Fastly, INC
Market Movers (8-K)
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Fastly, INCFastly, 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.
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Fastly, INCFastly, 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
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Fastly, INCFastly, 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
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Fastly, INCFastly, 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
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Fastly, INCFastly, Inc. announced the closing of an additional $20 million in 0% Convertible Senior Notes due 2030 and related capped call transactions.
Capital raise
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Fastly, INCFastly, 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)
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Fastly, INCFastly, 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
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Fastly, INCFastly 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
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Fastly, INC10-Q: Fastly Reports Q1 2025 Results: Revenue Up 8% Despite Customer Count Dip, Material Weakness Persists
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
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Fastly, INCFastly'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
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Fastly, INCFastly's Q2 2024 results show an 8% increase in revenue year-over-year, but also a significant widening of net losses.
Worse than expected
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Fastly, INCFastly'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)
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Fastly, INCFastly, 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
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Fastly, INCFastly'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
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Fastly, INCFastly 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)
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Fastly, INCForm 4: Fastly CEO Sells Shares
Charles Lacey Compton Iii, CEO and a Director of Fastly, Inc., sold 18,485 shares of common stock on July 16, 2026.
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Fastly, INCFastly 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.
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Fastly, INCFastly, Inc. director David Hornik was granted 9,601 restricted stock units as part of his director compensation.
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Fastly, INCFastly, Inc. director Charles J. Meyers was granted 9,601 restricted stock units as part of his director compensation.
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Fastly, INCFastly, Inc. director Christopher Paisley was granted 9,601 restricted stock units as part of his director compensation.
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Fastly, INCFastly 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)
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Fastly, INCFastly, Inc. has announced its 2026 Annual Meeting of Stockholders, scheduled for June 3, 2026, to elect directors, ratify auditors, and vote on executive compensation.
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Fastly, INCFastly, 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
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Fastly, INCFastly, Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
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Fastly, INCFastly, 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
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Fastly, INCBlackRock, Inc. has filed a Schedule 13G, reporting beneficial ownership of 8.9% of Fastly, Inc.'s Class A Stock as of June 30, 2026.
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Fastly, INCMorgan Stanley has filed a Schedule 13G amendment indicating its beneficial ownership of Fastly, Inc. Class A Common Stock has fallen below the 5% threshold.
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Fastly, INCSCHEDULE: FMR LLC Discloses Stake in Fastly Inc.
FMR LLC, through its subsidiaries, reports beneficial ownership of 5.8% of Fastly Inc.'s Class A Common Stock as of March 31, 2026.
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Fastly, INCVanguard Portfolio Management has reported a beneficial ownership of 7.29% in Fastly Inc. common stock as of March 31, 2026.
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Fastly, INCThe Vanguard Group has reported a 0% beneficial ownership in Fastly Inc. following an internal realignment that disaggregated its reporting.
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Fastly, INCPer 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.