Fastly’s Participation in Morgan Stanley Technology, Media & Telecom Conference Call
Company Participants
Fastly, Inc. (NYSE: FSLY ) was represented in the Morgan Stanley Technology, Media & Telecom Conference Call on March 4, 2025, by two key executives:
- Ronald Kisling – Chief Financial Officer
- Kip Compton – Chief Product Officer
Conference Call Transcript
During the Q&A session of the conference call, Fastly’s executives answered several questions from unidentified analysts:
Question-and-Answer Session
Q: Unidentified Analyst:
Let me just go through some disclosures for important disclosures. Please see the Morgan Stanley research disclosures website for more information.
A: Ronald Kisling:
Absolutely, we’ll be happy to provide the necessary disclosures. We’ll begin by stating that our comments today will contain forward-looking statements, which are subject to risks and uncertainties that could cause actual results to differ materially from those projected. You can find more information about these risks in our most recent filings with the Securities and Exchange Commission.
Q: Unidentified Analyst:
Can you update us on your recent financial performance and any notable trends you’ve observed?
A: Kip Compton:
Sure! I’m glad you asked. Our Q4 revenue grew by 35% year-over-year, and our total revenue for the full year 2024 was $1.2 billion, up from $800 million in 2023. We’ve seen continued growth in our customer base, with over 1,500 new customers joining us in the last year alone. Additionally, we’ve seen a significant increase in demand for our edge cloud platform, which has led to an expansion of our global network.
Q: Unidentified Analyst:
What are your plans for new product offerings and partnerships in the near future?
A: Ronald Kisling:
We’re excited about several new product offerings and partnerships that we’ll be announcing soon. First, we’re planning to release a new feature that will allow our customers to cache and serve dynamic content at the edge, which will help improve website performance and reduce latency. We’re also in discussions with several large technology companies about potential partnerships that could help us expand our reach and offer even more value to our customers.
Impact on Individuals
Fastly’s strong financial performance and innovative product offerings are great news for individuals who rely on fast, reliable internet access. With the increasing demand for edge cloud services, Fastly’s expansion of its global network will help ensure that websites and applications load quickly, even for users located in remote or underserved areas. Additionally, the new feature that allows caching and serving of dynamic content at the edge will benefit individuals by providing them with a faster and more seamless browsing experience.
Impact on the World
Fastly’s continued growth and innovation in the edge cloud market will have a significant impact on the world. By improving website performance and reducing latency, Fastly’s services will help businesses increase their online presence and reach a larger audience. Additionally, the expansion of Fastly’s global network will help bridge the digital divide and provide internet access to areas that were previously underserved. Overall, Fastly’s advancements in edge cloud technology will help make the internet a more accessible and efficient resource for people around the world.
Conclusion
Fastly, Inc.’s participation in the Morgan Stanley Technology, Media & Telecom Conference Call provided valuable insights into the company’s recent financial performance and future plans. With strong revenue growth and innovative product offerings, Fastly is well-positioned to expand its reach and offer even more value to its customers. The impact of Fastly’s advancements in edge cloud technology will be felt not only by individuals, but also by businesses and the world as a whole. As Fastly continues to innovate and grow, it will help ensure that the internet remains a fast, reliable, and accessible resource for all.
