Fastly A

Fastly’s stock rose 13.7% to $29.65 after the investor day in New York. Management is targeting 2029 revenue of $1.10–1.30 billion, equivalent to annual growth of 14–21% from 2026; adjusted operating margin is expected to reach 20–22% and the free cash flow margin 12–15%. Fastly reports that AI traffic on its platform grew 6.5 times faster than human traffic from January to May, and an analysis says about 29% of Meta’s Muse test traffic runs over Fastly, which could bring additional revenue. Analysts are divided: some view the targets as positive or conservative, others point to wide ranges and fierce competition. » Altro su deraktionaer.de

Fastly generated $183 million in revenue, up 23% year over year, with delivery services up 17% and security revenue up 43%. Remaining performance obligations increased 38% and net retention reached 117%, reflecting stronger customer commitments and cross-selling. Management said accelerating machine-to-machine and AI traffic is driving demand for bot management and DDoS protection, while edge compute focus centers on software and existing network capacity. The company plans an investor day to outline its longer-term operating model and will not provide fiscal 2027 guidance at the event. » Altro su finance.yahoo.com

Fastly posted Q2 revenue of $183 million, up 23.3% year over year, with record gross margin of 65.8% and its fourth consecutive profitable quarter. Security revenue grew 43% and compute/other revenue rose 69%, as management expects the revenue mix to shift toward higher-growth security and compute products. Machine-generated (AI) requests increased sixfold, driving demand for request-priced security and compute services; net retention was 117% and top-10 customer concentration stood at 37%. Fastly plans capital expenditures of about 10–12% of revenue to support its edge-cloud expansion while leveraging existing CPU capacity for compute. » Altro su finance.yahoo.com

Fastly shares rose about 11% intraday to $23.92 after management spoke at the Citi 2026 Global TMT Conference. The move was driven by a strong Q2 report with record revenue of $183.3 million (+23% YoY), a gross margin of 63.3% and net revenue retention of 117%, leading the company to raise its full-year revenue guidance to $732–746 million. Analysts lifted price targets and investors positioned ahead of the investor day on Sept. 22, while the broader U.S. market slipped slightly. » Altro su de.investing.com

At the Citi Global TMT Conference, Fastly presented an accelerated, more profitable business trajectory with quarterly revenue of $183 million (+23.3%), a record gross margin of 65.8% and roughly 15% operating margin. Security and compute are growing markedly faster than the delivery business and together account for over 50% of the projected annual growth; compute is already scaling to a run-rate of about $7 million per quarter. Net revenue retention rose to 117% and Fastly posted four quarters of operating profit and six quarters of positive free cash flow. Management emphasizes a capital- and margin-efficient edge-cloud strategy, rising AI/bot-traffic monetization opportunities and a continuing shift in the revenue mix toward security and compute. » Altro su de.investing.com