Fastly — Third Quarter 2026 Earnings Summary

Fastly reported third-quarter 2026 revenue of $190.2 million, representing a 20% year-over-year increase, driven by growth in security and other revenue segments. The company achieved a GAAP gross margin of 63.3% and a non-GAAP gross margin of 65.8%, while generating $25.2 million in free cash flow for the quarter. Last 12-month net retention rate reached 119%, and remaining performance obligations rose 24% to $334 million. Fastly provided full-year 2026 revenue guidance between $744.0 million and $748.0 million.