StockWatch
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Computer Software: Prepackaged Software
Quarterly ResultAug 5, 2026, 04:20 PM

Fastly Q2 Revenue Up 23% to $183.3M; Net Loss Narrows to $15.6M

AI Summary

Fastly reported strong revenue growth for Q2 2026, increasing 23% year-over-year to $183.3 million. The company also significantly reduced its net loss to $15.6 million, down from $37.5 million in the prior year. Operating cash flow for the first six months saw a substantial increase, and the company noted a change in server useful life accounting policy which positively impacted net loss.

Key Highlights

  • Revenue increased 23.27% to $183.3 million for Q2 2026.
  • Net loss narrowed to $15.6 million in Q2 2026 from $37.5 million in Q2 2025.
  • Diluted net loss per share improved to $(0.10) in Q2 2026 from $(0.26) in Q2 2025.
  • Gross profit rose 42.94% to $116.0 million for Q2 2026.
  • Net cash provided by operating activities for H1 2026 increased 58.28% to $68.2 million.
  • Security product line revenue grew 42.56% to $41.7 million in Q2 2026.
  • Revenue from all other countries increased 51.85% to $54.6 million in Q2 2026.
  • One customer accounted for 11% of Q2 2026 revenue and 10% of receivables.