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Re-reviewing $FSLY Fastly’s Q4 guidance of 81-84M. Removing SigSci’s likely 8M contrib, means 73-76M. Q419 was 59M, so they guided to 24-29% organic growth.
To organically match their last YoY of 42% in Q3, they need 92M in Q4. Tall lift, but it is holiday traffic so
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To organically match their last YoY of 42% in Q3, they need 92M in Q4. Tall lift, but it is holiday traffic so
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Easy to see in letter and CC that Tiktok’s loss left them shellshocked. (Still entirely on Akamai per what I can see.) Other existing custs can only do so much.
That great Q2 is going to pad their YoY for a few more quarters, but the cust who gave them that bump is gone.
That great Q2 is going to pad their YoY for a few more quarters, but the cust who gave them that bump is gone.
Other factors: can SigSci contrib more than the 8M expected? Did they finally backfill the bandwidth allocated to TikTok? Does Edge@Compute contribute meaningfully sooner than hinted? Guessing no on all.
So the biggest factor for now is... How much is holiday traffic going to drive up existing cust usage beyond what they expected?
