Fastly (FSLY) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Fastly reported revenue of $172.61 million for the quarter ended December 2025, reflecting a year-over-year increase of 22.8% and a surprise of +6.94% over the Zacks Consensus Estimate of $161.41 million [1] - The company's EPS was $0.12, a significant improvement from -$0.03 in the same quarter last year, resulting in an EPS surprise of +111.64% compared to the consensus estimate of $0.06 [1] Financial Performance - Fastly's enterprise customer count was 628, which fell short of the average estimate of 648 based on two analysts [4] - Revenue from Network Services was $130.8 million, exceeding the average estimate of $120.83 million [4] - Revenue from Other products was $6.4 million, surpassing the average estimate of $5.57 million [4] - Revenue from Security products was $35.4 million, slightly above the average estimate of $34.85 million [4] Market Performance - Over the past month, Fastly's shares have returned -1.9%, compared to a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]