Fastly Inc. reported record financial results for the third quarter of 2025, with total revenue reaching $159.0 million to $163.0 million for the fourth quarter guidance and $610.0 million to $614.0 million for full year 2025 guidance.

Fastly shares soared 15% in after hours trading.

Non-GAAP operating income is projected at $8.0 million to $12.0 million for the fourth quarter and $9.0 million to $13.0 million for the full year. Non-GAAP net income per share is expected to be $0.04 to $0.08 for the fourth quarter and $0.03 to $0.07 for the full year. Security revenue grew 30% year-over-year.

The enterprise customer count rose to 627, up by 51 from the previous year. Fastly's top ten customers represented 32% of revenue in the third quarter, with a 12% year-over-year increase in revenue from these customers and a 17% increase from customers outside the top ten.

The last 12-month net retention rate increased to 106%, and remaining performance obligations were $268 million, up 16% from the prior year.

Key business developments included the release of API Discovery, a new deception capability in the Next-Gen WAF, DDoS Precise Defense, the launch of the Fastly Model Context Protocol Server, a Sustainability Dashboard, and the publication of the Q2 Threat Insights Report on AI bot traffic.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Fastly Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20251105387472) on November 05, 2025, and is solely responsible for the information contained therein.