FSLY
Market read
The latest filing evidence is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Invalidation: The isolated read changes if FSLY's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Transaction costs of $ 5.8 million incurred related to the issuance of the 2028 Notes, partially offset by the aforementioned premium, were recorded as contra-liability and represents the difference between the principal and the carrying amount of the 2028 No…”10-Q · Nov 7, 2025 ↗
“Factors considered in determining whether a credit impairment has occurred include whether the decline in fair value is due to credit related factors, the Company’s intent to sell the security, and whether or not the Company will be required to sell the secur…”10-K · Feb 25, 2026 ↗
Valuation discipline
Price/sales 5.5× · EV/sales 5.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for FSLY. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-06.
Capital and cash conversion
Capital spending consumed more revenue while free-cash-flow margin declined.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“This was offset by a $8.2 million increase in other assets, $7.9 million of net operating lease payments, a net increase of accounts receivable of $3.3 million, primarily due to the timing of cash receipts from our customers and a $1.8 million decrease in accrued expenses due to timing of payments.”
“The increase was primarily due to a $2.2 million increase in stock-based compensation expense, a $1.7 million increase in third-party commission costs, a $1.6 million increase in personnel-related costs including commission expense, and a $0.6 million increase in marketing-related expenses.”
“The increase was primarily due to a $4.8 million increase in stock-based compensation expense, a $4.7 million increase in personnel-related costs including commission expense, a $2.4 million increase in third-party commissions, and a $0.7 million increase in marketing expenses.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We segment the competitive landscape into six key categories: 19 • Legacy CDN platform solutions like Akamai; • Application and API security vendors like Akamai, Cloudflare, F5, and Thales (Imperva); • Point CDN players like Bunny CDN, CDNetworks, CDN77, and…”
“We segment the competitive landscape into six key categories: 19 • Legacy CDN platform solutions like Akamai; • Application and API security vendors like Akamai, Cloudflare, F5, and Thales (Imperva); • Point CDN players like Bunny CDN, CDNetworks, CDN77, and…”
Depended on by
“F5 competes with traditional edge players including Akamai, Cloudflare and Fastly, as well as networking vendors including Broadcom and Cisco, and pure-play vendors like Aviatrix, and public cloud providers.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
FSLY is currently a Early Follower in the organic co-movement group Mixed Risk Exposure. 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.
This group is retained as the last observed read for FSLY; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.