Fastly 과거 순이익 실적
과거 기준 점검 0/6
Fastly은 연평균 9.5%의 비율로 수입이 증가해 온 반면, IT 산업은 연평균 9.1%의 비율로 증가했습니다. 매출은 연평균 13.7%의 비율로 증가했습니다.
핵심 정보
9.46%
순이익 성장률
15.01%
주당순이익(EPS) 성장률
| IT 산업 성장률 | 22.43% |
| 매출 성장률 | 13.68% |
| 자기자본이익률 | -10.55% |
| 순이익률 | -15.79% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
Seeking Alpha • Jun 10
Fastly: A Turnaround Taking Shape, But Risks Remain
Summary Fastly is rated hold, reflecting operational progress but ongoing GAAP losses and valuation concerns. Revenue growth is accelerating, gross margins reached 65.1%, and free cash flow turned positive, yet profitability remains elusive. Q2 2026 guidance disappointed, triggering a sharp stock decline and highlighting market sensitivity to execution risk. AI-driven demand and security/computing revenue growth are promising, but refinancing risk and competition from Cloudflare, Akamai, and hyperscalers remain material. Read the full article on Seeking Alpha
내러티브 업데이트 • May 28
FSLY: Future Returns Will Hinge On Delivering Against Upgraded Guidance Expectations
Fastly's updated fair value estimate has moved by about $5 per share, with analysts pointing to a higher assumed future P/E, slightly adjusted revenue growth and profit margin expectations, and a modestly lower discount rate following a mix of recent upgrades, downgrades, and target changes across the Street. Analyst Commentary Recent Street research on Fastly presents a mixed picture, with some analysts leaning more positive on execution and valuation, while others highlight risks that could affect how the stock is priced.
내러티브 업데이트 • Apr 30
FSLY: Execution Uncertainty Around Forward Year Will Likely Restrain Further Upside
Fastly's consensus analyst price target has moved higher by several dollars, with analysts pointing to updated expectations for revenue growth, modest tweaks to margin and discount rate assumptions, as well as a range of recent rating and target changes that reflect both increased optimism from some firms and more cautious views from others. Analyst Commentary Recent research on Fastly reflects a split view, with some firms raising targets and offering more constructive commentary, while others flag risks around execution, growth durability, and valuation.내러티브 업데이트 • Apr 15
FSLY: Future Returns Will Depend On Executing Guidance Under Divided Street Views
Analysts have adjusted the Fastly fair value estimate from $13.71 to $19.17, reflecting updated views on revenue growth, profitability, and future P/E assumptions following a mix of recent target changes and ratings across the Street. Analyst Commentary Recent research on Fastly highlights a split view, with some analysts leaning more constructive on execution and valuation, while others are dialing back expectations for the coming year.
내러티브 업데이트 • Apr 01
FSLY: Richer P/E Multiple Will Test Execution Against Overvaluation Concerns
Fastly's analyst price target has moved up to $20 from $12, as analysts point to improving execution and a willingness to assign a higher earnings multiple after recent investor meetings with management. Analyst Commentary Bullish analysts are pointing to improving execution at Fastly as a key reason for revisiting their valuation assumptions, which is leading to higher price targets and, in at least one case, an upgrade in rating.내러티브 업데이트 • Mar 18
FSLY: Future Returns Will Hinge On Executing Revenue Guidance Under Mixed Street Conviction
The updated analyst framework lifts Fastly's fair value estimate from $10.42 to $13.71, as analysts point to improving execution and the potential for valuation multiple expansion reflected in recent upward revisions to Street price targets. Analyst Commentary Recent research notes show a mix of enthusiasm and caution around Fastly, with several firms adjusting price targets and one firm changing its rating.내러티브 업데이트 • Mar 05
FSLY: Execution Risks Will Likely Cap Upside Despite Higher Street Optimism
Narrative Update Fastly's analyst price target has moved higher toward $20. Analysts point to improving execution and the potential for multiple expansion as key supports for this updated view.내러티브 업데이트 • Mar 03
FSLY: Execution Improvements And Richer P/E Multiple Will Test Fair Value Assumptions
Fastly's analyst fair value estimate has moved to $20 from $15, with analysts pointing to improving execution, higher assumed revenue growth and margins, and a richer future P/E multiple as key drivers behind the higher price targets across recent research updates. Analyst Commentary Recent research activity around Fastly reflects a clear shift toward more constructive views, with several bullish analysts lifting their price targets and highlighting what they see as better execution and room for valuation to rerate.내러티브 업데이트 • Feb 17
FSLY: Security Momentum Will Struggle To Offset Rising Execution Risk
We are lifting our Fastly fair value estimate from $14.00 to $15.00 per share. This change reflects a series of recent analyst price target increases that rely on higher assumed revenue growth, modestly stronger profit margins, a lower discount rate, and a reduced future P/E multiple in updated models.내러티브 업데이트 • Feb 03
