Sep 30, 2024

Fastly Q3 2024 Earnings Report

Fastly's Q3 2024 financial results were announced, featuring a GAAP loss of $38.0 million and record non-GAAP income of $2.4 million, along with record adjusted EBITDA of $13.3 million.

Key Takeaways

Fastly reported Q3 2024 financial results with revenue of $137.2 million, a GAAP net loss of $38.0 million, and a non-GAAP net income of $2.4 million. The company's revenue saw a 7% year-over-year increase, driven by strength in large customers and share gains outside the top ten. Adjusted EBITDA reached a record $13.3 million.

Total revenue reached $137.2 million, a 7% increase year-over-year.

GAAP net loss was $38.0 million, while non-GAAP net income was $2.4 million.

Enterprise customer count was 576, and total customer count was 3,638.

Last 12-month net retention rate (LTM NRR) decreased to 105%.

Total Revenue
$137M
Previous year: $128M
+7.3%
EPS
$0.02
Previous year: -$0.06
-133.3%
DBNER
105%
Previous year: 114%
-7.9%
Enterprise Customers
576
Previous year: 547
+5.3%
Total Customer Count
3.64K
Previous year: 3.1K
+17.3%
Gross Profit
$74.7M
Previous year: $66.1M
+13.1%
Cash and Equivalents
$218M
Previous year: $270M
-19.5%
Free Cash Flow
$36M
Previous year: $18.7M
+93.0%
Total Assets
$1.47B
Previous year: $1.64B
-10.3%

Fastly

Fastly

Forward Guidance

Fastly provided guidance for Q4 2024 with revenue between $136.0 and $140.0 million and a non-GAAP operating loss between ($5.0) and ($1.0) million. The full year 2024 revenue is expected to be between $539.0 and $543.0 million with a non-GAAP operating loss between ($28.0) and ($24.0) million.