Core Insights - Fastly reported a significant turning point in its financial performance for Q4 2025, achieving record revenue and profitability metrics, marking its first profitable fiscal year [2][4] - The company’s fourth-quarter revenue reached $172.6 million, a 23% increase year-over-year, surpassing guidance expectations [1][4] - Fastly's gross margin improved to a record 64%, driven by higher revenue and a balanced traffic mix [1][4] Financial Performance - Net profit for Q4 2025 was $20.1 million, or $0.12 per diluted share, compared to a net loss of $2.4 million in Q4 2024 [1] - Full-year 2025 performance included positive free cash flow for the fourth consecutive quarter [4] - Management provided guidance for 2026 revenue between $700 million and $720 million, representing approximately 14% growth [2][18] Revenue Breakdown - Network services revenue grew to $130.8 million, up 19% year-over-year, attributed to increased traffic from large customers [5][6] - Security revenue rose 32% to $35.4 million, accounting for 21% of total revenue, with growth driven by product expansion and cross-selling [6] - "Other products" revenue surged 78% year-over-year to $6.4 million, primarily from compute product sales [6] Customer Metrics and Retention - Fastly ended the quarter with 3,092 total customers, including 628 enterprise customers, which historically account for over 90% of revenue [7] - The trailing twelve-month net retention rate (NRR) increased to 110%, up from 106% in the previous quarter [8] - Remaining performance obligations (RPO) grew to $353.8 million, a 55% increase year-over-year, with 70% classified as current RPO [9] Strategic Initiatives - Management emphasized AI as a significant growth driver, with increased traffic and new product offerings related to AI [10] - Fastly plans to stop disclosing total customer counts and will focus on LTM NRR and infrastructure CapEx of 10-12% of revenue [2][7] - The company raised $180 million in 0% convertible notes to support its growth initiatives [11] Capital Expenditure and Guidance - Cash CapEx for 2025 was 9% of revenue, with expectations for infrastructure CapEx of 10-12% of revenue in 2026 [12] - For Q1 2026, Fastly guided revenue between $168 million and $174 million, with a gross margin of 64% [14] - Non-GAAP EPS for 2026 is projected to be between $0.23 and $0.29 [18]

Core Insights - Cloudflare experienced a significant outage affecting major websites, attributed to a misconfigured threat traffic file, leading to a 3% decline in stock value during trading hours [1] - The company reported strong financial results for Q3 2025, with revenue of $562 million, a 31% year-over-year increase, and a non-GAAP operating income margin of 15.3% [6] Company Overview - Cloudflare is a leading provider of internet security, edge computing, and network infrastructure, serving approximately 20% of global internet infrastructure [2] - The company is headquartered in San Francisco and offers products such as DDoS protection, zero-trust security solutions, and AI-optimized edge delivery [2] Stock Performance - Over the past 52 weeks, Cloudflare's stock price ranged from $89.42 to $260, currently trading around $197, with a recent decline of 16% over the last five trading days [3] - The stock has a positive weighted alpha of +74.46, indicating strong performance relative to the market [3] Valuation Metrics - Cloudflare's stock is considered highly valuable compared to peers, with a price/sales ratio of 44.18 and a price/CF ratio exceeding 450x, reflecting its high valuation in the software industry [4] - The company does not pay dividends, which is typical for high-growth firms [5]

RT Visegrád 24 (@visegrad24)A global Cloudflare outage has disrupted multiple social networks and major online servicesA widespread failure affected Cloudflare, the U.S.-based company that provides CDN services, DDoS protection, and secure access to web resources and DNS servers.Due to the outage, platforms such as X, Spotify, ChatGPT, and several other major services experienced disruptions. Downdetector, the website that tracks service outages, was also affected.Cloudflare is one of the world's largest ho ...

Company Overview - F5, Inc. is a leading provider of application security and delivery solutions, focusing on securing, optimizing, and managing applications across on-premises and cloud environments [6] - The company offers a diverse portfolio of products, including BIG-IP appliances, NGINX software, DDoS protection, and fraud prevention solutions, generating revenue from software, hardware, and related services [5][6] - As of October 14, 2025, F5's market capitalization is $18.74 billion, with a revenue of $3.02 billion and a net income of $667.18 million for the trailing twelve months (TTM) [4] Recent Developments - Harbor Capital Advisors reduced its position in F5 by 51,177 shares in Q3 2025, with an estimated trade value of $16.02 million, leaving them with 17,112 shares valued at $5.53 million [1][2] - On October 15, 2025, F5 disclosed a security breach in an SEC filing, indicating that unidentified threat actors accessed its systems and stole important files, with the attackers believed to have been in the network for at least 12 months [10] - Following the breach announcement, F5's stock price dropped approximately 13% since October 14, 2025 [10] Financial Performance - F5 shares were priced at $343.17 on October 14, 2025, reflecting a year-over-year increase of 56.39%, outperforming the S&P 500 by 39.89 percentage points over the same period [2] - Harbor Capital Advisors' total assets under management (AUM) decreased from $2.4 billion to $1.3 billion from the end of Q2 to the end of Q3 2025 [8]

AI & Blockchain - An AI-first stablecoin aims to establish infrastructure for AI agents to conduct global micro-transactions and operate at scale without human involvement [1] Cloud Computing & Security - Cloudflare provides internet infrastructure services, including DDoS protection, DNS, and edge computing, ensuring security, speed, and reliability [2]