Jun 2026 (Q2 FY26) — Aug 5, 2026
Fastly Q2 FY26 — Record Revenue and Profitability Driven by Platform Strategy and AI Tailwinds
Read the full callFastly (FSLY) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Fastly earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 183 | +23.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -7.9 | +17.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -15.6 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$25.07 +0.28% · +$0.07
Performance +210.7% 1Y
1Y: $8.07 on 14 Oct 2025 → $25.07. High $33.5 (2 Apr 2026), low $7.86 (17 Oct 2025).
- Previous close
- $25
- 52-week range
- $7.86 – $33.5
- One year
- +199.16%
Overview
- Symbol
- FSLY
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Fastly earnings calls (FSLY)
Financials
What the filings say
Net profit, year on year: +58% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 137 | 141 | 144 | 149 | 158 | 173 | 173 | 183 |
| Operating profit | -41 | -34 | -38 | -37 | -29 | -15 | -24 | -14 |
| Operating margin | −29.6% | −24.4% | −26.4% | −24.8% | −18.2% | −8.7% | −13.8% | −7.9% |
| Interest | 0 | 1 | 3 | 3 | 3 | 3 | 3 | 3 |
| Profit before tax | -38 | -32 | -38 | -37 | -29 | -15 | -25 | -15 |
| Tax rate | −1.2% | −3.6% | −1.8% | −1.5% | −1.9% | −4.6% | 16.8% | −1.6% |
| Net profit | -38 | -33 | -39 | -38 | -29 | -16 | -21 | -16 |
| EPS ($ per share) | -0.27 | — | -0.27 | -0.26 | -0.20 | — | -0.13 | -0.10 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | — |
| Reserves | -146 | -192 | -288 | -511 | -702 | -835 | -993 | -1,114 |
| Total liabilities | 75 | 63 | 158 | 1,145 | 941 | 546 | 486 | 570 |
| Fixed assets | 42 | 60 | 96 | 167 | 180 | 177 | 179 | 187 |
| Investments | 47 | 115 | 20 | — | 375 | 215 | 10 | 181 |
| Total assets | 163 | 321 | 1,220 | 2,159 | 1,896 | 1,525 | 1,451 | 1,499 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -17 | -31 | -20 | -38 | -70 | 0 | 16 | 94 |
| Cash from investing | -47 | -88 | -275 | -795 | 236 | 295 | 179 | -213 |
| Cash from financing | 70 | 168 | 273 | 937 | -189 | -331 | -17 | 13 |
| Net cash flow | 6 | 49 | -22 | 103 | -23 | -35 | 178 | -106 |
| Capital expenditure | -17 | -15 | -30 | -35 | -20 | -11 | -10 | -29 |
| Free cash flow | -34 | -46 | -49 | -73 | -90 | -11 | 6 | 66 |
Insider filings
200 filings between Oct 16, 2025 and Oct 12, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$90.38M
176 sales by 8 insiders
84% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 22
- Award — granted as compensation
Also filed: 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Bergman Artur | — | $60.72M | Oct 12, 2026 |
| Compton Charles Lacey III | — | $11.87M | Sep 14, 2026 |
| Lovett Scott R. | — | $9.12M | Sep 17, 2026 |
| WONG RICHARD | — | $5.78M | Aug 21, 2026 |
| Ford Jeffrey | — | $2.01M | Sep 17, 2026 |
| Daniels Richard Devon | — | $566.6K | Aug 7, 2026 |
| Loop Paula | — | $220.0K | Aug 12, 2026 |
| PAISLEY CHRISTOPHER B | — | $86.0K | Aug 31, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 800 | $22.8K |
| Oct 12, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 5,500 | $152.0K |
| Oct 12, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 30,739 | $818.3K |
| Oct 9, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 3,002 | $90.3K |
| Sep 29, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 3,961 | $100.1K |
| Sep 28, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 200 | $5.0K |
| Sep 28, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 32,878 | $813.7K |
| Sep 23, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 262,185 | $7.90M |
