Fastly, Inc.

NYSE:FSLY Stock Report

Market Cap: US$1.4b

Fastly Management

Management criteria checks 3/4

Fastly's CEO is Todd Nightingale, appointed in Sep 2022, has a tenure of 2.25 years. total yearly compensation is $10.17M, comprised of 5.9% salary and 94.1% bonuses, including company stock and options. directly owns 1.13% of the company’s shares, worth $16.02M. The average tenure of the management team and the board of directors is 2.7 years and 3.4 years respectively.

Key information

Todd Nightingale

Chief executive officer

US$10.2m

Total compensation

CEO salary percentage5.9%
CEO tenure2.3yrs
CEO ownership1.1%
Management average tenure2.7yrs
Board average tenure3.4yrs

Recent management updates

Recent updates

Fastly: Shift In Sales Strategy Providing Signs Of Life

Dec 17

Here's Why Fastly (NYSE:FSLY) Can Afford Some Debt

Nov 07
Here's Why Fastly (NYSE:FSLY) Can Afford Some Debt

Fastly Slows Down: A Growth Stock In Reverse

Oct 03

Revenues Not Telling The Story For Fastly, Inc. (NYSE:FSLY) After Shares Rise 26%

Sep 27
Revenues Not Telling The Story For Fastly, Inc. (NYSE:FSLY) After Shares Rise 26%

Fastly: Significant Challenges, Recommend Moving To Sidelines (Rating Downgrade)

Aug 27

Fastly: Less Demand, More Competition

Aug 08

Fastly, Inc. (NYSE:FSLY) Not Flying Under The Radar

Aug 07
Fastly, Inc. (NYSE:FSLY) Not Flying Under The Radar

Would Fastly (NYSE:FSLY) Be Better Off With Less Debt?

Jul 17
Would Fastly (NYSE:FSLY) Be Better Off With Less Debt?

Fastly: There's Opportunity In This Crash

Jun 05

Fastly, Inc. (NYSE:FSLY) May Have Run Too Fast Too Soon With Recent 32% Price Plummet

May 03
Fastly, Inc. (NYSE:FSLY) May Have Run Too Fast Too Soon With Recent 32% Price Plummet

Fastly: Fear Creates Opportunity (Rating Upgrade)

May 02

Does Fastly (NYSE:FSLY) Have A Healthy Balance Sheet?

Apr 16
Does Fastly (NYSE:FSLY) Have A Healthy Balance Sheet?

Fastly: +30% Upside Exists, But So Do Significant Challenges

Apr 03

Fastly, Inc. (NYSE:FSLY) Shares Could Be 22% Below Their Intrinsic Value Estimate

Mar 28
Fastly, Inc. (NYSE:FSLY) Shares Could Be 22% Below Their Intrinsic Value Estimate

Fastly Q4 Earnings Show Growing Customer Base, Stock Cheap, Maintain Buy

Mar 01

After Leaping 32% Fastly, Inc. (NYSE:FSLY) Shares Are Not Flying Under The Radar

Feb 15
After Leaping 32% Fastly, Inc. (NYSE:FSLY) Shares Are Not Flying Under The Radar

Fastly: High-Potential In Edge Computing

Jan 29

At US$18.76, Is Fastly, Inc. (NYSE:FSLY) Worth Looking At Closely?

Jan 21
At US$18.76, Is Fastly, Inc. (NYSE:FSLY) Worth Looking At Closely?

With Fastly, Inc. (NYSE:FSLY) It Looks Like You'll Get What You Pay For

Dec 30
With Fastly, Inc. (NYSE:FSLY) It Looks Like You'll Get What You Pay For

Fastly: 4x Valuation, Looking Out To 2024

Dec 13

Here's Why Fastly (NYSE:FSLY) Can Afford Some Debt

Nov 14
Here's Why Fastly (NYSE:FSLY) Can Afford Some Debt

Fastly: Cloud Growth At A Rich Price

Nov 14

Fastly: Another Quarter, Same Issues

Nov 02

Momentum Is Now On Fastly's Side

Sep 12

Is There An Opportunity With Fastly, Inc.'s (NYSE:FSLY) 30% Undervaluation?

