Observed Signal · Nov 4, 2026 · earnings · Source: SEC API · Impact: 3.8/5
10-Q Financial Filing Analysis for Fastly (2026-11-04)
Fastly, Inc. reported its third-quarter financial results for the period ended September 30, 2026, demonstrating strong top-line momentum and significant margin expansion. Revenue reached $190.19 million, up 20% year-over-year, driven by expanding adoption and platform utilization across its large enterprise customer cohort. Gross margin improved notably to 63%, supported by ongoing operational efficiencies and an extension of server useful lives from five to six years implemented earlier in 2026. Operating loss narrowed sharply to $11.27 million from $28.79 million in Q3 2025, and net loss contracted to $11.26 million, supported by steady enterprise retention evidenced by an LTM Net Retention Rate of 118.9%. Fastly closed the quarter with $365.22 million in cash, cash equivalents, and marketable securities, while maintaining an RPO of $333.5 million.
The filing reflects accelerating operating leverage and structural gross margin improvement in Fastly's edge cloud model, underpinned by robust enterprise expansion and rising network utilization from automated and AI-driven workloads.
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Key Takeaways & Evidence Grounding
- Q3 2026 revenue increased 20% year-over-year to $190.19 million, with gross margin expanding by 500 basis points to 63%.
- Operating loss decreased substantially to $11.27 million compared to $28.79 million in Q3 2025, while net loss narrowed to $11.26 million ($0.07 per share).
- Customer metrics remained solid with 634 large customers generating 95% of annualized revenue, an LTM NRR of 118.9%, and total cash and marketable securities of $365.22 million.
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10-Q Financial Filing Analysis for Fastly (2026-08-05)
Fastly, Inc. reported its Q2 2026 financial results, generating $183.3 million in revenue, a 23% increase year-over-year from $148.7 million in Q2 2025. Top-line expansion was led by a 43% surge in Security revenue—driven by strong Next-Gen WAF adoption—and a 17% rise in Network Services. Gross margin expanded sharply to 63% from 55% due to operational efficiencies and disciplined cost management. Net loss narrowed considerably to $15.6 million compared to $37.5 million in the prior-year period. Profitability improvements were bolstered by a change in estimated server useful life from five to six years (saving $2.9 million in quarterly depreciation) and a $4.3 million UK tax statute lapse benefit. Additionally, Fastly fully repaid its maturing 2026 Convertible Notes during the first half of the year.
10-Q Financial Filing Analysis for Amplitude (2026-11-05)
Amplitude, Inc. reported its third-quarter financial results for the period ended September 30, 2026, delivering consolidated revenue of $110.6M, a 25% increase year-over-year from $88.6M. Growth was driven by enterprise expansion and the asset acquisition of Statsig, with annual recurring revenue (ARR) climbing 24% YoY to $431M and customers generating over $100k in ARR increasing 31% to 855. Gross margin contracted to 67% (down from 74% in Q3 2025), primarily due to higher third-party cloud hosting and AI inference costs. GAAP operating loss narrowed slightly to $(24.6)M compared to $(25.7)M in the prior-year period, while net loss came in at $(24.5)M. Non-GAAP income from operations rose to $5.7M, and free cash flow improved to $5.8M. Operating cash flow remained positive at $21.1M for the first nine months. The company continued its capital return strategy, repurchasing $89.5M of common stock year-to-date under its expanded $150M repurchase program, while aggressively incorporating AI agents into its digital analytics platform.
Fluent Announces Third Quarter 2026 Financial Results; Commerce Media Solutions Revenue Doubles and Annual Run Rate Now Exceeds $145 Million
Fluent, Inc. (NASDAQ: FLNT) reported Q3 2026 revenue of $53.6 million, up 14% year-over-year, with Commerce Media Solutions revenue growing 100% to $37.5 million, now representing 70% of consolidated revenue. The company's Commerce Media Solutions annual revenue run rate exceeds $145 million with a gross margin of 30%. Net loss improved 59% to $3.1 million, and adjusted EBITDA reached breakeven, compared to a loss of $3.4 million in Q3 2025. The company expects double-digit revenue growth on aggregate continuing businesses and improved adjusted EBITDA for the full year 2026.
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