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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Fastly
Fastly (FSLY) investor relations material
Fastly Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue reached a record $190.2M, up 20% YoY; LTM NRR was 118.9%, its highest level since 2022.
Non-GAAP operating income was $31.2M and free cash flow was $25.2M; GAAP net loss narrowed to $11.3M from $29.5M.
Configurable edge platform strategy spans delivery, security, compute and observability, with cross-selling and broader adoption as growth levers.
Financial highlights
Q3 revenue was $190.2M versus $158.2M a year earlier; nine-month revenue was $546.5M versus $451.4M.
GAAP gross margin was 63.3% versus 58.4%; non-GAAP gross margin was 65.8% versus 62.8%.
GAAP operating loss was $11.3M versus $28.8M; non-GAAP operating income was $31.2M versus $11.6M, with a 16.4% margin.
Non-GAAP net income was $31.6M and diluted EPS was $0.17; GAAP diluted loss per share was $0.07 versus $0.20.
Operating cash flow was $40.0M versus $28.9M; free cash flow was $25.2M versus $18.1M.
Outlook and guidance
Q4 revenue guidance is $198M–$202M, with 16% YoY growth at midpoint; non-GAAP operating income is $30M–$34M and EPS is $0.16–$0.18.
FY2026 revenue guidance is $744M–$748M, with 20% growth at midpoint; non-GAAP operating income is $107M–$111M and EPS is $0.61–$0.63.
Q4 and FY2026 adjusted gross margin guidance is 65.5%, ±50 bps.
FY2026 infrastructure CapEx outlook declined to ~10% of revenue from 10%–12%; FY free cash flow guidance rose to $50M–$60M.
Forward non-GAAP guidance has no GAAP reconciliation due to uncertainty around potentially material expenses, including stock compensation, litigation and impairment.
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Latest events from Fastly
- AI-driven edge platform, multi-product adoption, and global expansion fuel strong growth outlook.FSLY
Investor Day 2026 - Security and compute growth, product expansion, and execution drive strong results and outlook.FSLYPiper Sandler 5th Annual Growth Frontiers Conference
- Security and compute growth drive record margins and a shift toward multi-product edge solutions.FSLYCiti’s 2026 Global TMT Conference
- Leadership transformation and product innovation fuel record growth and operational efficiency.FSLYTechnology Leadership Forum 2026
- Record Q2 revenue, margin, and net retention rate drive raised 2026 outlook.FSLYQ2 2026
- All proposals passed, with directors elected and auditor ratified; no shareholder questions were raised.FSLYAGM 2026
- Security and compute growth outpace the market as AI trends drive new edge opportunities.FSLY46th Annual William Blair Growth Stock Conference
- Q1 2026 revenue up 20% to $173M, record margins, and security growth of 47% YoY.FSLYQ1 2026
- Q2 revenue up 8% year-over-year to $132.4M, but net loss widened and restructuring is underway.FSLYQ2 2024
Next Fastly earnings date
RBC Global Industrials Conference 202617 Nov, 2026
Fastly
Next Fastly earnings date
RBC Global Industrials Conference 202617 Nov, 2026
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Frequently asked questions
Content Delivery Networks
Fastly is an American technology company with global operations that provides various cloud computing services. The company provides a platform that is focused on content delivery networks (CDN), edge computing, and related technologies. Its platform is designed to help businesses manage digital content and distribute it quickly and efficiently via the Internet to end users. Fastly’s platform is used in a variety of industries, including media, entertainment, e-commerce, financial services, and tech companies in general. The company is headquartered in San Francisco, California, and its shares are listed on the NYSE.
More Efficient Solutions
Fastly was founded in 2011 by Artur Bergman. Bergman, who previously worked as CTO at Wikia, was motivated by the limitations he observed in existing CDN technologies, particularly around speed and flexibility. He envisioned a more efficient, programmable, and user-centric approach to content delivery. The company started with a focus on developing a more advanced CDN, designed to allow developers greater control over content caching and distribution. In 2013, just two years after its inception, the company had already made a notable impact, attracting large customers at places like (what was then) Twitter and Etsy.
The CDN
Fastly is a cloud computing service provider, primarily known for its advanced content delivery network. Its CDN technology accelerates the loading time of web pages and optimizes the user experience by caching content closer to users. Fastly stands out for its highly programmable and flexible network, which allows developers more control over how content is delivered and managed. Additionally, the company offers edge computing services, enabling data processing near the source of data generation, thus reducing latency. Fastly also focuses on internet security, providing solutions to protect websites and applications from cyber threats. The CDN sector is highly competitive, and other companies offering similar services include names such as Akamai and Cloudflare.
How it Works
Fastly operates by strategically placing servers around the world to form a global network, which serves as the backbone of its content delivery network (CDN). When a user requests a webpage or content that is part of Fastly's network, the request is routed to the nearest server, reducing the distance the data travels and speeding up the delivery time. This network also caches content, storing copies of web pages, images, and other media, so they can be quickly retrieved and delivered to users.