Mar 31, 2022

Fastly Q1 2022 Earnings Report

Strong revenue growth and exceeded guidance, passing the $100M milestone for the first time.

Key Takeaways

Fastly's Q1 2022 earnings report revealed strong revenue growth, exceeding quarterly guidance and surpassing the $100M milestone for the first time. The company reported a total revenue of $102.4 million, up 5% quarter-over-quarter and 21% year-over-year.

Total revenue of $102.4 million, representing 5% sequential growth and 21% year-over-year growth.

GAAP gross margin of 47.3%, compared to 55.8% in the first quarter of 2021.

Trailing 12 month net retention rate (NRR LTM) decreased to 115% in the first quarter from 118% in the fourth quarter 2021.

Total customer count of 2,880 in the first quarter, of which 457 were enterprise customers.

Total Revenue
$102M
Previous year: $84.9M
+20.7%
EPS
-$0.15
Previous year: -$0.12
+25.0%
DBNER
115%
Previous year: 107%
+7.5%
Enterprise Customers
457
Previous year: 336
+36.0%
Total Customer Count
2.88K
Previous year: 2.21K
+30.5%
Gross Profit
$48.5M
Previous year: $47.4M
+2.3%
Cash and Equivalents
$246M
Previous year: $949M
-74.1%
Free Cash Flow
-$15.6M
Previous year: -$19.9M
-21.9%
Total Assets
$2.13B
Previous year: $2.14B
-0.2%

Fastly

Fastly

Forward Guidance

Fastly provided guidance for Q2 2022 with revenue between $99.0 - $102.0 million and non-GAAP net loss per share between ($0.18) - ($0.15). Full year 2022 revenue is expected to be $405.0 - $415.0 million and non-GAAP net loss per share between ($0.60) - ($0.50).