Short answer
Fastly, Inc. (FSLY) filed its Q3 2025 10-Q quarterly report on Nov 7, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $158M (up 15.3% year over year) with net income of −$29M.
Q3 2025 key financials · XBRL
- Revenue
- $158M
- +15.3% YoY · +6.4% QoQ
- Net income
- −$29M
- +22.4% YoY · +21.5% QoQ
- Operating margin
- -18.2%
- Gross margin
- 58.4%
- EPS (diluted)
- −$0.20
- +25.9% YoY · +23.1% QoQ
Source: XBRL data from the Fastly, Inc. (FSLY) Q3 2025 10-Q on SEC EDGAR. USD.
Fastly, Inc. Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Risk Factors
- New risk: Component shortages, delays, and price inflation disrupting server construction, triggered by COVID-19, trade disputes, and tariffs impacting supply chain*
- Most updated risk: Customer concentration risk increased; top 10 customers accounted for 32% revenue in trailing 12 months ended Sep 30, 2025, TikTok-related U.S. regulatory uncertainty affecting traffic*
- Regulatory risk: Legislation banning TikTok in U.S. if ByteDance divestiture not completed by Jan 23, 2026, potentially reducing Fastly's revenue from a major customer*
- Operational risk: Platform outages and interruptions from software defects, hardware failure, natural disasters, cyber-attacks, and third-party disruptions causing reputational harm and SLA claims
- Financial risk: Operating losses with net loss $29.5M for Q3 2025 and accumulated deficit $1,099M, raising sustainability concerns and need for revenue growth and expense management
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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