Fastly (FSLY) Q4 2025 Earnings Call Transcript

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Feb. 11, 2026, 4:30 p.m. ET

• Chief Executive Officer — Kip Compton

• Chief Financial Officer — Richard Wong

• Director, Investor Relations — Ferd Mendiola

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Kip Compton, and CFO, Rich Wong with america today. The webcast of this telephone tin beryllium accessed done our website, fastly.com volition beryllium archived for 1 year. Also, a replay volition beryllium disposable by dialing (800) 770-2030 and referencing league ID fig 754-3239 soon aft the decision of today's call. A transcript of today's net property release, related fiscal tables and supplements, each of which are furnished successful our 8-K filing today, tin beryllium recovered successful the Investor Relations information of Fastly's website on with the capitalist presentation. During this call, we volition marque forward-looking statements, including statements related to the expected show of our business, aboriginal fiscal results, merchandise sales, strategy, semipermanent maturation and wide aboriginal prospects.

These statements are taxable to known and chartless risks, uncertainties and assumptions that could origin existent results to disagree materially from those projected oregon implied during the call. For further accusation regarding hazard factors for our business, delight notation to our filings with the SEC, including our astir caller yearly study filed connected Form 10-K and quarterly reports filed connected Form 10-Q filed with the SEC and our 4th fourth 2025 net merchandise and supplement for a treatment of the factors that could origin our results to differ. Please refer, successful particular, to the sections entitled Risk Factors. We promote you to work these documents.

Also enactment that the forward-looking statements connected this telephone are based connected accusation disposable to america arsenic of today. We undertake nary work to update immoderate forward-looking statements, but arsenic required by law. Also during this call, we volition sermon definite non-GAAP fiscal measures. Unless different noted, each numbers we sermon contiguous different than gross volition beryllium connected an adjusted non-GAAP basis. Reconciliations to the astir straight comparable GAAP fiscal measures are provided successful the net merchandise and supplement connected our Investor Relations website. These non-GAAP measures are not intended to beryllium a substitute for our GAAP results.

Before we statesman our prepared comments, delight enactment that during the archetypal quarter, we volition beryllium attending the Raymond James 47th Annual Institutional Investors Conference successful Orlando connected March 2. Now I'll crook the telephone implicit to Kip.