Fastly reported FY 2025 revenue of USD 624.0 million (up 15.0%), with a net loss attributable to common stockholders of USD 121.7 million. Gross profit was USD 356.2 million and gross margin was 57%, while loss from operations was USD 119.0 million. Cash, cash equivalents and marketable securities totaled USD 361.8 million as of December 31, 2025, and net cash provided by operating activities was USD 94.4 million in FY 2025. By product line in FY 2025, Network Services revenue was USD 477.8 million (up 12.0%), Security revenue was USD 125.1 million (up 21.0%) and Other revenue was USD 21.2 million (up 64.0%). Fastly said Security growth was driven by higher Next-Gen WAF revenue, partially offset by a decline in legacy WAF revenue, while Other revenue growth was driven by further adoption of its Compute solutions. Operational metrics included 3,092 total customers and 628 enterprise customers as of December 31, 2025, with annual revenue retention rate of 98.7% and last-twelve months net retention rate of 110.1%. Remaining performance obligations were USD 353.8 million as of December 31, 2025. Fastly also noted TikTok was one of its largest customers in FY 2025 and said it does not know how TikTok’s announced U.S. restructuring may impact traffic levels.

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