Core Insights - Fastly, Inc. (FSLY) demonstrated a significant turnaround this earnings season, with shares rising approximately 25% following a strong Q3 performance that exceeded expectations despite a challenging macroeconomic environment [1] Company Performance - Fastly reported a strong Q3 beat-and-raise, which was unexpected given the current economic conditions [1] Market Reaction - The positive earnings report has led to Fastly's stock returning to positive territory, indicating renewed investor confidence [1]

Core Insights - Fastly, Inc. (FSLY) demonstrated a significant turnaround this earnings season, with shares rising approximately 25% following a strong Q3 performance that exceeded expectations despite a challenging macroeconomic environment [1] Company Performance - Fastly reported a strong Q3 beat-and-raise, which was unexpected given the current economic conditions [1] - The company's stock performance has returned to positive territory as a result of this earnings report [1] Analyst Background - Gary Alexander, who has extensive experience in covering technology companies and advising startups, has contributed insights on the themes shaping the industry [1]