Fastly Publishes Q3 2026 Earnings Call Transcript

• Fastly's November 4, 2026, third-quarter earnings call featured CEO Kip Compton, CFO Richard Wong and investor relations head Vernon P. Essi.
• Quarterly revenue rose 20% to $190.2 million, exceeding guidance; non-GAAP operating income reached $31.2 million.
• Full-year revenue guidance increased to $744 million–$748 million; non-GAAP operating profit is projected at $107 million–$111 million.
• Free cash flow guidance rose to $50 million–$60 million; infrastructure capital spending is expected at 10% of revenue, versus 10%–12% previously.
• Go-to-market President Scott Lovett plans to retire in 2027; he will remain during the transition while a chief revenue officer is sought.

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