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Fastly (FSLY) guidance and outlook
Fastly's 10-Q filed Nov 4, 2026 makes 26 forward-looking statements.
Guidance and outlook
Forward-looking statements, 10-Q filed Nov 4, 2026
- We will continue to increase our discretionary marketing spend, including account-based, targeted demand generation and brand spend, to drive the effectiveness of our sales teams.
- As a result, we expect our total operating expenses to increase as we continue to expand.
- We will also continue to build out a single, unified platform, simplify customer onboarding and service usage, and simplify our pricing and packaging.
- We will also need to expand, retain, and motivate our sales and marketing personnel in order to target our sales efforts at larger enterprises and senior management of these potential customers.
- We intend to continue expanding our efforts to attract customers outside of the United States by augmenting our sales teams and strategically increasing our presence in a number of markets in select international locations.
- In addition, we cannot be certain what actions the United States or another country’s government may take with respect to certain of our customers that may adversely affect our ability to do business with our customers that operate in China, target China as a market or that have strong business ties to China, and any such governmental action could have a negative impact on our business.
- While the conflicts are still evolving and the outcomes remain highly uncertain, we do not believe these or other conflicts will have a material impact on our business and results of operations.
- We expect our revenue growth to be dependent on an expanding customer base and continued adoption of our offerings.
- In anticipation of winning new customers and staying ahead of our customers’ needs, we plan to continue to invest in order to expand the scale and capacity of our software-defined modern network.
- Our customers require constant innovation within their own organizations and expect the same from us.
- Therefore, we will continue to invest in resources to enhance our development capabilities and introduce new products and features on our platform.
- We believe that investment in research and development will contribute to our long-term growth but may also negatively impact our short-term profitability.
Fastly's latest quarter
Fastly, Q3 2026: revenue $190M (+20% year over year), operating margin -5.9%, net loss $11.3M, operating cash flow $40.0M. The chart follows the revenue to costs, profit and cash.
Questions
What does Fastly expect?
We will continue to increase our discretionary marketing spend, including account-based, targeted demand generation and brand spend, to drive the effectiveness of our sales teams. As a result, we expect our total operating expenses to increase as we continue to expand. We will also continue to build out a single, unified platform, simplify customer onboarding and service usage, and simplify our pricing and packaging.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.