Fastly, Inc. (FSLY) Q3 2024 Earnings Call Transcript Summary
Fastly, Inc. (FSLY) Q3 2024 Earnings Call Transcript Summary
Net profit was reported at $2.4 million with a positive adjusted EBITDA of $13.3 million, both marking record levels.The following is a summary of the Fastly, Inc. (FSLY) Q3 2024 Earnings Call Transcript:
以下是Fastly, Inc. (FSLY) 2024年第三季度業績會的簡報：
Financial Performance:
財務表現：
Fastly reported Q3 revenue of $137.2 million, which exceeded the high end of guidance.
Operating loss reduced to $520,000, a significant improvement and the best result in over 4 years.
Net profit was reported at $2.4 million with a positive adjusted EBITDA of $13.3 million, both marking record levels.
Fastly報告了13720萬美元的第三季度營業收入，超過了指導範圍的最高水平。
運營虧損減少至52萬美元，這是四年多來的重大改善和最好的結果。
淨利潤爲240萬美元，調整後的EBITDA爲1330萬美元，均創下記錄水平。
Business Progress:
業務進展：
Revenue diversification is evident with revenue outside the Top 10 customers growing 20% year-over-year.
Launched significant security product enhancements including bot mitigation and adaptive DDoS protection.
Transition to a more focused investment in product, customer success, and go-to-market strategies is underway.
收入多元化明顯，Top 10位客戶之外的收入同比增長20%。
推出了重要的安防產品增強措施，包括機器人應對和自適應DDoS防護。
正在進行向產品、客戶成功和市場推廣策略更集中的投資轉型。
Opportunities:
機會：
New security offerings such as bot mitigation and adaptive DDoS protection are enhancing customer acquisition and cross-sell opportunities.
Self-service sales initiatives and new package offerings are driving customer growth.
The AI accelerator tool expected to be released by year-end promises further product innovation.
新的安全提供如機器人應對和自適應DDoS保護正在增強客戶獲取和交叉銷售機會。
自助銷售倡議和新套餐優惠正在推動客戶增長。
預計年底推出的AI加速器工具將進一步推動產品創新。
Risks:
風險：
Ongoing revenue declines from largest customers and expected headwinds impacting long-term net retention rates.
Q4 expects no typical sequential revenue lift due to the dynamics in largest accounts, suggesting a cautious approach in the near term.
來自最大客戶的持續營收下降和預期的面臨長時間保留率下行的不利因素正在影響。
由於最大客戶帳戶的動態特點，預計第四季度不會出現典型的連續營收增長，這表明在短期內採取謹慎的態度。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
