FSLY — Stock Film
STOCK FILMSCENE 1/11FSLY · $20.32
Stock Expert AI presents
FSLY
Fastly, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Fastly, Inc. A quick introduction.

On the stock market since 2019, it operates in the world of technology. It has 1,140 employees. Now — the numbers.

on the stock market since 2019
1,140 employees
$3.2B market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.2.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

WHERE DOES THE MONEY COME FROM?
77%Network Services
Network Services 77%Security 20%Other 3%
77% of all revenue comes from a single line: Network Services.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

In the vault right now:
$0
DEBT: $430.2M
At this pace, that money lasts about 3 years.

Before the clock runs out, either sales must climb sharply or new money must come in. For now, time is on the company’s side.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
39
weak

Clearly below the class average.

FINANCIAL STRENGTH
76
strong

A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.

VALUATION
42
weak

Clearly below the class average.

GROWTH
64
average

There is growth, but not at top-of-the-class tempo.

PRICE MOMENTUM
90
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Business Quality: Profit power and business quality trail similar companies in the sector.

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 3 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Fat profit per sale, but shrinking8/10
Heavy investment in the future10/10
WEAK SPOTS
Heavy bets against the stock3/10
WORTH WATCHING

Bets Against the Stock: The number of investors betting on a fall stands out.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 63% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 3 years, sales grew about 13% a year on average.

2
THE BRIGHT SIDE · 2/3
Sales are holding up

The company sells $624.0M a year; the problem isn’t sales — it’s costs running above that number.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/2
The losses continue

A loss of $121.7M against $624.0M in annual sales.

2
THE RISKS · 2/2
Executives lean toward selling

Over the last 12 months, executives reported 134 sells against just 25 buys. Not an alarm bell by itself, but a number worth watching.

FINALE · THE GRADE
F
0 / 100 · MoonshotScore

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.

Analysts’ average target sits above today’s price, yet the valuation grade (42/100) says the stock isn’t cheap.

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This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film