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)
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