Sep 08
Is There An Opportunity With Fastly, Inc.'s (NYSE:FSLY) 30% Undervaluation?

Fastly: Attractively Priced Amid Solid Turnaround

Sep 05

Fastly (NYSE:FSLY) Is Making Moderate Use Of Debt

Aug 15
Fastly (NYSE:FSLY) Is Making Moderate Use Of Debt

Fastly: Don't Get Too Excited

Aug 04

Fastly: To Old Highs With New CEO?

Jul 17

Fastly: Nearing A Critical Inflection Point

Jun 26

Fastly: Powerful Tailwinds

May 26

CEO Compensation Analysis

How has Todd Nightingale's remuneration changed compared to Fastly's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$149m

Jun 30 2024n/an/a

-US$165m

Mar 31 2024n/an/a

-US$132m

Dec 31 2023US$10mUS$600k

-US$133m

Sep 30 2023n/an/a

-US$156m

Jun 30 2023n/an/a

-US$165m

Mar 31 2023n/an/a

-US$171m

Dec 31 2022US$22mUS$200k

-US$191m

Compensation vs Market: Todd's total compensation ($USD10.17M) is above average for companies of similar size in the US market ($USD5.51M).

Compensation vs Earnings: Todd's compensation has been consistent with company performance over the past year.

CEO

Todd Nightingale (44 yo)

2.3yrs

Tenure

US$10,165,468

Compensation

Mr. Todd Nightingale serves as Chief Executive Officer at Fastly, Inc. since September 1, 2022 and has been its Director since September 2022. He had been General Manager of Enterprise Networking and Cloud...

Leadership Team

NamePositionTenureCompensationOwnership
Todd Nightingale
CEO & Director2.3yrsUS$10.17m1.13%
$ 16.0m
Artur Bergman
Co-Founder13.8yrsUS$12.39m5.34%
$ 75.6m
Ronald Kisling
Chief Financial Officer3.3yrsUS$4.62m0.19%
$ 2.6m
Vernon Essi
Head of IRno datano datano data
Karen Greenstein
General Counsel1.4yrsno datano data
Puja Jaspal
Chief People Officer2yrsno datano data
Nicholas Rockwell
Executive Vice President of Strategy & Operations4.8yrsno datano data
Kim Ogletree
Chief Customer Officer4.5yrsno datano data
Lakshmi Sharma
Chief Product & Strategy Officer3.1yrsno datano data
Marshall Erwin
Chief Information Security Officer1.4yrsno datano data
Laura Thomson
Senior Vice President of Engineeringno datano datano data
Kip Compton
Chief Product Officerless than a yearno datano data

2.7yrs

Average Tenure

44yo

Average Age

Experienced Management: FSLY's management team is considered experienced (2.7 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Todd Nightingale
CEO & Director2.3yrsUS$10.17m1.13%
$ 16.0m
Artur Bergman
Co-Founder13.8yrsUS$12.39m5.34%
$ 75.6m
Charles Meyers
Independent Director3.4yrsUS$242.89k0.026%
$ 369.0k
Christopher Paisley
Independent Director6.4yrsUS$253.74k0.14%
$ 2.0m
Aida Alvarez
Independent Director5.3yrsUS$244.99k0.032%
$ 448.5k
David Hornik
Independent Chairman11.8yrsUS$263.35k0.15%
$ 2.1m
Richard Daniels
Independent Director3.1yrsUS$239.99k0.024%
$ 346.1k
Vanessa Smith
Independent Director3.1yrsUS$233.74k0.026%
$ 373.9k
Paula Loop
Independent Director3.4yrsUS$243.74k0.026%
$ 369.0k

3.4yrs

Average Tenure

58yo

Average Age

Experienced Board: FSLY's board of directors are considered experienced (3.4 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:11
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Fastly, Inc. is covered by 18 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Madeline BrooksBofA Global Research
Tal LianiBofA Global Research