Fastly, Inc. (NYSE:FSLY) Q3 2023 Earnings Conference Call November 1, 2023 4:30 PM ET

Company Participants

Vernon Essi - IR

Todd Nightingale - CEO

Ron Kisling - CFO

Conference Call Participants

Frank Louthan - Raymond James

Jonathan Ho - William Blair

James Fish - Piper Sandler

Richard Poland - RBC Capital Markets

Will Power - Baird

Tim Horan - Oppenheimer

Rudy Kessinger - D.A. Davidson

Fatima Boolani - Citi

Tom Blakey - KeyBanc Capital Markets

Madeline Brooks - Bank of America

Operator

Ladies and gentlemen, good afternoon. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Fastly Third 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’d now like to turn the conference over to Vernon Essi, Investor Relations at Fastly. Please go ahead.

Vernon Essi

Thank you, and welcome, everyone, to our third quarter 2023 earnings conference call. We have Fastly’s CEO, Todd Nightingale; and CFO, Ron Kisling, with us today. The webcast of this call can be accessed through our website, fastly.com and 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 8-K 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 most recent Form 10-K and Form 10-Q filed with the SEC and our third quarter 2023 earnings release and supplement for a discussion of factors that could cause our results to differ. Please refer in particular to the sections 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.