Equity Profile

FSLY

Fastly, Inc.

Information TechnologyInternet Services & Infrastructure$3.1B

May6Wed

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

Fastly Beats on EPS, Stock Down 2.44%

Metric	Actual	Expected	Surprise
EPS	$0.13	$0.09	+216.07%
Revenue	—	$172M	—

management commentary, guidance changes, and full analysis available with Pro.

Fastly Beats on EPS, Stock Down 2.44%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.13	$0.09	+216.07%
Revenue	—	$172M	—

Management Commentary

Tone: Unknown

No transcript is on record for this earnings call, so the analysis is based solely on numerical results.

What It Means

Fastly reported better-than-expected earnings per share, which is a positive sign for the company's profitability. However, the stock declined by 2.44% following the report, likely due to the lack of revenue information and guidance. Investors may be cautious as they await more details from management.

Company Snapshot

Fastly, Inc. is a technology company that provides cloud services for delivering and securing digital content....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and investor sentiment.

$0.09

Revenue

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

$172M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Fastly, Inc. is a technology company that provides cloud services for delivering and securing digital content. As part of the Information Technology sector, it plays a crucial role in enhancing internet performance and security, which is increasingly important as more businesses move online.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+121.49%

Avg Stock Reaction

+1.40%

Last Quarter Recap

In the last quarter, Fastly reported an EPS of $0.12, significantly beating expectations. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Fastly to continue its positive momentum with projected earnings and revenue growth. The consensus EPS of $0.09 and revenue of $172M suggest confidence in the company's performance.

Bull Case

If Fastly exceeds expectations, it could signal strong demand for its services, potentially leading to increased stock prices and further investment.

Bear Case

Conversely, if the company fails to meet these estimates, it may raise concerns about its growth trajectory and market position, leading to a negative reaction from investors.

Key Metrics to Watch

EPS

$0.09

Earnings per share is a key indicator of profitability and investor sentiment.

Revenue

$172M

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Fastly's EPS exceed the consensus estimate of $0.09?

A beat on EPS would reinforce the company's growth narrative and could lead to a positive stock reaction.

What specific revenue growth figures can Fastly provide for its key services?

Understanding revenue growth in specific segments will help gauge the company's market position and future potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Fastly's ability to leverage recent technological advancements to drive revenue growth.

Supporting Evidence

Fastly has consistently beaten EPS estimates in the past, indicating potential for continued strong performance.

The options market is pricing a larger move than historical averages, suggesting investors are expecting significant news.

Recent insider selling could indicate confidence in the company's future performance despite the sales.

Key Risk

If Fastly's revenue growth exceeds $174M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will either validate the company's growth strategy or highlight potential weaknesses.

Bull Confirmed If

An EPS of $0.10 or higher would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.07 would raise concerns about the company's profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±21.55%

Historical Avg

±2.6%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors are anticipating volatility around the earnings report.

Options are pricing ±20.1% while FSLY has averaged ±2.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.7%

30d HV

138.7%

Calls (926K)P/C Ratio: 0.46Puts (351K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Fastly beats expectations, history suggests the stock could rise by around 1.98%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting a potential drop of around 2.55%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Insights into revenue growth from key service segments.
3Management's outlook on market trends and competition.
4Details on any new product launches or technological advancements.

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Company Snapshot

Fastly, Inc. is a technology company that provides cloud services for delivering and securing digital content....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and investor sentiment.

$0.09

Revenue

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

$172M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+121.49%

Avg Stock Reaction

+1.40%

Last Quarter Recap

In the last quarter, Fastly reported an EPS of $0.12, significantly beating expectations. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Fastly to continue its positive momentum with projected earnings and revenue growth. The consensus EPS of $0.09 and revenue of $172M suggest confidence in the company's performance.

Bull Case

If Fastly exceeds expectations, it could signal strong demand for its services, potentially leading to increased stock prices and further investment.

Bear Case

Conversely, if the company fails to meet these estimates, it may raise concerns about its growth trajectory and market position, leading to a negative reaction from investors.

Key Metrics to Watch

EPS

$0.09

Earnings per share is a key indicator of profitability and investor sentiment.

Revenue

$172M

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Fastly's EPS exceed the consensus estimate of $0.09?

A beat on EPS would reinforce the company's growth narrative and could lead to a positive stock reaction.

What specific revenue growth figures can Fastly provide for its key services?

Understanding revenue growth in specific segments will help gauge the company's market position and future potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Fastly's ability to leverage recent technological advancements to drive revenue growth.

Supporting Evidence

Fastly has consistently beaten EPS estimates in the past, indicating potential for continued strong performance.

The options market is pricing a larger move than historical averages, suggesting investors are expecting significant news.

Recent insider selling could indicate confidence in the company's future performance despite the sales.

Key Risk

If Fastly's revenue growth exceeds $174M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will either validate the company's growth strategy or highlight potential weaknesses.

Bull Confirmed If

An EPS of $0.10 or higher would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.07 would raise concerns about the company's profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±21.55%

Historical Avg

±2.6%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors are anticipating volatility around the earnings report.

Options are pricing ±20.1% while FSLY has averaged ±2.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.7%

30d HV

138.7%

Calls (926K)P/C Ratio: 0.46Puts (351K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Fastly beats expectations, history suggests the stock could rise by around 1.98%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting a potential drop of around 2.55%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Insights into revenue growth from key service segments.
3Management's outlook on market trends and competition.
4Details on any new product launches or technological advancements.