美东时间10时12分——尽管Fastly公司交出了亮眼的季度财报并发布了2026年业绩指引，但D.A. Davidson分析师鲁迪·凯辛格和安德烈斯·米兰达·洛佩兹指出，这家企业增长的可持续性仍需时间验证。本季度业绩增长主要集中在前十大客户群体，分析师坦言"这在一定程度上削弱了我们的乐观情绪"。更值得关注的是，虽然Fastly安全业务同比增长32%且较第三季度加速增长，但分析师补充说明："第三季度与顶级客户达成的大额订单显著抬高了该项数据"。受强劲第四季度业绩推动，Fastly股价当日暴涨60%。
道琼斯通讯社 2026年2月12日10时12分（格林威治时间15时12分） 版权所有（c）2026 道琼斯公司
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