Fastly Inc (NYSE:FSLY)
$ 8.48 -0.14 (-1.62%) Market Cap: 1.16 Bil Enterprise Value: 1.25 Bil PE Ratio: 0 PB Ratio: 1.17 GF Score: 71/100
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Fastly Inc at KeyBanc Technology Leadership Forum Transcript

Aug 07, 2023 / 10:30PM GMT
Release Date Price: $20.74 (-1.14%)
Thomas Blakey
KeyBanc Capital Markets Inc. - Analyst

I'll start the clock. Thank you very much. My name is Tom Blakey. For those who don't know, I'm the Infrastructure Technology and Software Analyst here at KeyBanc. And I'm grateful to have the CFO here, Ron Kisling; and the Head of Investor Relations, Vern Essi.

Questions & Answers

Thomas Blakey
KeyBanc Capital Markets Inc. - Analyst

Just kicking it right off, you guys had a great quarter. Stock acted very positively to such news. It accelerated growth. Like you highlight any other features of the quarter that maybe I'm missing in addition to that accelerated growth.

Ron Kisling
Fastly, Inc. - CFO

Yeah, Q1 to Q2 typically tends to be flat. We did see a little bit of acceleration in Q2. We had one of our larger customers consolidated their CDN providers down from five to two in the first quarter. And subsequent to that, we've seen really good traffic growth from that customer. And we continue to see really good traffic growth in the commerce space

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