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FSLY · Infrastructure
12 periods · 9 metrics
Exports retain full coverage for this metric group.
| Metric | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | ||||||||||||
Quarter positions follow exact adjacent start/end dates from retained SEC duration contexts. The sequence stops where a boundary is unverified; later columns are not compressed.Ambiguous or unverified dates remain blank. Policies, market snapshots and forecasts are not carried forward into other periods. LTM rows use exact trailing-twelve-month observations at the fiscal end shown. Missing values are not zero; † marks a scope limitation.
15 collected · 15 comparable numeric · 2022-12-31 to 2026-06-30
Windows end at the latest collected period, 2026-06-30. Missing periods are not filled.
Collected movements only; omitted movements remain unknown.
Opening 11,982,000 → collected movements → 14,001,000 calculated · 14,001,000 reported closing. Collected movements balance.
Uses collected movements only. Omitted movements remain unknown; a zero difference does not establish complete award coverage or net shares delivered.
2025-01-01–2025-12-31 · Difference = reported closing − opening − collected additions + collected deductions.
The roll-forward tracks restricted stock units award units. Closing awards are potential future issuance—not realized dilution or total company overhang. Vesting does not establish how many shares reached shareholders.
9,451,000 net compensation shares delivered · company-wide, all award classes.
2025-01-01–2025-12-31 · annual. Uses retained share issuance and tax-withholding evidence, not grants, vesting or weighted-average diluted shares.
+ Compensation shares issued: 388,000 · Company-wide · consolidated · vested option exercise
Published 2026-02-25
+ Compensation shares issued: 7,054,000 · Company-wide · consolidated · RSU vesting
Published 2026-02-25
+ Compensation shares issued: 951,000 · Company-wide · consolidated · bonus program
Published 2026-02-25
+ Compensation shares issued: 1,058,000 · Company-wide · consolidated · ESPP
Published 2026-02-25
Published 2026-02-25
A matching consolidated beginning common-share balance is needed to calculate the realized delivery rate. Missing share counts remain unknown.
| Award activity | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|
| Opening awards | |||
| Granted | |||
| Vested | |||
| Cancelled / forfeited | |||
| Closing awards | |||
| Grant-date fair value |
Capitalized internal-use software amortization period
3–5 yrs
Capitalized internal-use software amortization life 3–5 years. Excludes acquired technology and externally marketed software.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Insufficient collected policy history to assess changes.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Capitalized commission amortization period
5 yrs
Incremental contract acquisition commissions: five-year benefit period; ongoing revenue-based commissions earned/expensed with related revenue.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Insufficient collected policy history to assess changes.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Latest reviewed period ended 2026-06-30
| Metric | Company definition |
|---|---|
| LTM net retention rateOperating KPI | Existing-customer revenue over the latest 12 months, reflecting billing expansion less billing contraction and churn, divided by that cohort’s prior-12-month revenue; smooths usage-based volatility. Latest-quarter earnings release ↗Published 2026-08-05 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Free cash flowNon-GAAP financial measure | Operating cash flow less property and equipment purchases net of sale proceeds, finance-lease principal payments, and capitalized internal-use software. Q2 2026 earnings investor supplement ↗Published 2026-08-05 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP operating performance — investor supplementNon-GAAP financial measure | Gross profit, operating income, net income and EPS exclude, as applicable, stock compensation/payroll taxes, capitalized-stock-compensation amortization, acquired-intangible amortization, executive transition, debt-extinguishment gains, impairment, restructuring, lease-modification gains and debt discount/issuance amortization. Q2 2026 earnings investor supplement ↗Published 2026-08-05 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Adjusted EBITDANon-GAAP financial measure | Excludes stock compensation/payroll taxes, capitalized-stock-compensation amortization, lease-modification gains, depreciation/other amortization, acquired-intangible amortization, debt-extinguishment gains, impairment, executive transition, restructuring, interest income/expense including debt discount/issuance amortization, other income/expense and taxes. Q2 2026 earnings investor supplement ↗Published 2026-08-05 Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
Reviewed the latest-period filing and associated earnings release for operating definitions and the gross-profit, operating-income, net-income/EPS, EBITDA and cash-flow families. Only explicitly defined measures are included; absence does not imply a standardized definition. The investor supplement specifies a broader adjustment list than the release; its definition is identified separately.