Brief: Fastly Q2 Adjusted EPS USD -0.03 Vs. IBES Estimate USD -0.05

Fastly

06/08/2025 21:05

Overview

Fastly Q2 2025 revenue of $148.7 mln beats analyst expectations, per LSEG data

Adjusted EPS loss of $0.03 beats consensus estimates, per LSEG data

Company raises full-year 2025 financial guidance, expects positive free cash flow

Outlook

Fastly raises 2025 revenue guidance to $594 mln - $602 mln

Company expects Q3 2025 revenue of $149 mln - $153 mln

Fastly projects 2025 non-GAAP operating loss of $9 mln - $3 mln

Company anticipates positive free cash flow for full year 2025

Result Drivers

CUSTOMER ACQUISITION - Increased customer acquisition and expanded cross-sell opportunities driving record revenue, per CEO Kip Compton

PRODUCT PACKAGE DEALS - Product package deals grew over 50% year-over-year, contributing to revenue growth

RPO INCREASE - Record RPO of $315 mln, up 41% year-over-year, reflecting higher customer commitments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$148.71 mln
$144.90 mln (10 Analysts)
Q2 Adjusted EPS
Beat
-$0.03
-$0.05 (10 Analysts)
Q2 EPS
-$0.26
Q2 Net Income
-$37.54 mln
Q2 Gross Margin
54.5%
Q2 Gross Profit
$81.12 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 9 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy."

Wall Street's median 12-month price target for Fastly Inc is $6.75, about 5.5% above its August 5 closing price of $6.38

Press Release: ID:nBwbg6rz6a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)