FSLY: Security Momentum Will Support Turnaround As CDN Pricing Pressure Persists
Analysts have trimmed their Fastly price targets by about US$2, reflecting caution around ongoing CDN pricing pressure and a wait and see stance on whether recent security and operational gains can continue. Analyst Commentary Recent research points to a cautious but constructive tone around Fastly, with analysts weighing early security traction against ongoing CDN pricing pressure.내러티브 업데이트 • Jan 20
FSLY: Security Momentum Will Support Turnaround Despite Ongoing CDN Pricing Headwinds
Narrative update on Fastly Analysts have trimmed their Fastly fair value estimate by $2 to $14, citing ongoing pricing pressure in the core CDN business and the view that recent security revenue gains are still early and need to prove durable. Analyst Commentary Recent Street commentary around Fastly has been cautious on the core CDN pricing backdrop, but there are some clear positives that stand out for investors watching the story.내러티브 업데이트 • Jan 06
FSLY: Security Traction Will Support Turnaround Despite Ongoing CDN Pricing Pressure
Analysts lifted their fair value estimate for Fastly from $10.00 to $14.00, citing recent security revenue traction and operational improvements, while still flagging pricing pressure and the need for early wins to continue in the core CDN business. Analyst Commentary Recent commentary has focused on a mix of progress in security offerings and ongoing pressure in the core CDN business.내러티브 업데이트 • Dec 19
FSLY: Early Security Momentum Will Struggle To Offset CDN Pricing Pressure
Analysts have nudged their price target on Fastly higher by approximately 15 percent to the equivalent of about $7 per share, citing improving revenue growth expectations, slightly lower perceived risk, and early but promising traction in higher value security offerings, despite ongoing pricing pressure in the core CDN business. Analyst Commentary Bearish analysts acknowledge Fastly's recent progress in security and operational execution but remain cautious on the durability of these improvements.내러티브 업데이트 • Dec 05
FSLY: Future Returns Will Depend On Proving Security Gains Amid CDN Pressure
Analysts have modestly trimmed their price target on Fastly to approximately $46.07 from about $48.63, citing the need for recent security segment momentum to prove durable amid ongoing pricing pressure in the core CDN business. Analyst Commentary Recent commentary highlights a balanced view on Fastly, with analysts recognizing progress in execution while remaining cautious on the durability of recent gains and the challenges in its legacy business.내러티브 업데이트 • Nov 21
FSLY: Sustained Security Momentum Will Be Needed To Offset Core Business Pressures
Analysts have raised their price target for Fastly from $9.42 to $10.42 per share, citing improved revenue growth projections and continued operational progress. However, they note that further gains depend on the persistence of recent momentum in security and overcoming ongoing pressures in the core business.분석 기사 • Nov 13
Fastly, Inc. (NYSE:FSLY) Stock Rockets 45% As Investors Are Less Pessimistic Than Expected
Fastly, Inc. ( NYSE:FSLY ) shares have continued their recent momentum with a 45% gain in the last month alone. Looking...내러티브 업데이트 • Nov 07
FSLY: Elevated Expectations And High Multiples Will Increase Downside Risk
Analysts have raised their price target for Fastly from $7.67 to $9.42. They cite improved revenue growth along with updated forecasts regarding profitability and valuation metrics.분석 기사 • Sep 16
Fastly, Inc.'s (NYSE:FSLY) 26% Share Price Surge Not Quite Adding Up
Fastly, Inc. ( NYSE:FSLY ) shares have continued their recent momentum with a 26% gain in the last month alone. The...내러티브 업데이트 • Aug 08
Edge Security And Cloud Migration Will Shape Future Markets
Despite a slight decrease in Fastly’s discount rate, both the consensus analyst price target and future P/E ratio remained essentially unchanged, keeping the fair value estimate stable at $7.57. What's in the News Fastly appointed Richard "Rich" Wong as Chief Financial Officer, succeeding Ronald W.Seeking Alpha • Apr 17
Fastly Outlook: Significant Progress Needed For Catalyst (Rating Downgrade)
Summary Fastly, Inc. faces dwindling revenue from large customers and needs to broaden its customer base while progressing toward operating breakeven. Fastly's primary revenue source is its Network Services segment, offering content delivery and security services, with significant competition from Cloudflare, Akamai, and Amazon's CloudFront. Despite market growth, Fastly's financials show declining net revenue retention, negative operating income, and high stock-based compensation, leading to a 58% stock price drop in the past year. Management aims to diversify revenue and improve retention, but until significant progress is made across several areas, my outlook on FSLY stock is to deploy capital elsewhere. Read the full article on Seeking Alpha분석 기사 • Apr 17
Fastly, Inc. (NYSE:FSLY) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough
Unfortunately for some shareholders, the Fastly, Inc. ( NYSE:FSLY ) share price has dived 27% in the last thirty days...
