Fastly公司财务表现 - Fastly公司第一季度营收为1.335亿美元，虽然略低于预期，但仍在增长[3] - Fastly公司第一季度非GAAP毛利率达到58.8%，同比提高3.2个百分点，显示了盈利能力和效率的改善[4] - Fastly公司在第一财季实现了第四个连续的正调整EBITDA，达到370万美元，显示了盈利能力的积极趋势[6] Fastly公司市场反应 - Fastly公司第二季度营收预测导致股价暴跌30%，但全年营收预期仍然表现良好，显示了公司仍在增长，投资者过度悲观[7] - Fastly公司目前的市值相对于其营收估值的折扣率为30%，投资者基于恐惧而产生的情绪创造了增长投资机会[8] - Fastly公司的合理市值P/S比率仍然保持在4-5倍，对应每股19-23美元的合理市价，相对之前的22-26美元有所下调[10] Fastly公司风险评估 - Fastly公司最大的风险在于营收增长率放缓，如果未能稳步朝着GAAP盈利能力取得进展或利润率趋势逆转，将会影响投资者对公司的估值[11] - Fastly公司第一季度财报市场反应过度，股价暴跌三分之一，投资者过度恐慌，但公司的估值变得更具吸引力，风险收益比向上倾斜[12]

财务数据和关键指标变化 - 第一季度收入为1.335亿美元,同比增长14%,超过了公司指引中值 [11] - 毛利率为58.8%,同比提升320个基点,超出预期 [13] - 经营亏损为970万美元,优于公司指引范围 [13] - 调整后EBITDA为370万美元,同比由亏转盈 [14] - 经营活动现金流为1.11亿美元,同比大幅改善 [14] 各条业务线数据和关键指标变化 - 网络服务收入为1.06亿美元,同比增长12% [42] - 安全业务收入为2460万美元,同比增长16% [42] - 其他业务收入为30万美元 [41] 各个市场数据和关键指标变化 - 前10大客户收入占比从40%下降至38% [28][43] - 企业客户数量为577家,净减少1家 [47] - 企业客户平均收入为84.6万美元,环比下降4% [47] - 净留存收入率为114%,环比上升1个百分点 [46] 公司战略和发展方向及行业竞争 - 公司持续推进平台统一和扩展,提升自助采用和产品试用 [19] - Bot Management解决方案正式上线,扩大了公司的安全产品线 [20][21] - 渠道计划持续增长,第一季度渠道交易量和收入同比翻倍 [25] - 正在进行CEO和CRO的高管搜索,以加强公司的领导力 [26] - 面临来自大客户的价格压力和流量波动,正在调整与大客户的互动模式 [28][29][30] 管理层对经营环境和未来前景的评论 - 第二季度收入指引为6%-9%同比增长,全年指引为11%同比增长,低于此前预期 [27][55][60] - 大客户收入下降是导致短期业绩下滑的主要因素,公司正在采取措施应对 [28][29][30] - 公司仍然坚定看好长期发展前景,将继续投资客户获取和产品创新 [32][33][34] 问答环节重要的提问和回答 问题1 **Rishi Jaluria 提问** 最近几个月价格环境是否有所恶化,公司有何应对措施 [65][66] **Todd Nightingale 回答** 大客户价格压力有所增加,但公司正在调整与大客户的互动模式以应对 [66][67] 问题2 **Frank Louthan 提问** 公司是否仍有信心实现全年自由现金流接近平衡的目标 [74][75] **Ronald Kisling 回答** 公司将继续严格管控开支,预计2024年自由现金流将接近平衡 [74][75] 问题3 **James Fish 提问** 公司对大客户收入的预测依据是什么,是否有最低承诺金额作为基础 [105][106][107][108] **Ronald Kisling 回答** 大客户收入预测主要基于客户的实际用量,并非最低承诺金额,存在一定不确定性 [106][107][130][131][132]

For the quarter ended March 2024, Fastly (FSLY) reported revenue of $133.52 million, up 13.6% over the same period last year. EPS came in at -$0.05, compared to -$0.09 in the year-ago quarter.The reported revenue represents a surprise of +0.38% over the Zacks Consensus Estimate of $133.01 million. With the consensus EPS estimate being -$0.07, the EPS surprise was +28.57%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

Fastly (FSLY) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to loss of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 28.57%. A quarter ago, it was expected that this cloud software developer would post a loss of $0.02 per share when it actually produced earnings of $0.01, delivering a surprise of 150%.Over the last four quarters, the company has ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ____________________________ FORM 10-Q ____________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38897 ____________________________ FASTLY, INC. (Exact name of registrant as spe ...

First Quarter 2024 Investor Supplement Exhibit 99.2 Product Innovation and Developments Corporate Highlights • Released Fastly Bot Management Solution to help organizations combat automated “bot” attacks at the edge • Published “API Security Study 2024," an assessment of and minimize the business impact of fraud, DDoS attacks, Europe-based companies' API security concerns based on account takeovers, and other abuse. insights from cybersecurity decision makers, experts, and • Simplified our product bundles, ...

The upcoming report from Fastly (FSLY) is expected to reveal quarterly loss of $0.07 per share, indicating an increase of 22.2% compared to the year-ago period. Analysts forecast revenues of $133.01 million, representing an increase of 13.1% year over year.Over the last 30 days, there has been a downward revision of 0.7% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of t ...

Fastly (FSLY) closed the most recent trading day at $12.83, moving -0.47% from the previous trading session. This move lagged the S&P 500's daily gain of 0.02%. At the same time, the Dow lost 0.11%, and the tech-heavy Nasdaq gained 0.1%.The the stock of cloud software developer has risen by 2.22% in the past month, leading the Computer and Technology sector's loss of 5.13% and the S&P 500's loss of 3.01%.The upcoming earnings release of Fastly will be of great interest to investors. The company's earnings r ...

If this high-octane tech stock comes anywhere close to meeting Wall Street's consensus of 30% annualized earnings growth through 2028, buying shares now would be an absolute bargain.For a second consecutive year, the bulls are running wild on Wall Street. While most investors love a good bull market, it can make locating good deals more challenging.As of the closing bell on April 10, the S&P 500's Shiller price-to-earnings (P/E) ratio (also known as the cyclically adjusted price-to-earnings ratio, or CAPE r ...

Fastly (FSLY) recently announced an advancement in its cybersecurity offerings with the introduction of an advanced solution designed to combat the rising threat of automated bot attacks, Fastly Bot Management.As a leading provider of global edge cloud platforms, Fastly is using its expertise in bot mitigation to combat automated bot attacks at the edge, effectively reducing the risks of fraud, DDoS attacks, account takeovers and other forms of online abuse.The latest addition to Fastly’s suite of security ...