Fastly, INC

Market Movers (8-K)

NASDAQ
Fastly, Inc. announced the appointment of Jeffrey Ford as principal accounting officer and reported the results of its 2026 Annual Meeting of Stockholders, including director elections and auditor ratification.
NASDAQ
Fastly, Inc. announced record first quarter 2026 financial results, including revenue of $173 million, up 20% year-over-year, and raised its full-year 2026 guidance.
Better than expected
NASDAQ
Fastly, Inc. announced the appointment of KPMG LLP as its new independent registered public accounting firm, succeeding Deloitte & Touche LLP, following the remediation of a previously disclosed material weakness in internal controls.
Better than expected
NASDAQ
Fastly, Inc. announced record fourth quarter and full year 2025 financial results, driven by strong revenue growth and improved profitability, with AI anticipated as a future tailwind.
Capital raise
Better than expected
NASDAQ
Fastly, Inc. announced the closing of an additional $20 million in 0% Convertible Senior Notes due 2030 and related capped call transactions.
Capital raise
NASDAQ
Fastly, Inc. priced an upsized $160 million offering of 0% Convertible Senior Notes due 2030 and concurrently repurchased $150 million of its 2026 convertible notes.
Capital raise
Better than expected

Quarterly Earnings (10-Q)

NASDAQ
Fastly, Inc. announced its third-quarter 2025 results, reporting a 15% revenue increase to $158.2 million and a reduced net loss of $29.5 million, alongside ongoing efforts to remediate a material weakness in internal controls.
Capital raise
Better than expected
Delay expected
NASDAQ
Fastly reports 12% Q2 revenue growth and reduced net loss, but faces declining total customer count and net retention rate amid increased debt costs and ongoing legal challenges.
Capital raise
Worse than expected
NASDAQ
Fastly's Q1 2025 revenue increased by 8% year-over-year to $144.5 million, although the total customer count decreased, and a material weakness in internal control over financial reporting remains.
Worse than expected
NASDAQ
Fastly's Q3 2024 results show a 7% increase in revenue year-over-year, with a reduced net loss compared to the same period last year.
Better than expected
NASDAQ
Fastly's Q2 2024 results show an 8% increase in revenue year-over-year, but also a significant widening of net losses.
Worse than expected
NASDAQ
Fastly's first quarter 2024 results show a 14% increase in revenue year-over-year, but the company continues to operate at a loss.
Worse than expected

Annual Reports (10-K)

NASDAQ
Fastly, Inc. reported a 15% increase in revenue to $624.0 million and significantly reduced its net loss to $121.7 million for the fiscal year ended December 31, 2025, while also remediating a material weakness in internal controls.
Better than expected
Capital raise
NASDAQ
Fastly's 2024 annual report reveals a 7% increase in revenue to $543.7 million, but the company continues to operate at a net loss of $158.1 million.
Worse than expected
NASDAQ
Fastly updates its non-employee director compensation policy, detailing cash and equity awards, and files its annual report on Form 10-K for the fiscal year ended December 31, 2023.
Worse than expected

Insider Trading (Form 4)

NASDAQ
Charles Lacey Compton Iii, CEO and a Director of Fastly, Inc., sold 18,485 shares of common stock on July 16, 2026.
NASDAQ
Fastly Inc. executive Scott R. Lovett sold 34,919 shares of Class A Common Stock for $18.15 per share to cover tax obligations related to vested Restricted Stock Units.
NASDAQ
Fastly, Inc. director David Hornik was granted 9,601 restricted stock units as part of his director compensation.
NASDAQ
Fastly, Inc. director Charles J. Meyers was granted 9,601 restricted stock units as part of his director compensation.
NASDAQ
Fastly, Inc. director Christopher Paisley was granted 9,601 restricted stock units as part of his director compensation.
NASDAQ
Fastly CEO Charles Lacey Compton III sold 9,313 shares of Class A Common Stock under a pre-established 10b5-1 trading plan.

Proxy Statements (Def-14A)

NASDAQ
Fastly, Inc. has announced its 2026 Annual Meeting of Stockholders, scheduled for June 3, 2026, to elect directors, ratify auditors, and vote on executive compensation.
NASDAQ
Fastly, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Fastly, Inc. is holding its 2025 annual meeting of stockholders virtually on June 11, 2025, to vote on key proposals including the election of directors, ratification of the independent auditor, and an advisory vote on executive compensation.
Worse than expected
NASDAQ
Fastly, Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
NASDAQ
Fastly, Inc. invites stockholders to its virtual annual meeting on June 12, 2024, to vote on key proposals including the election of directors, ratification of the independent auditor, and an advisory vote on executive compensation.
Worse than expected

Schedule 13G - Passive Investments

NASDAQ
BlackRock, Inc. has filed a Schedule 13G, reporting beneficial ownership of 8.9% of Fastly, Inc.'s Class A Stock as of June 30, 2026.
NASDAQ
Morgan Stanley has filed a Schedule 13G amendment indicating its beneficial ownership of Fastly, Inc. Class A Common Stock has fallen below the 5% threshold.
NASDAQ
FMR LLC, through its subsidiaries, reports beneficial ownership of 5.8% of Fastly Inc.'s Class A Common Stock as of March 31, 2026.
NASDAQ
Vanguard Portfolio Management has reported a beneficial ownership of 7.29% in Fastly Inc. common stock as of March 31, 2026.
NASDAQ
The Vanguard Group has reported a 0% beneficial ownership in Fastly Inc. following an internal realignment that disaggregated its reporting.
NASDAQ
Per Artur Bergman, founder of Fastly, Inc., disclosed a beneficial ownership of 4.69% of the company's Class A Common Stock as of December 31, 2025.