Fastly reported second quarter 2026 revenue of $183.3 million, up 23% year-over-year, beating analyst estimates. Non-GAAP diluted EPS came in at $0.15, also ahead of expectations. The company raised its revenue and EPS guidance for the full year 2026.

Key Highlights

  • Security revenue continued to show strong momentum, growing 43% year-over-year to $41.7 million.
  • Last 12-month net retention rate (LTM NRR) improved to 117% from 113% in the prior quarter, reaching its highest level in over three years.
  • Fastly raised its full year 2026 revenue guidance to a range of $732 million to $746 million, up from the prior range of $710 million to $720 million.