Fastly - FY2026 Q3 Earnings $FSLY $17.01 [-14.90% AH] ✅ Revenue: $190.2M (Est: $187.8M) [+20% YoY] ✅ EPS: $0.17 (Est: $0.12), non-GAAP, GAAP EPS -$0.07 Additional Metrics: Gross Margin: 65.8%, non-GAAP, GAAP 63.3% Non-GAAP Operating Income: $31.2M [+169% YoY] Non-GAAP Operating Margin: 16.4% Non-GAAP Net Income: $31.6M [+184% YoY] GAAP Net Loss: $11.3M, year-ago loss $29.5M Adjusted EBITDA: $43.5M [+69% YoY] Adjusted EBITDA Margin: 22.9% Operating Cash Flow: $40.0M [+38% YoY] Free Cash Flow: $25.2M [+39% YoY] CapEx: $14.8M [+37% YoY] Cash and Marketable Securities: $365.2M Remaining Performance Obligations: $334M [+24% YoY] LTM Net Retention Rate: 119% Top Ten Customers Share of Revenue: 39%, year-ago 32% Segment Revenue: Network Services: $138.0M [+16% YoY] Security: $44.7M [+32% YoY] Other: $7.4M [+37% YoY] Q4 2026 Guidance: ✅ Revenue: $198.0-202.0M (Est: $197.7M) ✅ Non-GAAP EPS: $0.16-0.18 (Est: $0.13) Non-GAAP Operating Income: $30.0-34.0M FY2026 Guidance: ✅ Revenue: $744.0-748.0M (Est: $742.3M), Prior: $732.0-746.0M Non-GAAP Operating Income: $107.0-111.0M (Prior: $88.0-96.0M) Non-GAAP EPS: $0.61-0.63 (Prior: $0.50-0.54)

Fast agency turnaround often means fewer creator approvals. That may suit you—or it may put offers in front of fans before you've seen them. Decide which decisions need sign-off before speed becomes the pitch.

Faster streaming speech recognition on @Arm edge devices: see how ExecuTorch, SME2, FP16 and QC8W balance accuracy and latency—delivering up to 2.12× faster processing on Pixel 11. Read our latest blog: ✍ Josiah Davis, Kshitij Sisodia