Mar 31, 2021

Fastly Q1 2021 Earnings Report

Fastly experienced continued momentum driven by strong platform demand.

Key Takeaways

Fastly's Q1 2021 revenue increased 35% year-over-year to nearly $85 million. The company saw growth in total customer count and enterprise customer count, with average enterprise customer spend increasing to $800,000. The DBNER remains strong at 139%.

Revenue of nearly $85 million, up 35% year-over-year.

Total customer count increased to 2,207, up from 2,084 in Q4 2020.

Enterprise customer count increased to 336, up from 324 in Q4 2020.

Average enterprise customer spend increased to $800,000, up from $782,000 in the prior quarter.

Total Revenue
$84.9M
Previous year: $62.9M
+34.8%
EPS
-$0.12
Previous year: -$0.06
+100.0%
DBNER
107%
Previous year: 130%
-17.7%
Enterprise Customers
336
Previous year: 297
+13.1%
Total Customer Count
2.21K
Gross Profit
$47.4M
Previous year: $35.7M
+32.8%
Cash and Equivalents
$949M
Previous year: $22.5M
+4116.6%
Free Cash Flow
-$19.9M
Previous year: -$19M
+4.9%
Total Assets
$2.14B
Previous year: $324M
+560.3%

Fastly

Fastly

Fastly Revenue by Segment

Forward Guidance

The outlook reflects strong top-line growth momentum, strategic investments in security and cloud computing, and the incremental expense from the Signal Sciences acquisition. Capital expenditures as a percentage of revenue are expected to be approximately 13% to 14% of revenue for the full year.