Earnings Releases·Nov 4, 2026, 4:08 PM ET

Fastly — Third Quarter 2026 Earnings Summary

**Revenue and Profitability:** Total revenue grew 20% year-over-year to $190.2 million, while GAAP operating loss narrowed to $11.3 million and Non-GAAP operating income rose to $31.2 million; free cash flow increased to $25.2 million.
**Segment Growth and Retention:** All business segments posted double-digit growth (Network Services +16%, Security +32%, Other +37%), with last 12-month net retention reaching 119% and Remaining Performance Obligations (RPO) up 24% to $334 million.
**Full-Year Guidance:** Management reaffirmed full-year 2026 revenue guidance of $744.0–$748.0 million and Non-GAAP operating income guidance of $107.0–$111.0 million, with Q4 revenue expected between $198.0–$202.0 million.
**Strategic Expansion:** Launched AI Runtime Control, AI Firewall, and API Security capabilities while securing partnerships with Comcast for edge AI services and Ingram Micro for AI-ready applications in Singapore.