Fastly, Inc. (FSLY)

From the record

Fastly, Inc.'s filings since 2017 show 2 warning events of 2 kinds: a notice about its exchange listing (8-K item 3.01, the latest 2025-11-26); an auditor change (8-K item 4.01, the latest 2026-03-05) (its current reports).

From the record

Fastly, Inc.'s 9 filed years say what it did: revenue went from $105 million in fiscal 2017 to $624 million in fiscal 2025, up 25% a year; it rose in 8 of 8 years; it never fell from a peak; net income was positive in 0 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Fastly, Inc.'s diluted share count grew about 6.5% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 178 sales (150 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-10-28 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Fastly, Inc. lost about 13 cents for every dollar of shareholders' money, and gross profitability: its products earned about 24 cents per dollar of everything the company owns. Leverage: it owed about 38 cents per dollar of assets, and net share issuance: its share count grew 6.4% over the year (the filed statements).

From the record

Fastly, Inc.'s standing among 218 graded names in its industry family: revenue of $624 million in fiscal 2025 ranks in the top 44% by size; a net margin of -19.5% ranks in the bottom 31%; revenue growth of 13% a year over the last 3 filed years ranks in the top 47% (its annual reports).

From the record

Fastly, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Compton, Charles Lacey III (CEO, as filed), filing under that title since 2025-06-25, 1.4 years (bottom 20% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 5.2 years (bottom 44%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (top 34%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Fastly, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $181 million against debt of $323 million leaves -9.5% of its assets as net cash, bottom 13% of its family; cash from operations less capital spending is 10.5% of revenue (bottom 44%); a gross margin of 57.1% (bottom 32%); research spending of 26.1% of revenue (top 33%) (its annual report).

From the record

Fastly, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 13% a year over the last three filed years against 25% over all 9, slowing (bottom 32% of its family); the newest year grew 14.8% (top 43%); research spending grew 1.6% a year (bottom 35%); capital spending grew 12.8% a year (top 32%) (its annual reports). Fastly, Inc. reported 3 product lines in fiscal 2025: Network Services at $478 million (77%), Security at $125 million (20%), Other at $21 million (3%); 3 of 3 grew against the year before (its annual report).

From the record

Fastly, Inc.'s newest year against its own record: revenue of $624 million in fiscal 2025 came in 2.4% above the $609 million its prior three years' pace pointed to (top 35% of its family); net income of $122 million against a prior three-year average of $161 million (bottom 41%); a net margin of -19.5% against -33.2% before (top 40%) (its annual reports).