Fastly Posts 23% Q4 Revenue Growth to $172.6M, Guides $700–720M in 2026 Sales
Fastly reported record Q4 2025 revenues of $172.6 million, up 23% year-over-year, driven by an enterprise segment that accounted for over 90% of sales and 628 customers. The company guided Q1 revenues to $168–174 million and full-year to $700–720 million while expanding security and edge offerings.
1. Record Q4 Revenue and Enterprise Growth
Fastly reported Q4 2025 revenues of $172.6 million, marking a 23% year-over-year increase driven by its enterprise segment, which contributed over 90% of total sales and grew its customer base to 628 firms.
2. Q1 and Full-Year 2026 Revenue Guidance
Management forecasted Q1 revenues of $168–174 million and full-year revenues of $700–720 million, indicating continued double-digit growth as enterprise demand remains robust.
3. Product Expansion and Strategic Partnerships
The firm is extending its edge platform with Next-Gen WAF, Bot Management, API Security and Managed Security Services, while deepening integrations with Alphabet, VMware, Shopify, Azure and AWS to enhance performance and security for enterprise workloads.
4. Valuation and Competitive Position
Fastly shares have rallied 235.5% year-to-date and trade at a forward 12-month price-to-sales ratio of 6.56x versus the industry’s 3.62x, as the company competes with Cloudflare and Akamai in the crowded edge and web security markets.