| Metric | Value ($ M) | Q2 FY25 | Q3 FY24 |
|---|---|---|---|
| Revenue | 158.22 | 6.4% | 15.3% |
| Total Income | 158.22 | 6.4% | 15.3% |
| Expenditure | 187.01 | 0.7% | 5.2% |
| PBT | -28.92 | 21.8% | 23.0% |
| Net Profit | -29.48 | 21.5% | 22.5% |
| OPM | -18.20% | 6.65pp | 11.39pp |
| NPM | -18.63% | 6.61pp | 9.07pp |
| EPS | -0.20 | 23.1% | 25.9% |
Fastly Announces Record Third Quarter 2025 Financial Results
04 May 2026 · 4 May, 7:58 am
Summary
Fastly, Inc. announced record third-quarter 2025 financial results, with total revenue reaching $158.2 million, a 15% increase year-over-year. Security revenue experienced substantial growth, increasing by 30% to $34.0 million. The company generated $28.9 million in operating cash flow and $18.1 million in positive free cash flow, marking a significant improvement from the previous year. Looking ahead, Fastly anticipates total revenue between $610.0 and $614.0 million for the full year 2025.
Key Highlights
- 1
Fastly's total revenue for Q3 2025 was $158.2 million, representing a 15% year-over-year growth.
- 2
Security revenue increased by 30% year-over-year, reaching $34.0 million.
- 3
The company generated $28.9 million in operating cash flow, compared to $5.0 million in Q3 2024.
- 4
Positive free cash flow was $18.1 million, a significant increase from the negative $7.1 million in Q3 2024.
- 5
GAAP gross margin improved to 58.4% compared to 54.5% in the third quarter of 2024.
- 6
Enterprise customer count increased to 627 in Q3 2025, up from 576 in Q3 2024.
- 7
Remaining Performance Obligations (RPO) rose to $268 million, a 16% increase from $231 million in the third quarter of 2024.
Management Comments
Kip Compton
“We delivered record revenue, operating profit and free cash flow this quarter, delivering on the objective I set out for the team of accelerating growth and achieving operating leverage. The pace of feature roll-outs to our platform has improved dramatically over the last year and we’re winning business with some of the most sought after customers worldwide. Our Security revenue growth of 30% year-over-year is a result of this momentum combined with our strong go-to-market cross-sell execution.”
Informational and educational content only. Not investment advice.