Fastly, Inc. ofrece una avanzada plataforma de computación en la nube de borde diseñada para gestionar, distribuir y salvaguardar de forma eficiente ...
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BPA est. $0.12 · Ingresos $187.57M · 9 analistas
BPA est. $0.13 · Ingresos $196.70M · 8 analistas
BPA est. $0.52 · Ingresos $740.56M · 7 analistas
BPA est. $0.12 · Ingresos $195.45M · 3 analistas
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $624.0M | +14.8% | +6.0% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $-121.7M | +23.0% | +24.0% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +57.1% | +4.9% | +1.2% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | -18.9% | +38.9% | +43.0% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | -19.5% | +32.9% | +28.3% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $65.8M | +416.0% | +87.7% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +10.5% | +375.3% | +77.1% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 46.3% | +10.4% | -1.2% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 2.61x | -38.0% | +12.1% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $1.5B | +3.3% | -0.7% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | -0.83 vs 0.05 | -1678.0% | -0.10 vs 0.12 | -184.3% |
| Revenue Surprise | $624.0M vs $612.8M | +1.8% | $183.3M vs $187.6M | -2.3% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Compton Charles Lacey III | director, officer: CEO | Class A Common Stock | D | 35,501 | $21.10 |
| Sep 1, 2026 | Compton Charles Lacey III | director, officer: CEO | Class A Common Stock | D | 18,978 | $21.86 |
| Sep 1, 2026 | Compton Charles Lacey III | director, officer: CEO | Class A Common Stock | D | 1,100 | $22.61 |
| Aug 31, 2026 | Bergman Artur | director, officer: Chief Technology Officer | Class A Common Stock | D | 6,225 | $23.00 |
| Aug 31, 2026 | Compton Charles Lacey III | director, officer: CEO | Class A Common Stock | D | 15,028 | $23.00 |
Operator: Good afternoon. My name is Corey, I will be your conference operator today. At this time, I would like to welcome everyone to the Fastly Second Quarter 26 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 1 on your telephone. You will then hear an automated message advising that your hand is raised. To withdraw your question, please press star 1 again. Please be advised today's conference is being recorded. I would now like to turn the conference over to Vernon Essi, Investor Relations at Fastly. Please go ahead. Vernon Essi Jr.: Thank you, and welcome, everyone, to our second quarter 26 earnings conference call. We have Fastly's CEO, Charles Compton, and CFO, Richard H. Wong with us today. The webcast of this call can be accessed through our website fastly.com, and will be archived for 1 quarter. A copy of today's earnings press release related financial tables, and supplement, all of which are furnished in our 8-K filing today, can be found in the investor relations portion of Fastly's website. Along with the investor presentation. During this call, we will make forward-looking statements, including statements related to the expected performance of our business, future financial results, product and services sales and growth, strategy, long term growth, overall future prospects. These statements are subject to known and unknown risks, uncertainties, and assumptions that could cause actual results to differ materially from those projected or implied during the call. For further information regarding risk factors for our business, please refer to our filings with the SEC. Including our most recent annual report filed on Form 10 k quarterly reports on Form 10-Q filed with the SEC and our second quarter 26 earnings press release and supplement for a discussion of the factors that could cause our results to differ. Please refer, in particular, to the sections entitled risk factors. We encourage you to read these documents. Also note that the forward-looking statements on this call are based on information available to us as of today's date. We undertake no obligation to update any forward-looking statements except as required by law. Also, during this call, we will discuss certain non GAAP financial measures and certain key performance indicators. Unless otherwise noted, all numbers we discuss today other than revenue will be on an adjusted non GAAP basis. We do not provide reconciliations of forward looking non GAAP measures because quantitative reconciling of information for these measures is unavailable without unreasonable effort. Reconciliations to the most directly comparable GAAP financial measures are provided in the earnings release and supplement in our Investor Relations website and filed with the SEC. These non GAAP measures are not intended to be a …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Scott R. Lovett | Presidente de Go to Market | USD 1,058,584 | Male | 1966 | Active |
Ronald W. Kisling | Asesor | USD 981,759 | Male | 1961 | Active |
Artur Bergman | Fundador, CTO y Director | USD 500,000 | Male | 1980 | Active |
Charles Compton | Director Ejecutivo y Director | USD 484,501 | Male | 1975 | Active |
Richard H. Wong | Director Financiero | USD 466,876 | Male | 1975 | Active |
Tara Seracka | Director Jurídico y de Administración | — | Female | — | Active |
Marshall Erwin | Director de Seguridad de la Información | — | Male | — | Active |
Vernon Essi Jr. | Jefe de IR | — | Male | — | Active |
Joan Jenkins | Director de Marketing | — | Female | — | Active |
Kim Ogletree | Director de Clientes | — | Female | — | Active |
Hossein Lotfi | Vicepresidente Senior de Ingeniería | — | Male | — | Active |
Fastly NYSE: FSLY reported record second-quarter revenue and improved profitability as customers expanded their use of its network, security and Compute products. The company also raised its full-year 2026 revenue and operating-profit outlook.
FSLY's Q2 earnings top estimates and 23% revenue growth, powered by security and AI demand, prompt a higher 2026 outlook as margins hit a record.
Fastly, Inc. (FSLY) Q2 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Fastly (FSLY) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
On August 05, 2026, Fastly Inc (FSLY) shares rose 4.3% today, closing at $26.00. The stock has experienced significant volatility over the past year, with a 52-
