Short answer
Fastly, Inc. (FSLY) filed its Q1 2026 10-Q quarterly report on May 6, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $173M (up 19.8% year over year) with net income of −$21M.
Q1 2026 key financials · XBRL
- Revenue
- $173M
- +19.8% YoY
- Net income
- −$21M
- +47.6% YoY
- Operating margin
- -13.8%
- Gross margin
- 62.5%
- EPS (diluted)
- −$0.13
- +51.9% YoY
Source: XBRL data from the Fastly, Inc. (FSLY) Q1 2026 10-Q on SEC EDGAR. USD.
Fastly, Inc. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $173.0M, up 20% YoY from $144.5M
- Net loss $20.5M vs $39.1M YoY
- Large customers 634 vs 595; LTM NRR 113.0% vs 100.0%
- R&D expense 24% of revenue vs 26% YoY
- RPO $368.7M; TikTok restructuring impact on traffic remains uncertain
Risk Factors
- Customer concentration: TikTok remained a major customer after its January 22, 2026 U.S. restructuring, with traffic impact still uncertain
- Infrastructure supply risk*: Component shortages, tariffs, and AI-driven capacity demand could increase costs or constrain POP expansion
- Cybersecurity risk*: Attacks on multi-tenant systems could trigger regulatory actions, litigation, fines, customer losses, and operational disruption
- Regulatory compliance risk: Evolving privacy, infrastructure, AI, and data-security obligations could increase compliance costs or restrict operations
- Financial risk: Net loss $20.5 million and accumulated deficit $1,135.0 million as of March 31, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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