m (loss narrowed 14% from 3Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 02Fastly, Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year 2023Fastly, Inc. provided revenue guidance for the fourth quarter and full year 2023. For the quarter, the company expected total revenue to be in the range of $137 million to $141 million. For the full year, the company expected total revenue to be in the range of $505 million to $509 million.
お知らせ • Oct 05Fastly, Inc. to Report Q3, 2023 Results on Nov 01, 2023Fastly, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023
Recent Insider Transactions • Aug 20CEO & Director recently sold €1.3m worth of stockOn the 16th of August, Todd Nightingale sold around 75k shares on-market at roughly €16.97 per share. This transaction amounted to 5.6% 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 €3.3m. Todd has been a net seller over the last 12 months, reducing personal holdings by €3.5m.
お知らせ • Aug 18+ 1 more updateFastly, Inc. (NYSE:FSLY) acquired nb.io, LLC.Fastly, Inc. (NYSE:FSLY) acquired nb.io, LLC on August 17, 2023. Fastly, Inc. (NYSE:FSLY) completed the acquisition of nb.io, LLC on August 17, 2023.
New Risk • Aug 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$146m net loss in 3 years). Shareholders have been diluted in the past year (6.9% increase in shares outstanding). Significant insider selling over the past 3 months (€4.9m sold).
Reported Earnings • Aug 03Second quarter 2023 earnings released: US$0.084 loss per share (vs US$0.14 loss in 2Q 2022)Second quarter 2023 results: US$0.084 loss per share (improved from US$0.14 loss in 2Q 2022). Revenue: US$122.8m (up 20% from 2Q 2022). Net loss: US$10.7m (loss narrowed 35% from 2Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 03Fastly, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2023Fastly, Inc. provided earnings guidance for the third quarter and full year 2023. For the third quarter, The company expects revenue in the range of $125 million to $128 million.For full year 2023, the company expects revenue in the range of $500 million to $510 million.
お知らせ • Aug 01Fastly, Inc. Announces Executive AppointmentsFastly, Inc. announced two new members to its executive team, as well as a key management promotion. Peter Alexander will be joining Fastly as Chief Marketing Officer (CMO), and Marshall Erwin has joined as Chief Information Security Officer (CISO). Further complementing the management team, Karen Greenstein has been promoted to General Counsel. Alexander is a seasoned marketing executive with more than 25 years of technology marketing, product strategy, and product management experience for growth focused technology brands. He joins Fastly from Check Point Software Technologies, a global leader in cyber security. During his six-year tenure as CMO, he drove the company’s go-to-market strategy, scaled demand generation, and elevated brand and reputation. Prior to Check Point he served at Harmonic, a leader in video delivery infrastructure, as CMO, and at Cisco where he led multiple marketing and product management functions. Alexander holds a B.Eng in Electrical & Electronic Engineering from the University of Bradford, UK, an MBA from University of California, Berkeley, and received his EMSc from the London School of Economics in Behavioral Science. He officially starts on August 1 and will be based in San Francisco. Marshall Erwin, who recently joined Fastly as Chief Information Security Officer, is a highly respected information security executive. Erwin, who was previously Chief Security Officer at Mozilla, was instrumental in helping to build the company's reputation as a strong defender of its end-users. Erwin previously served in the US intelligence community, working on cybersecurity and counterterrorism and as the cybersecurity and counterterrorism advisor on the Senate Homeland Security, and Government Affairs Committee. He was also a Research Fellow at Stanford University, and a non-residential Fellow at Stanford’s Center for Internet and Society. Karen Greenstein rounds out the additions to Fastly’s leadership team with her promotion to General Counsel. Greenstein, who joined the company in 2019, has been serving as interim General Counsel for the past several quarters. She brings extensive experience to Fastly, having previously served the digital media and entertainment industries with corporate legal roles at Business.com, Viacom, and NBC Universal.
