Company: FSLY
Filing Date: 2025-11-07
Form Type: 10-Q
Source: 0001517413-25-000299
Chunk: 293

Company: Fastly, Inc.
Filing Date: 2025-11-07
Form: 10-Q
Item: Part I, Item 1
Chunk 293
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0 million for the three months ended September 30, 2025, compared to $26.2 million for the three months ended September 30, 2024, an increase of $7.8 million, or 30%. The increase in Security revenue was primarily driven by an increase in Next-Gen WAF revenue. Other revenue was $5.4 million for the three months ended September 30, 2025, compared to $3.6 million for the three months ended September 30, 2024, an increase of $1.8 million, or 51%. The increase in Other revenue was primarily driven by further adoption of our Compute solutions.

Network Services revenue was $346.9 million for the nine months ended September 30, 2025, compared to $317.6 million for the nine months ended September 30, 2024, an increase of $29.3 million, or 9%. The increase in Network Services revenue was primarily driven by growth in usage from existing customers. Security revenue was $89.7 million for the nine months ended September 30, 2025, compared to $76.2 million for the nine months ended September 30, 2024, an increase of $13.5 million, or 18%. The increase in Security revenue was primarily driven by an increase in Next-Gen WAF revenue. Other revenue was $14.8 million for the nine months ended September 30, 2025, compared to $9.4 million for the nine months ended September 30, 2024, an increase of $5.4 million, or 58%. The increase in Other revenue was primarily driven by further adoption of our Compute solutions.

U.S. revenue was $114.2 million, or 72% of revenue, for the three months ended September 30, 2025, compared to $104.5 million, or 76% of revenue, for the three months ended September 30, 2024. This represents an increase of $9.7 million, or 9%. International revenue was $44.1 million, or 28% of revenue, for the three months ended September 30, 2025, compared to $32.8 million, or 24%, of revenue for the three months ended September 30, 2024. This represents an increase of $11.3 million, or 35%. 

U.S. revenue was $337.5 million, or 75