Fastly Reports $0.12 EPS, $172.6M Q4 Revenue +23%, 2026 Guidance $700–720M
Fastly reported Q4 adjusted profit of $0.12 per share and 23% revenue growth to $172.6 million, marking a turnaround from last year’s loss. The company forecasted 2026 revenue of $700–720 million, exceeding consensus estimates and triggering an 18.4% share price surge.
1. Fourth-Quarter Financial Turnaround
Fastly delivered an adjusted profit of $0.12 per share in Q4, reversing last year’s loss. Revenue climbed 23% year-over-year to $172.6 million, surpassing expectations and reflecting robust demand across its platform.
2. Strong 2026 Revenue Outlook
The company issued guidance for 2026 revenue of $700 million to $720 million, above analyst consensus. Management attributed this outlook to increased uptake of AI-related edge cloud services.
3. Share Price Reaction
Shares jumped 18.4% following the results and guidance, as investors rewarded the profitability turnaround and growth outlook. The move underscores market confidence in Fastly’s strategic pivot into AI solutions.