お知らせ • Jul 07Fastly, Inc. to Report Q2, 2023 Results on Aug 02, 2023Fastly, Inc. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023
お知らせ • Jun 14Fastly, Inc. Expands Its Market Reach with Simplified Pricing and PackagesFastly, Inc. announced new, simplified pricing and packages for its core services, making it easier for companies of all sizes to try, buy, and use the powerful Fastly platform. These packages for delivery, security, and edge computing, will make adoption of Fastly technology faster, easier and more predictable for new users, while creating an even more attractive offering and experience for large existing customers looking to expand their deployments. To simplify pricing, the company is adding flat-rate pricing options for customers who don’t want to manage usage-based consumption. The new, predictable pricing removes the risk of surprise bills associated with events like traffic spikes, global malicious attacks, or misconfigurations, which can result in overage charges on pay-per-use plans. Pricing is straightforward, transparent and competitive, with no fine print or hidden charges. Customers have the flexibility to mix and match packages to meet their unique needs. The packages (Starter, Advantage and Ultimate) are designed to cover the needs of companies of all sizes. Every Fastly package includes the company’s industry-leading technical and customer support. Usage-based pricing will remain available for any customer who prefers it, and Fastly will continue to innovate and expand on its usage-based options.
Recent Insider Transactions • Jun 12Co-Founder recently sold €3.3m worth of stockOn the 6th of June, Artur Bergman sold around 210k shares on-market at roughly €15.66 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Artur has been a net seller over the last 12 months, reducing personal holdings by €3.9m.
Recent Insider Transactions • May 19CEO & Director recently sold €898k worth of stockOn the 16th of May, Todd Nightingale sold around 74k shares on-market at roughly €12.13 per share. This transaction amounted to 5.3% 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 €2.3m.
お知らせ • May 05Fastly, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2023Fastly, Inc. provides earnings guidance for the second quarter 2023. For the second quarter, The company expects revenue in the range of $117 million to $120 million, representing 16% annual growth and 1% sequential growth at the midpoint. For calendar year 2023, the company is maintaining prior guidance and expect revenue in the range of $495 million to $505 million, representing 16% annual growth at the midpoint.
Reported Earnings • May 04First quarter 2023 earnings released: US$0.36 loss per share (vs US$0.54 loss in 1Q 2022)First quarter 2023 results: US$0.36 loss per share (improved from US$0.54 loss in 1Q 2022). Revenue: US$117.6m (up 15% from 1Q 2022). Net loss: US$44.7m (loss narrowed 31% from 1Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Apr 23Chief Financial Officer recently sold €75k worth of stockOn the 18th of April, Ronald Kisling sold around 5k shares on-market at roughly €14.70 per share. This transaction amounted to 5.4% 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 €711k. Ronald has been a net seller over the last 12 months, reducing personal holdings by €646k.
Recent Insider Transactions • Mar 08Chief Financial Officer recently sold €63k worth of stockOn the 1st of March, Ronald Kisling sold around 5k shares on-market at roughly €13.06 per share. This transaction amounted to 5.3% 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 €711k. Ronald has been a net seller over the last 12 months, reducing personal holdings by €661k.
Recent Insider Transactions • Feb 22CEO & Director recently sold €711k worth of stockOn the 16th of February, Todd Nightingale sold around 54k shares on-market at roughly €13.05 per share. This transaction amounted to 4.4% 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 €1.4m.
Reported Earnings • Feb 17Full year 2022 earnings released: US$1.57 loss per share (vs US$1.92 loss in FY 2021)Full year 2022 results: US$1.57 loss per share (improved from US$1.92 loss in FY 2021). Revenue: US$432.7m (up 22% from FY 2021). Net loss: US$190.8m (loss narrowed 14% from FY 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 16Fastly, Inc. Provides Earnings Guidance for the First Quarter and Full Year of Fiscal 2023Fastly, Inc. provided earnings guidance for the first quarter and full year of fiscal 2023. The company expects first quarter total revenue of $114 million - $117 million.The company expects full year total revenue of $495 million - $505 million.
Recent Insider Transactions • Jan 22Chief Financial Officer recently sold €57k worth of stockOn the 18th of January, Ronald Kisling sold around 6k shares on-market at roughly €9.60 per share. This transaction amounted to 8.4% 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 €666k. Ronald has been a net seller over the last 12 months, reducing personal holdings by €507k.
