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Fastly, Inc. FSLY Security — Revenue

Other product segments

Network Services
$133.9M+16.6%
Other
$7.7M+68.6%

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Other financials

Income statement

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Revenue$183.3M+23.3%
Gross profit$116.0M+42.9%
Operating income-$14.4M+60.9%
Net income-$15.6M+58.5%
EPS (diluted)-$0.10+61.5%

Balance sheet

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Cash & equivalents$89.8M+8.9%
Total debt$417.8M+1.2%
Total equity$990.8M+5.1%
Total assets$1.5B+2.8%

Cash flow

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Operating cash flow$39.3M+52.5%
CapEx$31.6M+221%
Free cash flow$7.7M-51.6%

Valuation

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Market cap$3.61B+283%
Enterprise value$3.94B+209%
P/S5.3×+3.6×

Profitability

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Gross margin61.5%+7.6pp
Operating margin-12%-4.2pp
Net margin-11.8%-4.2pp
FCF margin7.4%+1.4pp

Returns & leverage

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Return on equity-8.4%-2.6pp
Debt / equity0.4×0.0×
Current ratio3.4×+1.9×

Where this comes from

Reported directly by Fastly, Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax.

The source filing: Fastly, Inc.’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:10 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001517413-26-000213
Line itemThree months ended June 30, 2026Three months ended June 30, 2025Six months ended June 30, 2026Six months ended June 30, 2025
Network Services$133,897$114,877$260,134$228,106
Security41,72329,26780,48555,702
Other7,6974,56515,7199,375
Total revenue$183,317$148,709$356,338$293,183

Item 1. Financial Statements (unaudited)

FAQ

What is Fastly, Inc.'s security — revenue?
Fastly, Inc. (FSLY) reported security — revenue of $41.72M in Q2 2026.
How has Fastly, Inc.'s security — revenue changed year-over-year?
Fastly, Inc.'s security — revenue increased by 42.6% year-over-year, from $29.27M to $41.72M.
What is the long-term trend for Fastly, Inc.'s security — revenue?
Over 3 years (2022 to 2025), Fastly, Inc.'s security — revenue has grown at a 17.1% compound annual growth rate (CAGR), from $77.84M to $125.06M.
What does security — revenue mean?
This metric represents the total revenue generated from the company's dedicated security product suite, which includes services like web application firewalls, bot mitigation, and DDoS protection. It measures the commercial success and market adoption of the company's specialized cybersecurity offerings as distinct from its core content delivery services. Growth in this segment indicates the company's ability to cross-sell value-added security features to its existing customer base and capture demand for edge-based threat protection.

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