For the quarter ended September 2026, Fastly (FSLY) reported revenue of $190.19 million, up 20.2% over the same period last year. EPS came in at $0.17, compared to $0.07 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $188.28 million, representing a surprise of +1.02%. The company delivered an EPS surprise of +41.67%, with the consensus EPS estimate being $0.12.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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/ Large customer count: 634 versus 630 estimated by two analysts on average. Revenue by Product- Network Services: $138 million compared to the $133.74 million average estimate based on three analysts. The reported number represents a change of +16.2% year over year. Revenue by Product- Other: $7.4 million versus $8.73 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +37% change. Revenue by Product- Security: $44.7 million compared to the $46.24 million average estimate based on three analysts. The reported number represents a change of +31.5% year over year.View all Key Company Metrics for Fastly here>>>
Shares of Fastly have returned -17.4% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
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Fastly, Inc. (FSLY): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).