お知らせ • Jan 18Fastly, Inc. to Report Q4, 2022 Results on Feb 15, 2023Fastly, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 15, 2023
お知らせ • Jan 12Fastly Names Puja Jaspal as Chief People OfficerFastly announced that Puja Jaspal has joined the company as Chief People Officer. Jaspal will report to Todd Nightingale, CEO of Fastly, and will lead all aspects of human resources including global strategy, employee experience, learning and development, talent acquisition, organizational development, compensation and benefits, and Diversity, Equity and Inclusion. Recognized as one of the Top 100 Women of Influence in the Bay Area, Jaspal previously served as Senior Vice President, People & Communities at Cisco, where she helped shape the evolution of Cisco's workforce.
Recent Insider Transactions • Nov 19CEO & Director recently sold €666k worth of stockOn the 16th of November, Todd Nightingale sold around 66k shares on-market at roughly €10.04 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Todd's only on-market trade for the last 12 months.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Todd Nightingale was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 03Third quarter 2022 earnings released: US$0.52 loss per share (vs US$0.48 loss in 3Q 2021)Third quarter 2022 results: US$0.52 loss per share (further deteriorated from US$0.48 loss in 3Q 2021). Revenue: US$108.5m (up 25% from 3Q 2021). Net loss: US$63.4m (loss widened 13% from 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Oct 22Chief Financial Officer recently sold €63k worth of stockOn the 18th of October, Ronald Kisling sold around 7k shares on-market at roughly €8.65 per share. This transaction amounted to 14% 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 €219k. Ronald has been a net seller over the last 12 months, reducing personal holdings by €489k.
Recent Insider Transactions • Aug 20CEO & Director recently sold €219k worth of stockOn the 16th of August, Joshua Bixby sold around 19k shares on-market at roughly €11.76 per share. This was the largest sale by an insider in the last 3 months. Joshua has been a seller over the last 12 months, reducing personal holdings by €1.5m.
Reported Earnings • Aug 04Second quarter 2022 earnings released: US$0.14 loss per share (vs US$0.51 loss in 2Q 2021)Second quarter 2022 results: US$0.14 loss per share (up from US$0.51 loss in 2Q 2021). Revenue: US$102.5m (up 21% from 2Q 2021). Net loss: US$16.4m (loss narrowed 72% from 2Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Jul 22Chief Financial Officer recently sold €60k worth of stockOn the 18th of July, Ronald Kisling sold around 5k shares on-market at roughly €11.82 per share. In the last 3 months, there was an even bigger sale from another insider worth €210k. Ronald has been a seller over the last 12 months, reducing personal holdings by €510k.
Recent Insider Transactions • May 20CEO & Director recently sold €210k worth of stockOn the 17th of May, Joshua Bixby sold around 18k shares on-market at roughly €11.36 per share. This was the largest sale by an insider in the last 3 months. Joshua has been a seller over the last 12 months, reducing personal holdings by €1.9m.
Reported Earnings • May 06First quarter 2022 earnings released: US$0.54 loss per share (vs US$0.44 loss in 1Q 2021)First quarter 2022 results: US$0.54 loss per share (down from US$0.44 loss in 1Q 2021). Revenue: US$102.4m (up 21% from 1Q 2021). Net loss: US$64.3m (loss widened 27% from 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 19% growth forecast for the industry in Germany.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Dick Daniels was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Apr 23Chief Financial Officer recently sold €90k worth of stockOn the 19th of April, Ronald Kisling sold around 5k shares on-market at roughly €17.66 per share. In the last 3 months, there was an even bigger sale from another insider worth €297k. Ronald has been a seller over the last 12 months, reducing personal holdings by €427k.
Reported Earnings • Feb 22Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$1.92 loss per share (down from US$0.93 loss in FY 2020). Revenue: US$354.3m (up 22% from FY 2020). Net loss: US$222.7m (loss widened 132% from FY 2020). Revenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 15%, compared to a 18% growth forecast for the industry in Germany.
Recent Insider Transactions • Feb 18CEO & Director recently sold €297k worth of stockOn the 16th of February, Joshua Bixby sold around 12k shares on-market at roughly €25.19 per share. This was the largest sale by an insider in the last 3 months. Joshua has been a seller over the last 12 months, reducing personal holdings by €2.3m.
Buying Opportunity • Jan 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be US$29.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% per annum over the last 3 years. Earnings per share has declined by 12% per annum over the last 3 years.