Jun 30, 2022

Fastly Q2 2022 Earnings Report

Fastly's revenue momentum continued into 2022, exceeding the top end of guidance and representing a record revenue quarter.

Key Takeaways

Fastly announced its Q2 2022 financial results, with revenue exceeding the high end of the quarterly guidance range. The company repurchased $235 million of convertible debt at a 25% discount and reported a Net Retention Rate of 117%.

Total revenue of $102.5 million, representing 21% year-over-year growth.

Trailing 12 month net retention rate (NRR LTM) increased to 117% in the second quarter.

Total customer count of 2,894 in the second quarter, of which 471 were enterprise customers.

Acquired Glitch, a platform of 1.8 million developers.

Total Revenue
$103M
Previous year: $85M
+20.6%
EPS
-$0.23
Previous year: -$0.15
+53.3%
DBNER
117%
Previous year: 93%
+25.8%
Enterprise Customers
471
Previous year: 408
+15.4%
Total Customer Count
2.89K
Previous year: 2.58K
+12.1%
Gross Profit
$46.1M
Previous year: $44.7M
+3.0%
Cash and Equivalents
$62.5M
Previous year: $688M
-90.9%
Free Cash Flow
-$23.1M
Previous year: -$22M
+5.0%
Total Assets
$1.93B
Previous year: $2.14B
-9.6%

Fastly

Fastly

Forward Guidance

Fastly provided guidance for Q3 2022 and full year 2022.

Positive Outlook

  • Q3 2022 Total Revenue: $102 - $105 million
  • Full Year 2022 Total Revenue: $415 - $425 million

Challenges Ahead

  • Q3 2022 Non-GAAP Operating Loss: ($21.5) - ($18.5) million
  • Full Year 2022 Non-GAAP Operating Loss: ($78) - ($72) million
  • Q3 2022 Non-GAAP Net Loss per share: ($0.18) - ($0.15)
  • Full Year 2022 Non-GAAP Net Loss per share: ($0.68) - ($0.63)