FSLY Earnings

FSLY reported its earnings on 2026-02-11, showcasing a revenue of 172.61M against an estimate of 161.41M, resulting in a 6.94% surprise. The EPS was 0.12, surpassing the expected 0.06 by 100%. The stock experienced a 72.29% price change on the earnings day and a 102.26% change over the next five days, reflecting market reactions to the results.

Following FSLY's earnings announcement on 2026-02-11, the stock price moved by 72.29% on the day of the release. Over the subsequent five days, it saw a 102.26% change. Historically, FSLY's stock price tends to shift by an average of 3.25% in the 10 days leading up to earnings and 8.64% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate FSLY's annual revenue to reach 159.62M, while the EPS is projected at 0.02. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between FSLY's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, FSLY's stock price typically moves by 3.25% in the 10 days before its earnings and 8.64% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.02 and revenue of 159.62M.

The earnings call presents a positive outlook with raised guidance for revenue and operating profit, and improved free cash flow. The Q&A section highlights strong AI and security product growth, strategic customer engagements, and a robust guidance process. Despite some concerns about geopolitical risks and unclear details on certain metrics, the overall sentiment is optimistic. The market cap indicates a potential stock price reaction in the positive range (2% to 8%) given the company's strategic advancements and financial guidance.