Short answer
Fastly, Inc. (FSLY) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $183M (up 23.3% year over year) with net income of −$16M.
Q2 2026 key financials · XBRL
- Revenue
- $183M
- +23.3% YoY · +6.0% QoQ
- Net income
- −$16M
- +58.5% YoY · +24.0% QoQ
- Operating margin
- -7.9%
- Gross margin
- 63.3%
- EPS (diluted)
- −$0.10
- +61.5% YoY · +23.1% QoQ
Source: XBRL data from the Fastly, Inc. (FSLY) Q2 2026 10-Q on SEC EDGAR. USD.
Fastly, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $183.3M, up 23% YoY from $148.7M
- Gross margin 63% vs 55% YoY; operating margin (8%) vs (23%)
- Best performer Other revenue $7.7M, up 69% YoY
- Security revenue $41.7M, up 43% YoY; Network Services $133.9M, up 17%
- Outlook: higher operating expenses, network investment, bandwidth costs, and international expansion complexity
Risk Factors
- Customer concentration risk updated: top 10 customers represented 37% of revenue in Q2 2026 versus 31% in Q2 2025
- Supply-chain risk updated: AI-driven capacity demand, tariffs, and trade requirements may increase component costs and delay POP expansion
- Cybersecurity risk updated: AI-enabled attacks, including prompt injection and model inversion, added to evolving threat landscape
- Regulatory risk: privacy, infrastructure, AI, and data-security obligations remain stringent and evolving across U.S. and foreign jurisdictions
- Profitability risk: $36.1 million net loss and $1,150.6 million accumulated deficit for six months ended June 30, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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