5 Insightful Analyst Questions From Fastly’s Q1 Earnings Call
Fastly’s first quarter was marked by positive momentum, driven by gains with enterprise customers and notable progress in product diversification. Management credited strong new customer acquisition in strategic verticals such as travel, financial services, and retail, as well as cross-sell momentum in its security and compute portfolio. CEO Todd Nightingale highlighted the impact of Fastly’s revamped go-to-market strategy and increased packaging simplicity, with over half of customers now using more than one product line. Nightingale explained, “Our platform strategy continues to yield results as now almost half of our customers leverage two or more Fastly product lines, generating three quarters of our revenue.”
Is now the time to buy FSLY? Find out in our full research report (it’s free).
Fastly (FSLY) Q1 CY2025 Highlights:
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions Fastly’s Q1 Earnings Call
Catalysts in Upcoming Quarters
In the next few quarters, the StockStory team will be monitoring (1) sustained momentum in security and compute product adoption, (2) further progress in revenue diversification outside the top 10 customers, and (3) continued improvements in pricing stability and gross margin. The company’s ability to convert pipeline visibility into realized revenue and to execute on high-touch sales strategies will also serve as important indicators of operational progress.
Fastly currently trades at $7.35, up from $6.01 just before the earnings. Is there an opportunity in the stock? Find out in our full research report (it’s free) .
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