Compared to Estimates, Fastly (FSLY) Q2 Earnings: A Look at Key Metrics

Core Insights - Fastly reported revenue of $148.71 million for the quarter ended June 2025, reflecting a year-over-year increase of 12.3% [1] - The company's EPS was -$0.03, an improvement from -$0.07 in the same quarter last year, with a surprise of +40% compared to the consensus estimate of -$0.05 [1] - Fastly's revenue exceeded the Zacks Consensus Estimate of $145.07 million by 2.51% [1] Financial Performance Metrics - Fastly's enterprise customer count reached 622, surpassing the two-analyst average estimate of 600 [4] - Revenue from enterprise customers was $139.26 million, exceeding the average estimate of $135.45 million, marking a year-over-year increase of 15.4% [4] - Revenue by product included $4.5 million from Other, slightly above the average estimate of $4.47 million, $29.3 million from Security, compared to the average estimate of $29.65 million, and $114.9 million from Network Services, exceeding the average estimate of $111.21 million [4] Stock Performance - Fastly's shares have declined by 12.7% over the past month, while the Zacks S&P 500 composite increased by 0.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]