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Fastly, Inc. FSLY Stock-Based Comp

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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+268%
Enterprise value$3.94B+201%
P/S5.3×+3.5×

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:ShareBasedCompensation.

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 itemSix months ended June 30, 2026Six months ended June 30, 2025
Non-cash lease expense13,08511,349
Amortization of debt discount and issuance costs767434
Amortization of deferred contract costs9,4919,697
Stock-based compensation70,15351,917
Deferred income taxes(4,353)749
Provision for credit losses2,5321,994
Loss (gain) on disposals of property and equipment267(43)
Accretion of discounts and amortization of premiums, net(1,817)(1,982)

Item 1. Financial Statements (unaudited)

FAQ

What is Fastly, Inc.'s stock-based comp?
Fastly, Inc. (FSLY) reported stock-based comp of $35.17M in Q2 2026.
How has Fastly, Inc.'s stock-based comp changed year-over-year?
Fastly, Inc.'s stock-based comp increased by 33.6% year-over-year, from $26.34M to $35.17M.
What is the long-term trend for Fastly, Inc.'s stock-based comp?
Over 4 years (2021 to 2025), Fastly, Inc.'s stock-based comp has grown at a -4.4% compound annual growth rate (CAGR), from $140.49M to $117.32M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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