Fastly will release third-quarter 2026 results after the U.S. market closes on Nov. 4. Investors will focus on security revenue, gross margins, customer retention and whether the edge-cloud company can extend its second-quarter improvement.

Key Insights

  • Fastly earnings arrive after the Nov. 4 market close.
  • Second-quarter revenue increased 23% to $183.3 million.
  • Security growth and margin durability remain central investor measures.

Fastly Earnings Call Starts at 4:30 p.m. ET

Fastly announced the reporting schedule on Oct. 8, setting the event date for Wednesday, Nov. 4. The official company notice says management will host its investor call at 1:30 p.m. Pacific time, or 4:30 p.m. Eastern time.

The company had not released third-quarter figures when this preview was prepared. Any comparison therefore uses Fastly’s published second-quarter results rather than estimates presented as confirmed data.

Security Revenue and Margins Set the Baseline

Fastly reported second-quarter revenue of $183.3 million on Aug. 5, up 23% from a year earlier. Security revenue rose 43% to $41.7 million, while network-services revenue increased 17% to $133.9 million.

GAAP gross margin reached 63.3%, compared with 54.5% a year earlier. The company also generated $39.3 million of operating cash flow and $3.6 million of free cash flow during the quarter.

What Investors Will Track in the Fastly Report

Investors will watch whether security products continue outpacing Fastly’s core delivery business. Last-twelve-month net retention reached 117% in the second quarter, its highest level in more than three years.

The report will add another signal to the technology spending picture reflected in Qualcomm’s AI-focused earnings setup. It also follows OpenAI’s compute-infrastructure power program and precedes the SEC’s AI and machine-readable data roundtable.

No original chart was included because Fastly’s third-quarter dataset remained unreleased at preparation time. The article reports historical company figures accurately and does not infer upcoming results.

Elsy Kanana is a financial and cryptocurrency journalist at FusionMarketNews, covering digital assets, blockchain technology, financial markets, and emerging fintech trends. Her reporting focuses on market movements, regulatory developments, and on-chain analytics, delivering clear, data-driven insights to readers worldwide.