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/Mis Actual Consensu

s s

Estimate

Q2 Beat $148.71 $144.90

Revenue mln mln (10

Analysts

)

Q2 Beat -$0.03 -$0.05

Adjusted (10

EPS Analysts

)

Q2 EPS -$0.26

Q2 Net -$37.54

Income mln

Q2 Gross 54.5%

Margin

Q2 Gross $81.12

Profit 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 ( FSLY ) is $6.75, about 5.5% above its August 5 closing price of $6.38

Press Release:

(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.)