FSLY Fastly, Inc.
Q3 2025 10-Q
Filed: Nov 7, 2025Period ending Sep 30, 2025
Information Technology
Services-Prepackaged SoftwareSEC EDGAR Fastly, Inc. (FSLY) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 7, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
AI Filing AnalysisQ3 2025 10-Q
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*
Quarterly Financial SummaryXBRL
Revenue
$158M
▲ +15.3% YoY▲ +6.4% QoQ
Net Income
-$29M
▲ +22.4% YoY▲ +21.5% QoQ
Gross Margin
58.4%
▲ +388bp YoY▲ +381bp QoQ
Operating Margin
-18.2%
▲ +1139bp YoY▲ +665bp QoQ
Net Margin
-18.6%
▲ +907bp YoY▲ +661bp QoQ
ROE
-3.1%
Total Assets
$1.5B
EPS (Diluted)
$-0.20
▲ +25.9% YoY▲ +23.1% QoQ
Operating Cash Flow
$29M
▲ +478.2% YoY▲ +12.1% QoQ
Source: XBRL data from Fastly, Inc. Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.
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