Operate an edge cloud platform for application delivery and security. Provide dynamic site acceleration and real-time logging services. Now — the numbers.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.
At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.
Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Clearly below the class average.
A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.
Clearly below the class average.
Clearly above the class average — a step short of the very top.
The stock has been running stronger than the market lately.
Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.
Business Quality: Profit power and business quality trail similar companies in the sector.
The stock trades 57% below its peak. The market has trimmed its expectations for the company.
Over the last 4 years, sales grew about 15% a year on average.
The company sells $624.0M a year; the problem isn’t sales — it’s costs running above that number.
It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.
A loss of $121.7M against $624.0M in annual sales.
Over the last 12 months, executives reported 151 sells against just 22 buys. Not an alarm bell by itself, but a number worth watching.
On our five-subject report card, FSLY sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”
The takeaway: FSLY has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.