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NASDAQ · Technology

Fastly, Inc. (FSLY)

Fastly, Inc. brought in $719.1M of revenue over the twelve months to September 30, 2026, up 21.5% from a year earlier. It posted a net loss of $62.9M. Operating cash flow minus capital spending left $65.8M of free cash flow in fiscal 2025. At September 30, 2026 it held $113.5M in cash against $324.3M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.

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Price
$15.98
+0.82% on the day · November 9, 2026
52-week range $7.87 to $34.82
Market cap
$2.5B
Revenue (last 12 months)
$719.1M
+21.5% year on year
Net margin
-8.7%

Key facts about Fastly, Inc.

Net worth
Fastly, Inc. has a market value (market cap) of $2.5B at the latest share price, and shareholders' equity of $1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $624M (+14.8% year on year), with a net loss of $121.7M. Over the 12 months to September 30, 2026: revenue $719.1M, net loss $62.9M.
Cash flow
In fiscal 2025 operations brought in $94.4M of cash; after $28.7M of capital spending, free cash flow was $65.8M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
Next earnings report
Fastly, Inc.'s next report is expected around February 10, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

What Fastly, Inc. does

Fastly, Inc. is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NASDAQ under the ticker FSLY.

Revenue and profit by year

Revenue
FY19: $144.6M $144.6M FY19FY19: $200.5M $200.5M FY19FY20: $290.9M $290.9M FY20FY21: $354.3M $354.3M FY21FY22: $432.7M $432.7M FY22FY23: $506M $506M FY23FY24: $543.7M $543.7M FY24FY25: $624M $624M FY25
Net income
FY19: -$30.9M -$30.9M FY19FY19: -$51.6M -$51.6M FY19FY20: -$95.9M -$95.9M FY20FY21: -$222.7M -$222.7M FY21FY22: -$190.8M -$190.8M FY22FY23: -$133.1M -$133.1M FY23FY24: -$158.1M -$158.1M FY24FY25: -$121.7M -$121.7M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$624M-$119M-$121.7M-$0.83$65.8M
2024$543.7M-$167.9M-$158.1M-$1.14$6.1M
2023$506M-$198M-$133.1M-$1.03-$10.6M
2022$432.7M-$246.2M-$190.8M-$1.57-$89.6M
2021$354.3M-$219M-$222.7M-$1.92-$73.3M
2020$290.9M-$107.2M-$95.9M-$0.93-$49.5M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around February 10, 2027.

Estimated from its filing rhythm: 52 weeks after its report of February 11, 2026. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where FSLY ranks in Technology

Revenue$624M
#297 of 751 in Technology · Top 39%
Revenue growth+14.8%
#236 of 604 in Technology · Top 39%
Net margin-19.5%
#481 of 611 in Technology · Bottom 21%
Free cash flow margin10.5%
#271 of 568 in Technology · Top 48%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Technology

Latest SEC filings

What Fastly, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 5, 2026
  2. November 4, 2026
    Quarterly report 10-Q · period to September 30, 2026Revenue rose 20% to $190.2M versus the same quarter last year; diluted EPS -$0.07 versus -$0.20.
  3. November 4, 2026
  4. November 4, 2026
  5. October 30, 2026
  6. August 17, 2026
  7. August 14, 2026
  8. August 12, 2026
  9. August 6, 2026
  10. August 6, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on October 28, 2026. Insider transactions on SEC

What is FSLY worth? A DCF from its reported cash flow

Insider trades

What the people running Fastly, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $35.5M worth of shares in the last 90 days and bought none on the open market. Most of the selling (80%) was pre-planned under Rule 10b5-1 trading plans.

Bought (open market)
$0
last 90 days
Sold
$35.5M
last 90 days
Net sold
1,323,893
$35.5M
DateInsiderWhatSharesPriceValueFiling
October 26, 2026 Bergman ArturChief Technology Officer, Director Soldpre-planned (10b5-1), indirect 4,900 $24.60 $120.5K Form 4
October 26, 2026 Bergman ArturChief Technology Officer, Director Soldpre-planned (10b5-1), indirect 32,139 $25.61 $823.1K Form 4
October 26, 2026 Compton Charles Lacey IIICEO, Director Soldpre-planned (10b5-1) 8,941 $24.98 $223.3K Form 4
October 19, 2026 Compton Charles Lacey IIICEO, Director Soldpre-planned (10b5-1) 9,016 $23.08 $208.1K Form 4
October 16, 2026 Compton Charles Lacey IIICEO, Director Soldpre-planned (10b5-1) 11,433 $24.90 $284.7K Form 4
October 12, 2026 Bergman ArturChief Technology Officer, Director Soldpre-planned (10b5-1), indirect 30,739 $26.62 $818.3K Form 4
October 12, 2026 Bergman ArturChief Technology Officer, Director Soldpre-planned (10b5-1), indirect 5,500 $27.64 $152K Form 4
October 12, 2026 Bergman ArturChief Technology Officer, Director Soldpre-planned (10b5-1), indirect 800 $28.45 $22.8K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns FSLY

