Fastly Investor Day Presentation Deck
June 2023, 90 slides
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welcome | Fastly
| Fastly
agenda | Fastly
open | Fastly
making the a better place where all experiences are fast safe and engaging | Fastly
long term goal | Fastly
| Fastly
edge cloud positioning | Fastly
global network | Fastly
lightning fast time to first paint | Fastly
daily daily daily daily mar mar mar mar mar mar platform efficiency | Fastly
edge cloud solution | Fastly
our opportunity is big and growing | Fastly
competitive landscape content delivery | Fastly
a | Fastly
transformation principles | Fastly
functional groups drive productivity | Fastly
is the premiere edge cloud investment | Fastly
making the a better place where all experiences are fast safe and engaging | Fastly
differentiated architecture | Fastly
building for the future | Fastly
as of may as of march as of proprietary driving every layer the stack | Fastly
| Fastly
refocus on what makes unique | Fastly
server server signal sciences revenue per | Fastly
a | Fastly
making the a better place where all experiences are fast safe and engaging | Fastly
durable innovation engine | Fastly
product and services group | Fastly
developers of modern digital experiences face today edge security engaging | Fastly
our platform is where fast safe and engaging fast safe engaging | Fastly
platform and product portfolio | Fastly
product strategy | Fastly
key solutions use cases network services mobile performance dire | Fastly
tolu gay tam | Fastly
key solutions use cases security | Fastly
key solutions use cases compute for | Fastly
key solutions use cases observability yor nei | Fastly
on edge cloud platform images model hosting tooling | Fastly
strengthening and expanding our platform | Fastly
making it easier to buy and sell | Fastly
making it easier for developers to build | Fastly
durable innovation engine | Fastly
engineering underpins a complete platform | Fastly
environment innovation | Fastly
platform unification drives leverage | Fastly
innovation acceleration | Fastly
bot mel tan | Fastly
investor day you | Fastly
a | Fastly
go to market | Fastly
go to market function | Fastly
segmentation and coverage | Fastly
keys to success | Fastly
may partner results | Fastly
addressing key business issues across verticals an | Fastly
building pipeline at | Fastly
putting it all together | Fastly
go to market | Fastly
drive customer satisfaction grow wallet share | Fastly
land and expand motion | Fastly
account management | Fastly
edge development web protection analyst recognition | Fastly
results | Fastly
scaling operations | Fastly
the network is at scale | Fastly
transit cost row transit cost transit backbone as the network grows key metrics continue to improve | Fastly
the biggest lever is innovation | Fastly
one cloud defined | Fastly
scale drives data drives optimization | Fastly
engineering the business | Fastly
simplify everything | Fastly
financial overview | Fastly
drivers to our financial model leverage scale rigor | Fastly
growth cohort cohort cohort cohort cohort cohort customer by vintage | Fastly
enterprise customer count revenue growth yoy consistent expansion | Fastly
revenue cost of revenue gross profit incremental yoy margin on a course correction accelerating | Fastly
operating expense rigor increased efficiency by in months | Fastly
operating margin on path to profitability totaled of improvements in months | Fastly
adjusted cash generation on an upswing rigor and improved margins driving to | Fastly
cash flow from operations cash repayments of lease other free cash flow in rigor and improved margins driving to | Fastly
incremental gross margin incremental operating margin gross margin operating margin gross margin operating margin a model and targets | Fastly
closing comments a | Fastly
investor day you | Fastly
appendix | Fastly
key metrics definitions | Fastly
to non reconciliations | Fastly
adjusted | Fastly
free cash flow | Fastly
investor day you | Fastly
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