Company: FSLY
Filing Date: 2025-11-07
Form Type: 10-Q
Source: 0001517413-25-000299
Chunk: 356

Company: Fastly, Inc.
Filing Date: 2025-11-07
Form: 10-Q
Item: Part I, Item 8
Chunk 356
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 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% of revenue, for the nine months ended September 30, 2025, compared to $300.9 million, or 75% of revenue, for the nine months ended September 30, 2024. This represents an increase of $36.6 million, or 12%. International revenue was $113.9 million, or 25% of revenue, for the nine months ended September 30, 2025, compared to $102.2 million, or 25%, of revenue for the nine months ended September 30, 2024. This represents an increase of $11.7 million, or 11%. 

Cost of Revenue

Three months ended September 30,Nine months ended September 30,20252024% Change20252024% Change(in thousands)(in thousands)Cost of revenue$65,894 $62,466 5 %$201,163 $182,222 10 %

Cost of revenue was $65.9 million for the three months ended September 30, 2025 compared to $62.5 million for the three months ended September 30, 2024, an increase of $3.4 million, or 5%. The increase was primarily due to a $2.0 million increase in depreciation and amortization as a result of increased investments in our platform, a $1.4 million increase in colocation costs, a $1.0 million increase in software costs, as well as a $0.