Fastly Investor Day Presentation Deck
Consistent Revenue Expansion
Net Revenue Retention
Enterprise Customer Count
QoQ TTM Revenue A
LTM NRR
118%
467
$63
Q4:21
■
115%
488
$59
Q1:22
117%
499
$66
Q2:22
118%
511
$72
Q3:22
29%
YoY
119%
533
$78
Q4:22
116%
540
Enterprise Drives Revenue Growth
Consistent LTM NRR in the high-teens percent
Healthy LTM revenue expansion QoQ
Goal: Average LTM NRR of 120%
$76
Q1:23
Remaining Performance Obligation
$98
Revenue
RPO
RPO Growth YoY
$152
Q4:21
$102
$158
- QoQ TTM Revenue Delta calculates current year trailing 12-month revenue compared to prior year trailing 12-month revenue.
- See definitions provided in the Appendix.
Ⓒ2023 Fastly, Inc. | Confidential
12%
Q1:22
29% $173
$103
Q2:22
$173
17%
$109
Q3:22
$198
30%
$119
Q4:22
54%
$118
$242
Q1:23
RPO is Gaining Momentum
Gaining share in vendor consolidation
Offers visibility to revenue through 2023
▪ Will increase with simplified pricing/packaging
fastly
Investor Day | 2023View entire presentation