Fastly, Inc.FSLY

Fastly Inc. filed its latest 10-Q on 2026-05-08, covering the quarter ended 31 March 2026, and the numbers tell a story that feels a long way from the ‘edge cloud’ marketing pages. Net loss attributable to parent widened to $20.5m, while operating loss sat at $23.9m; the company burned $21m on capex and still carried just $146.7m of cash against $1.51bn of assets and $536.4m of liabilities. Diluted EPS came in at -$0.13 on 153.6m diluted shares, and cash from operations was $28.9m-positive, but not the kind of cash engine that can fund both growth bets and the ‘enterprise-grade support’ page promises.

Fastly markets an edge cloud platform aimed at developers and financial services customers who need low-latency, secure CDN services, with product pages emphasising ‘safe, fast and engaging experiences’ and ‘real-time DDoS protection’. The company pitches itself as a partner to cloud, channel and technology integrators, but the 10-Q shows a business still in the red and dependent on a shrinking cash buffer. Directors approved executive pay on an advisory vote in the latest proxy, a polite ritual rather than a signal of confidence in near-term margin recovery.

The filings also show a parade of Form 4 and Form 144 disclosures: insiders have filed sales and holdings updates across June and July, including a 2026-07-20 Form 4 and two 144 filings on 17 and 10 July, alongside earlier June filings on the 22nd and 18th. The company itself has no disclosed revenue, net income or EPS guidance in the 10-Q; the only quantitative KPI reported is the cash and cash equivalents balance and the operating cash inflow.

If you want the product angle, Fastly’s site still pushes its platform as ‘dev tools built for teams-with an edge’ and highlights SDKs, community and partner tiers. The imagery includes a Gartner Voice 2026 badge, but the filing doesn’t quantify any resulting bookings or pipeline uplift. The support plans page promises ‘priority SLA support’ and ‘24/7 incident response’, services that cost cash and are not yet reflected in the GAAP income statement as profitable offerings.

The SEC EDGAR index for CIK 1517413 (https://www.sec.gov/edgar/browse/?CIK=1517413) shows the full filing trail, while the submissions JSON (https://data.sec.gov/submissions/CIK0001517413.json) and companyfacts JSON (https://data.sec.gov/api/xbrl/companyfacts/CIK0001517413.json) give structured access to the same disclosures. There’s no new revenue disclosure, customer count or segment split in the filings; the only concrete datapoints are the 10-Q figures above and the net cash used/operating cash generated line items.

For context on the platform promise, Fastly’s product pages and solution briefs describe a secure CDN for financial services with real-time DDoS protection and compliance features, alongside developer tooling and partner programs. These pages are marketing collateral, not filings; they illustrate the pitch, not the performance. The 10-Q remains the primary evidence set for how the business is actually performing.