Fastly Registered (A) WKN: A2PH9T ISIN: US31188V1008 Kürzel: FSLY Forum: Aktien Thema: Hauptdiskussion

Ich bin auch raus...mit heftigen Verlust. Schade

Etsy und Roku das selbe Spiel

Continued enterprise customer growth and expansion: • Dollar-Based Net Expansion Rate (DBNER)4 of 126%, compared to 141%5 in Q1 2021 • Net Retention Rate (NRR)6 of 93%, compared to 110%5 in Q1 2021 – Last-twelve-month (LTM) NRR7 of 121%, compared to 135%5 in Q1 2021 • Total customer count increased to 2,581 from 2,4585 in Q1 2021 – Enterprise customer count8 of 408, up from 3955 in Q1 2021 • Average enterprise customer spend9 of approximately $702,000, essentially flat from $705,0005 in Q1 2021 • Enterprise customers8 generated 89% of our trailing twelve-month total revenue, in both Q15 and Q2 2021

Top-line growth of 14% year-over-year with revenue of $85 million, net of a $1.2 million deferred revenue write-down related to purchase accounting adjustments from the Signal Sciences acquisition GAAP gross margin of 52.6%, down from 60.2% in Q2 2020; non-GAAP gross margin2 of 57.6%, which excludes stock-based compensation and amortization of acquired intangible assets, down from 61.7% in Q2 2020 GAAP operating loss of $57 million, compared to GAAP operating loss of $14 million for Q2 2020; non-GAAP operating loss2 of $18 million, which excludes stock-based compensation, amortization of acquired intangible assets and acquisition-related costs, compared to non-GAAP operating income2 of $2 million for Q2 2020 GAAP basic and diluted net loss per share of $0.51, compared to GAAP basic and diluted net loss per share of $0.14 for Q2 2020; non-GAAP basic and diluted net loss per share2 of $0.15, compared to non-GAAP basic and diluted net income per share2 of $0.02 for Q2 2020 Capital expenditures3 of $5 million, or 5% of revenue

Passt schon die Reaktion. Tech in Kombination mit schwachen Zahlen immer eine explosive Kombination, da kanns mal gut knallen.

OK war ein schlechter Trade. fastly kriegt es nicht gebacken. schade .

Hät ich nicht erwartet, aber die schwache guidance rechtfertigt den kurzfristigen kursrückgang. Sind ja bald wieder auf IPO 🤮

Hatte irgendwie heute ein Gefühl, dass es bei schlechten Zahlen unter 30 gehen könnte.

Sind genau die 20% die die guidance für q3 zurückhängt 😏

-20% ist aber schon hart dafür

$FSLY Q2 EPS ($0.15) vs est. ($0.17) Revenue $85mn vs est. $85.73mn GUIDANCE: Q3 2021 EPS ($0.21)-($0.18) vs est. ($0.09) Q3 2021 revenue $82-85mn vs est. $98.02mn FY2021 EPS ($0.65)-($0.57) vs est. ($0.43) FY2021 revenue $340-350mn vs est. $382.34mn Ausblick ist natürlich entsprechend der Aussage des CEO sehr enttäuschend. Daher auch die Reaktion.

Hört sich nicht gut an. No bueno

In our second quarter, we made great strides with key components of our strategy, with important additions to our Compute@Edge and security offerings. Additionally, we made significant operational changes that better position us to manage through challenges and drive long-term growth,” said Joshua Bixby, CEO of Fastly. “During the second quarter, we also managed through a significant outage that impacted our Q2 results and will have an impact on our Q3 and full year outlook. We have a couple of customers, one of them being a top 10 customer, that have yet to return their traffic to the platform. We also had several customers delay the launch of certain projects, which delayed the timing of traffic coming onto our platform.”

$FSLY Fastly Q2 Adj. EPS $(0.15) Beats $(0.17) Estimate, Sales $85.03M Miss $85.73M Estimate

Übel

Und abwärts gehts