Fastly (FSLY) To Report Earnings Tomorrow: Here Is What To Expect

Content delivery company Fastly (NYSE:FSLY) will be reporting earnings this Wednesday after market hours. Here’s what investors should know.

Fastly beat analysts’ revenue expectations by 4.8% last quarter, reporting revenues of $144.5 million, up 8.2% year on year. It was an exceptional quarter for the company, with an impressive beat of analysts’ EBITDA estimates.

Is Fastly a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Fastly’s revenue to grow 9.4% year on year to $144.8 million, improving from the 7.8% increase it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.05 per share.

The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Fastly has missed Wall Street’s revenue estimates twice over the last two years.

Looking at Fastly’s peers in the software development segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Cloudflare delivered year-on-year revenue growth of 27.8%, beating analysts’ expectations by 2.3%, and F5 reported revenues up 12.2%, topping estimates by 3.6%. Cloudflare traded down 3.5% following the results while F5 was up 4.6%.

Read our full analysis of Cloudflare’s results here and F5’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the software development stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3% on average over the last month. Fastly is down 8.2% during the same time and is heading into earnings with an average analyst price target of $6.93 (compared to the current share price of $6.47).

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