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home / news releases / FSLY - Fastly Inc. (FSLY) Q4 2023 Earnings Call Transcript


FSLY - Fastly Inc. (FSLY) Q4 2023 Earnings Call Transcript

2024-02-14 20:06:06 ET

Fastly, Inc. (FSLY)

Q4 2023 Earnings Conference Call

February 14, 2024, 04:30 PM ET

Company Participants

Vernon Essi - IR

Todd Nightingale - CEO

Ron Kisling - CFO

Conference Call Participants

Fatima Boolani - Citi

Madeline Brooks - Bank of America

Frank Louthan - Raymond James

Jonathan Ho - William Blair

Timothy Horan - Oppenheimer

Jeff Van Rhee - Craig-Hallum

Rudy Kissinger - D.A. Davidson

Angie Song - Morgan Stanley

Rishi Jaluria - RBC Capital Markets

Presentation

Operator

Good afternoon. My name is Krista, and I’ll be your conference operator today. At this time, I would like to welcome everyone to the Fastly Fourth Quarter 2023 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers’ remarks, there will be a question-and-answer session. [Operator Instructions]

Thank you. And I would now like to turn the conference over to Vernon Essi, Investor Relations at Fastly. Vern, please go ahead.

Vernon Essi

Thank you, and welcome everyone to our fourth quarter 2023 earnings conference call. We have Fastly CEO, Todd Nightingale and CFO Ron Kisling with us today. The webcast of this call can be accessed through our website, fasli.com. It will be archived for one year. Also, a replay will be available by dialing 800-770-2030 and referencing conference ID number 754-3239 shortly after the conclusion of today's call. A copy of today's earnings press release, related financial tables, and investor supplement, all of which are furnished in our 8K filing today, can be found in the investor relations portion of Fastly's website.

During this call, we will make forward-looking statements, including statements related to the expected performance of our business, future financial results, product sales, strategy, long-term growth, and overall future prospects. These statements are subject to known and unknown risks, uncertainties, and assumptions that could cause actual results to differ materially from those projected or implied during the call. For further information regarding risk factors for our business, please refer to our filings with the SEC, including our most recent quarterly report filed in Form 10-Q, filed with the SEC, and our fourth quarter 2023 earnings release and supplement for discussion of the factors that could cause our results to differ. Please refer, in particular, to the section entitled “Risk Factors”. We encourage you to read these documents.

Also note that the forward-looking statements on this call are based on information available to us as of today's date. We undertake no obligation to update any forward-looking statements except as required by law. Also during this call, we will discuss certain non-GAAP financial measures. Unless otherwise noted, all numbers we discuss today, other than revenue, will be on an adjusted non-GAAP basis. Reconciliations with the most directly comparable GAAP financial measures are provided in the earnings release and supplement on our investor relations website. These non-GAAP measures are not intended to be a substitute for our GAAP results. Before we begin our prepared comments, please note that we will be attending two conferences in the first quarter, the 2024 Raymond James Institutional Investor Conference in Orlando on March 4 and the Morgan Stanley Technology Media and Telecom Conference in San Francisco on March 6....

For further details see:

Fastly, Inc. (FSLY) Q4 2023 Earnings Call Transcript
Stock Information

Company Name: Fastly Inc. Class A
Stock Symbol: FSLY
Market: NYSE
Website: fastly.com

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