Fastly Investor Day Presentation Deck

Operating Model and Targets Incremental Margin Model ~80% Incremental Gross Margin 10-15% ~25% 0-5% Ⓒ2023 Fastly, Inc. | Confidential Incr OPEX ~40% ~40% Incremental Operating Margin 3 Year Model (2026) Revenue $800-900M ~65% Gross Margin 15-20% 25-30% 10-15% OPEX ~58% ~7% Operating Margin G&A S&M R&D $1B Revenue Model 68-70% Gross Margin 15-20% 25-30% ~10% OPEX ~55% 13-15% Operating Margin fastly Investor Day | 2023

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