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Fmr LLC13G, passive with 1 related filers 7.7% 12,085,496 August 6, 2026
Vanguard Portfolio Management13G, passive 7.29% 11,074,945 April 29, 2026
Capital World Investors13G, passive 5.3% 8,228,136 August 12, 2026

Latest filings below 5%: Legal & General Group Plc 2.8% (August 14, 2026); The Vanguard Group 0% (March 26, 2026); Per Artur Bergman 4.69% (February 12, 2026); Legal & General Investment Management Ltd 4.4% (July 9, 2025).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 282 managers reported a position.

HolderSharesValueChange on quarter
BlackRock, Inc.15,222,887$279.5M+2,784,247
Fmr LLC11,892,230$218.3M+3,255,441
Vanguard Portfolio Management LLC9,814,704$180.2M-1,202,781
Capital World Investors8,228,136$151.1M+4,473,599
First Trust Advisors LP7,681,005$141M+649,053
D. E. Shaw & Co., Inc.6,616,726$121.5M+3,992,669
Vanguard Capital Management LLC6,314,616$115.9M+317,513
Two Sigma Investments, LP6,062,511$111.3M+448,264
Legal & General Group Plc4,366,475$80.1M-3,693,282
Geode Capital Management, LLC3,910,461$71.8M+332,551
State Street Corp3,537,037$64.9M+282,108
Alyeska Investment Group, L.P.3,165,326$58.1Mnew
Dimensional Fund Advisors LP3,064,798$56.3M+323,249
Jane Street Group, LLC2,599,187$47.7M+58,527
Driehaus Capital Management LLC2,544,406$46.7M+1,706,078
Goldman Sachs Group Inc2,483,043$45.6M+1,306,003
Voya Investment Management LLC2,437,955$44.8M-1,492,373
Fuller & Thaler Asset Management, Inc.2,190,081$40.2M+29,534
Morgan Stanley2,086,595$38.3M+627,098
Connor, Clark & Lunn Investment Management Ltd.1,934,718$35.5M+541,072

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

12 insiders reported holding 7,326,194 shares in total, about $117.1M at the last price.

HolderSharesAs of
Bergman ArturChief Technology Officer, Director 2,920,4881,024,239 held indirectly October 26, 2026
Lovett Scott R.President, Go to Market 1,281,583 September 17, 2026
Wong RichardCFO 1,043,610 August 21, 2026
Compton Charles Lacey IIICEO, Director 822,559 October 26, 2026
Paisley Christopher BDirector 295,313280,485 held indirectly August 31, 2026
Hornik DavidDirector 269,431 June 3, 2026
Ford JeffreyPrincipal Accounting Officer 249,861 September 17, 2026
Alvarez AidaDirector 105,667 June 3, 2026
Smith Vanessa C.Director 98,267 June 3, 2026
Meyers Charles JDirector 97,775 June 3, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about FSLY

What does Fastly, Inc. do?

Fastly, Inc. is a company in the Technology sector, listed on NASDAQ as FSLY. Its shares trade on NASDAQ under the ticker FSLY.

What is Fastly, Inc.'s net worth?

Fastly, Inc. has a market value (market cap) of $2.5B at the latest share price, and shareholders' equity of $1B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Fastly, Inc. profitable?

No. Over the twelve months to September 30, 2026 it reported a net loss of $62.9M on revenue of $719.1M.

How much revenue does Fastly, Inc. make?

Over the twelve months to September 30, 2026 Fastly, Inc. reported revenue of $719.1M. That is 21.5% more than a year earlier.

When did Fastly, Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the passive stake changed from November 5, 2026.

When is Fastly, Inc.'s next earnings report?

Fastly, Inc.'s next report is expected around February 10, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

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Where the numbers come from

Financial figures are the values Fastly, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.