새로운 내러티브 • Mar 24
International Expansion And Product Launches Will Broaden Customer Base
Fastly's diversification and geographic expansion strategy aims for stable revenue growth and broadens customer acquisitions in emerging markets.분석 기사 • Feb 22
Why Investors Shouldn't Be Surprised By Fastly, Inc.'s (NYSE:FSLY) 30% Share Price Plunge
Fastly, Inc. ( NYSE:FSLY ) shares have had a horrible month, losing 30% after a relatively good period beforehand...Seeking Alpha • Feb 14
Fastly: Despite The Strong Features, Cloudflare Is The Clear CDN Winner
Summary Fastly's valuation is fairly valued with low projected growth, making it a hold for long-term investors despite recent poor performance. Fastly's CDN offers high performance but faces strong competition from Cloudflare, which has better profitability and scalability. Fastly's financials show decelerating capex and positive net debt, indicating limited growth and higher risk compared to Cloudflare. Despite differentiated offerings, Fastly's high competition, revenue concentration, and ongoing cash burn make it a risky investment. Read the full article on Seeking Alpha분석 기사 • Jan 30
What Is Fastly, Inc.'s (NYSE:FSLY) Share Price Doing?
While Fastly, Inc. ( NYSE:FSLY ) might not have the largest market cap around , it led the NYSE gainers with a...Seeking Alpha • Jan 08
Fastly: The Tide Is Turning (Rating Upgrade)
Summary Fastly's profitability struggles in FY 2024 have led to a 40% price drop in the last year. Despite a recent price correction, FSLY is seeing favorable operating expense and gross margin trends. The Company could be set to achieve a milestone in FY 2025, which is free cash flow profitability. Shares could revalue higher if fundamentals continue to improve and the company hits its crucial FCF milestone. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
Fastly: Shift In Sales Strategy Providing Signs Of Life
Summary Fastly's share price has rebounded in recent weeks due to improving margins and a reacceleration of net customer additions. While Fastly's growth is still decelerating, the company's expanding product portfolio and new sales strategy should provide a tailwind in 2025. Fastly's valuation remains attractive, despite the share price moving higher in recent weeks. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Fastly가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 653 | -103 | 325 | 167 |
| 31 Dec 25 | 624 | -122 | 312 | 163 |
| 30 Sep 25 | 592 | -139 | 309 | 154 |
| 30 Jun 25 | 571 | -148 | 302 | 144 |
| 31 Mar 25 | 555 | -154 | 308 | 137 |
| 31 Dec 24 | 544 | -158 | 312 | 138 |
| 30 Sep 24 | 541 | -149 | 316 | 144 |
| 30 Jun 24 | 531 | -165 | 324 | 151 |
| 31 Mar 24 | 522 | -132 | 319 | 153 |
| 31 Dec 23 | 506 | -133 | 308 | 152 |
| 30 Sep 23 | 488 | -156 | 299 | 151 |
| 30 Jun 23 | 468 | -165 | 298 | 151 |
| 31 Mar 23 | 448 | -171 | 296 | 152 |
| 31 Dec 22 | 433 | -191 | 299 | 155 |
| 30 Sep 22 | 411 | -202 | 295 | 153 |
| 30 Jun 22 | 389 | -194 | 282 | 147 |
| 31 Mar 22 | 372 | -236 | 280 | 138 |
| 31 Dec 21 | 354 | -223 | 279 | 127 |
| 30 Sep 21 | 339 | -211 | 268 | 117 |
| 30 Jun 21 | 323 | -178 | 247 | 103 |
| 31 Mar 21 | 313 | -135 | 217 | 90 |
| 31 Dec 20 | 291 | -96 | 182 | 75 |
| 30 Sep 20 | 267 | -64 | 157 | 62 |
| 30 Jun 20 | 246 | -53 | 138 | 56 |
| 31 Mar 20 | 218 | -54 | 122 | 51 |
| 31 Dec 19 | 200 | -52 | 112 | 46 |
| 30 Sep 19 | 182 | -45 | 99 | 43 |
| 30 Jun 19 | 169 | -41 | 89 | 40 |
| 31 Mar 19 | 158 | -31 | 79 | 37 |
| 31 Dec 18 | 145 | -31 | 74 | 35 |
| 31 Dec 17 | 105 | -32 | 58 | 29 |
양질의 수익: FSLY 은(는) 현재 수익성이 없습니다.
이익 마진 증가: FSLY는 현재 수익성이 없습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: FSLY는 수익성이 없지만 지난 5년 동안 연평균 9.5%의 속도로 손실을 줄였습니다.
성장 가속화: 현재 수익성이 없어 지난 1년간 FSLY의 수익 성장률을 5년 평균과 비교할 수 없습니다.
수익 대 산업: FSLY은 수익성이 없어 지난 해 수익 성장률을 IT 업계(2%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: FSLY는 현재 수익성이 없으므로 자본 수익률이 음수(-10.55%)입니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/11 22:25 |
| 종가 | 2026/06/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Fastly, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tal Liani | BofA Global Research |
| Madeline Brooks | BofA Global Research |
| Fatima Boolani | Citigroup Inc |