Fastly, Inc. (FSLY) is expected to report its first-quarter 2026 results on May 6, 2026. The company anticipates revenues between $168 million and $174 million, reflecting an 18% year-over-year growth at the midpoint. The Zacks Consensus Estimate for revenues is $171.72 million, indicating an 18.86% increase from the previous year.
In terms of earnings, Fastly expects non-GAAP earnings between 7 cents and 10 cents per share, with the consensus mark set at 8 cents, which represents a significant 260% year-over-year increase. The company’s strong enterprise growth, which saw record revenues of $172.6 million in the fourth quarter of 2025, driven by a customer base accounting for over 90% of total revenues, is expected to continue contributing to positive performance in the upcoming quarter.
In 2025, Fastly reported record remaining performance obligations of $353.8 million, up 55% year-over-year, while maintaining a trailing net retention rate of 110%. However, the company faces challenges from macroeconomic and geopolitical uncertainties, as well as competitive pressures in the market.
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