Fastly, Inc.
FSLY
Jodie read · what matters now
Revenue increased 19.8% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to FSLY, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 19.8% versus the comparable filing period.
- The operating loss narrowed by 14.3M.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The main drivers of the changes in operating assets and liabilities were $5.6 million of operating lease payments, a net decrease of accounts receivable of $4.0 million , primarily due to the timing of cash receipts from our customers, a $3.4 million decrease in accrued expenses due to timing of payments and a $2.1 million decrease in other assets.”
“The decrease was partially offset by a $1.8 million increase in colocation costs, a $1.2 million increase in software costs, a $1.1 million increase in personnel-related costs, as well as a $0.6 million increase in stock-based compensation expense.”
“The increase was primarily due to a $3.0 million increase in personnel-related costs including commission expense, a $2.7 million increase in stock-based compensation expenses, as well as a $0.7 million increase in third-party commission expenses.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind FSLY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 4 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
FSLY is currently a Follower in the organic co-movement group Healthcare & Tech Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.