| Sep 23, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 85,517 | $2.62M |
| Sep 23, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 7,600 | $213.1K |
| Sep 23, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 24,300 | $708.8K |
| Sep 22, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 27,900 | $776.2K |
| Sep 21, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 1,100 | $29.3K |
| Sep 21, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 45,646 | $1.26M |
| Sep 21, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 2,400 | $60.8K |
| Sep 17, 2026 | Lovett Scott R. President, Go to Market | Sale 10b5-1 plan | 34,325 | $843.7K |
| Sep 17, 2026 | Lovett Scott R. President, Go to Market | Sale 10b5-1 plan | 5,690 | $144.4K |
| Sep 17, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 2,200 | $55.7K |
| Sep 17, 2026 | Ford Jeffrey Principal Accounting Officer | Sale 10b5-1 plan | 2,000 | $47.1K |
| Sep 17, 2026 | Ford Jeffrey Principal Accounting Officer | Sale 10b5-1 plan | 6,338 | $160.8K |
| Sep 17, 2026 | Ford Jeffrey Principal Accounting Officer | Sale 10b5-1 plan | 37,494 | $921.6K |
| Sep 17, 2026 | Lovett Scott R. President, Go to Market | Sale 10b5-1 plan | 1,800 | $42.4K |
| Sep 16, 2026 | Ford Jeffrey Principal Accounting Officer | Sale | 37,091 | $884.2K |
| Sep 16, 2026 | Lovett Scott R. President, Go to Market | Sale | 34,820 | $830.5K |
| Sep 15, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 2,500 | $62.9K |
| Sep 14, 2026 | Compton Charles Lacey III CEO | Sale 10b5-1 plan | 50,392 | $1.26M |
| Sep 14, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 4,500 | $112.6K |
| Sep 14, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 23,879 | $586.0K |
| Sep 14, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 2,700 | $63.7K |
| Sep 9, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 400 | $9.6K |
| Sep 9, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 8,560 | $194.0K |
| Sep 8, 2026 | Compton Charles Lacey III CEO | Sale 10b5-1 plan | 2,436 | $51.7K |
| Sep 8, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 300 | $6.8K |
| Sep 3, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 17,576 | $363.1K |
| Sep 3, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 7,742 | $159.9K |
| Sep 3, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 10,777 | $227.2K |
| Sep 2, 2026 | Compton Charles Lacey III CEO | Sale 10b5-1 plan | 9,458 | $193.1K |
| Sep 1, 2026 | Compton Charles Lacey III CEO | Sale 10b5-1 plan | 35,501 | $749.1K |
| Sep 1, 2026 | Compton Charles Lacey III CEO | Sale 10b5-1 plan | 18,978 | $414.9K |
| Sep 1, 2026 | Compton Charles Lacey III CEO | Sale 10b5-1 plan | 1,100 | $24.9K |
| Aug 31, 2026 | Lovett Scott R. President, Go to Market | Sale | 19,624 | $451.4K |
| Aug 31, 2026 | Compton Charles Lacey III CEO | Sale 10b5-1 plan | 15,028 | $345.6K |
| Aug 31, 2026 | PAISLEY CHRISTOPHER B Director | Sale 10b5-1 plan | 3,000 | $69.0K |
| Aug 31, 2026 | Bergman Artur Chief Technology Officer | Sale | 6,225 | $143.2K |
| Aug 27, 2026 | Bergman Artur Chief Technology Officer | Sale | 851 | $20.5K |
| Aug 21, 2026 | WONG RICHARD CFO | Sale 10b5-1 plan | 16,855 | $398.5K |
| Aug 21, 2026 | WONG RICHARD CFO | Sale 10b5-1 plan | 1,808 | $45.1K |
| Aug 21, 2026 | WONG RICHARD CFO | Sale 10b5-1 plan | 29,013 | $704.7K |
| Aug 19, 2026 | Bergman Artur Chief Technology Officer | Sale 10b5-1 plan | 11,088 | $265.4K |
| Aug 19, 2026 | Compton Charles Lacey III CEO | Sale 10b5-1 plan | 700 | $18.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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