- Q2 2024 Fastly Inc Earnings Call TranscriptAug 07, 2024$6.97 (-1.35%)Earnings
- Q1 2024 Fastly Inc Earnings Call TranscriptMay 01, 2024$12.99 (+1.47%)Earnings
- Q4 2023 Fastly Inc Earnings Call TranscriptFeb 14, 2024$23.24 (+0.35%)Earnings
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- Q3 2023 Fastly Inc Earnings Call TranscriptNov 01, 2023$14.23 (-3.46%)Earnings
- Fastly Inc at KeyBanc Technology Leadership Forum TranscriptAug 07, 2023
- Q2 2023 Fastly Inc Earnings Call TranscriptAug 02, 2023$16.57 (-9.21%)Earnings
- Fastly Inc Investor Day TranscriptJun 22, 2023
- Fastly Inc at Bank of America Global Technology Conference TranscriptJun 08, 2023
- Q1 2023 Fastly Inc Earnings Call TranscriptMay 03, 2023$13.53 (-5.15%)Earnings
- Fastly Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 08, 2023
- Q4 2022 Fastly Inc Earnings Call TranscriptFeb 15, 2023$14.18 (+9.36%)Earnings
- Fastly Inc at Credit Suisse Technology Conference TranscriptNov 29, 2022
- Q3 2022 Fastly Inc Earnings Call TranscriptNov 02, 2022$8.26 (-5.95%)Earnings
- Q2 2022 Fastly Inc Earnings Call TranscriptAug 03, 2022$13.11 (+4.06%)Earnings
- Q1 2022 Fastly Inc Earnings Call TranscriptMay 04, 2022$15.6 (-7.59%)Earnings
- Fastly Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) TranscriptMar 07, 2022
- Q4 2021 Fastly Inc Earnings Call TranscriptFeb 16, 2022$28.09 (-4.26%)Earnings
- Fastly Inc at Raymond James Technology Investors Conference (Virtual) TranscriptDec 06, 2021
- Fastly Inc at RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference (Virtual) TranscriptNov 17, 2021
- Fastly Inc at Needham Security, Networking, & Communications Conference (Virtual) TranscriptNov 16, 2021
- Q3 2021 Fastly Inc Earnings Call TranscriptNov 03, 2021$52.85 (+8.08%)Earnings
- Fastly Inc at Oppenheimer Technology, Internet & Communications Conference (Virtual) TranscriptAug 10, 2021
- Q2 2021 Fastly Inc Earnings Call TranscriptAug 04, 2021$44.64 (-2.26%)Earnings
- Fastly Inc at Needham Technology & Media Conference (Virtual) TranscriptMay 17, 2021
- Q1 2021 Fastly Inc Earnings Call TranscriptMay 05, 2021$59.12 (+2.24%)Earnings
- Fastly Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 01, 2021
- Q4 2020 Fastly Inc Earnings Call TranscriptFeb 17, 2021$94.38 (-4.31%)Earnings
- Fastly Inc at Wells Fargo TMT Conference (Virtual) TranscriptDec 01, 2020
- Fastly Inc at Credit Suisse Technology Conference (Virtual) TranscriptNov 30, 2020
- Fastly Inc at Needham Virtual Security, Networking & Communications Conference TranscriptNov 17, 2020
- Q3 2020 Fastly Inc Earnings Call TranscriptOct 28, 2020$71.75 (-2.91%)Earnings
- Fastly Inc to Acquire Signal Sciences Corporation- M&A Call TranscriptAug 27, 2020
- Fastly Inc at KeyBanc Capital Markets Future of Technology Series (Virtual) TranscriptAug 12, 2020
- Fastly Inc at Oppenheimer Technology, Internet & Communications Conference (Virtual) TranscriptAug 11, 2020
- Q2 2020 Fastly Inc Earnings Call TranscriptAug 05, 2020Earnings
- Fastly Inc Annual Shareholders Meeting TranscriptJun 09, 2020
- Fastly Inc at Robert W Baird Global Consumer, Technology & Services Conference (Virtual) TranscriptJun 04, 2020
- Fastly Inc at Bank of America Merrill Lynch Global Technology Conference (Virtual) TranscriptJun 02, 2020
- Q1 2020 Fastly Inc Earnings Call TranscriptMay 06, 2020Earnings
- Q4 2019 Fastly Inc Earnings Call TranscriptFeb 20, 2020Earnings
- Fastly Inc at Credit Suisse Technology, Media & Telecom Conference TranscriptDec 04, 2019
- Q3 2019 Fastly Inc Earnings Call TranscriptNov 07, 2019Earnings
- Q2 2019 Fastly Inc Earnings Call TranscriptAug 08, 2019Earnings
Fastly Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
All right. Good afternoon, everyone. TMT, Day 3, the afternoon session. Super pleased to have the management team for Fastly, Todd Nightingale, CEO; and Ron Kisling, Chief Financial Officer. Thank you both for joining us at the conference.
I think just to read some disclosures, so basically www.morganstanley.com/researchdisclosures to get the disclosures. And with that, let's kick off the conversation.
Questions & Answers
Todd, I wanted to start with just a little bit about yourself, you're roughly 6-plus months into the role. What attracted you to the Fastly opportunity? And then as you took on the role, what was your sort of assessment of the state of the business? What are the things that you thought like things are being executed very well on. And what are some of the things that you wanted to drive further improvement?
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