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Fastly, Inc. (FSLY) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Fastly, Inc. (FSLY) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Fastly, Inc. (FSLY) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
FSLY
seekingalpha.comMarch 4, 2025

Fastly, Inc. (NYSE:FSLY ) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2025 7:50 PM ET Company Participants Ronald Kisling - Chief Financial Officer Kip Compton - Chief Product Officer Conference Call Participants Question-and-Answer Session Q - Unidentified Analyst Let me just go through some disclosures for important disclosures. Please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures.

Fastly Research Reveals 93% of Organizations Working to Reduce CISO Liability Risk
Fastly Research Reveals 93% of Organizations Working to Reduce CISO Liability Risk
Fastly Research Reveals 93% of Organizations Working to Reduce CISO Liability Risk
FSLY
businesswire.comMarch 4, 2025

SAN FRANCISCO--(BUSINESS WIRE)-- #CISO--Following a year that thrust Chief Information Security Officer (CISO) accountability into the spotlight, research from Fastly, Inc. (NYSE: FSLY), a leading global edge cloud platform provider, reveals that 93% of organizations made policy changes over the preceding 12 months to address concerns about increased personal liability for CISOs. This includes two in five organizations (41%) increasing CISO participation in strategic decisions at the board level. In la.

Fastly to Present at Upcoming Investor Conference
Fastly to Present at Upcoming Investor Conference
Fastly to Present at Upcoming Investor Conference
FSLY
businesswire.comFebruary 19, 2025

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NYSE: FSLY), a leader in global edge cloud platforms, today announced that Ron Kisling, CFO, will be participating in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 4, 2025 at 4:50 p.m. PT. A webcast of this presentation will be available on Fastly's Investor Relations website at https://investors.fastly.com. About Fastly, Inc. Fastly's powerful and programmable edge cloud platform helps th.

Fastly: Customer Churn Remains A Major Risk
Fastly: Customer Churn Remains A Major Risk
Fastly: Customer Churn Remains A Major Risk
FSLY
seekingalpha.comFebruary 14, 2025

Fastly slid ~20% after reporting abysmal Q4 results, with revenue barely growing and profitability declining. Declining net revenue retention rates and customer churn are critical issues, undermining Fastly's "land and expand" business model. Despite secular tailwinds in internet usage, Fastly's sales missteps are causing customers to shift traffic away.

Why Fastly Stock Is Plummeting Today
Why Fastly Stock Is Plummeting Today
Why Fastly Stock Is Plummeting Today
FSLY
Motley FoolFebruary 13, 2025

Fastly (NYSE: FSLY) shares are dropping quickly during Thursday's trading session. The company released its fourth-quarter results yesterday, showing sales that exceeded market predictions, but its earnings did not meet Wall Street's expectations.

Why Fastly Stock Is Plummeting Today
Why Fastly Stock Is Plummeting Today
Why Fastly Stock Is Plummeting Today
FSLY
fool.comFebruary 13, 2025

Fastly (FSLY -21.40%) stock is sinking rapidly in Thursday's trading. The edge-computing specialist's share price was down 22.1% as of noon ET despite the S&P 500 index being up 0.5% and the Nasdaq Composite being up 0.8% at the same time.

Fastly Stock Rises 30% in 3 Months: Is This Ideal Time to Buy?
Fastly Stock Rises 30% in 3 Months: Is This Ideal Time to Buy?
Fastly Stock Rises 30% in 3 Months: Is This Ideal Time to Buy?
FSLY
zacks.comJanuary 15, 2025

FSLY drives growth through product innovation, customer network expansion, partnerships and robust demand for its cloud platform.

The Zacks Analyst Blog Highlights UiPath, Five9, Innodata, Fastly and Jabil
The Zacks Analyst Blog Highlights UiPath, Five9, Innodata, Fastly and Jabil
The Zacks Analyst Blog Highlights UiPath, Five9, Innodata, Fastly and Jabil
FSLY
ZacksJanuary 15, 2025

This Analyst Blog features UiPath, Five9, Innodata, Fastly, and Jabil.

Buy 5 Little-Known Tech Stocks Focusing on AI, Data Center, IoT and 5G
Buy 5 Little-Known Tech Stocks Focusing on AI, Data Center, IoT and 5G
Buy 5 Little-Known Tech Stocks Focusing on AI, Data Center, IoT and 5G
FSLY
ZacksJanuary 14, 2025

There are five lesser-known stocks that show great potential for earnings and revenue growth in 2025. These stocks are PATH, FIVN, INOD, FSLY, and JBL.

Fastly: The Tide Is Turning (Rating Upgrade)
Fastly: The Tide Is Turning (Rating Upgrade)
Fastly: The Tide Is Turning (Rating Upgrade)
FSLY
seekingalpha.comJanuary 8, 2025

Fastly's profitability struggles in FY 2024 have led to a 40% price drop in the last year. Despite a recent price correction, FSLY is seeing favorable operating expense and gross margin trends. The Company could be set to achieve a milestone in FY 2025, which is free cash flow profitability.