For the quarter ended December 2025, Fastly (FSLY) reported revenue of $172.61 million, up 22.8% over the same period last year. EPS came in at $0.12, compared to -$0.03 in the year-ago quarter.
The reported revenue represents a surprise of +6.94% over the Zacks Consensus Estimate of $161.41 million. With the consensus EPS estimate being $0.06, the EPS surprise was +111.64%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Fastly performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Enterprise customer count: 628 compared to the 648 average estimate based on two analysts.
- Revenue by Product- Network Services: $130.8 million versus $120.83 million estimated by two analysts on average.
- Revenue by Product- Other: $6.4 million versus the two-analyst average estimate of $5.57 million.
- Revenue by Product- Security: $35.4 million versus the two-analyst average estimate of $34.85 million.
View all Key Company Metrics for Fastly here>>>
Shares of Fastly have returned -1.9% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Fastly, Inc. (FSLY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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