Dec 31, 2019

Fastly Q4 2019 Earnings Report

Reported solid results with revenue up 44% year-over-year and strong enterprise customer growth.

Key Takeaways

Fastly's Q4 2019 results showed strong top-line growth with revenue of $59 million, up 44% year-over-year. The company also saw an increase in enterprise customer count and a DBNER of 136%.

Q4 2019 revenue reached $59 million, a 44% increase year-over-year.

GAAP gross margin improved to 56.7%, up from 56.6% year-over-year.

Enterprise customer count increased to 288, up from 274 in Q3 2019.

Dollar-Based Net Expansion Rate (DBNER) increased to 136%, up from 135% in Q3 2019.

Total Revenue
$58.9M
Previous year: $40.8M
+44.5%
EPS
-$0.1
Previous year: -$0.0926
+8.0%
DBNER
136%
Enterprise Customers
288
Average Enterprise Spend
$607K
Gross Profit
$33.5M
Previous year: $23.1M
+44.9%
Cash and Equivalents
$201M
Free Cash Flow
-$9M
Total Assets
$321M

Fastly

Fastly

Fastly Revenue by Segment

Forward Guidance

The 2020 outlook reflects continued investment, balanced by our ongoing commitment to margin expansion.