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Fastly Announces Third Quarter 2026 Financial Results

Fastly reported Q3 2026 revenue of $190.2M, up 20% YoY, with a GAAP loss of $11.3M but non-GAAP income of $29.5M. Gross margin improved to 63.3% GAAP and 65.8% non-GAAP. CEO Kip Compton highlighted strong customer adoption and AI-driven growth. The company raised its full-year guidance and announced new partnerships and product launches. Fastly's LTM NRR increased to 119%.

Original reporting
stocktitan.net
Published Nov 4, 2026, 9:05 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 9:09 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefEarnings
Primary signal
MARKET
Neutral
AI market analysis
Mentioned
$FSLY
Relevance
7/10
AlphAI data visualization · based on stocktitan.net
Decision brief

The 30-second read

High
01

Why it matters

The earnings release provides fresh data for traders to reassess valuation and momentum.

02

Market read

First report of Fastly's Q3 results; revenue beat but loss may cause mixed stock reaction.

03

What to watch

Fastly's AI product launches and new partnerships may drive future upside not reflected in current loss.

Relevance 7/10Novelty 8/10Timing: after-hours

Background

Fastly's Q3 2026 earnings press release includes detailed financial tables and product updates.

Market effects

Sector

Positive revenue growth may support edge cloud and CDN sector sentiment.

Regional

US cloud infrastructure stocks could see modest movement.

Global

Limited to technology sector; no broad market impact.

Counterpoint

What could challenge this read

Despite revenue beat, the GAAP loss suggests underlying cost issues; short positions could be justified.

Key entities

  • Executive
    Kip Compton

    CEO of Fastly, quoted on results.

  • Partner
    Comcast

    Partnered with Fastly for edge delivery.

Read at source← All news

StoryFastly posts record Q3 2026 revenue and beats earnings estimates

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