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Side-by-side financial comparison of Fastly, Inc. (FSLY) and GoPro, Inc. (GPRO). Click either name above to swap in a different company.
GoPro, Inc. is the larger business by last-quarter revenue ($201.7M vs $172.6M, roughly 1.2× Fastly, Inc.). On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 0.4%). GoPro, Inc. produced more free cash flow last quarter ($15.0M vs $12.2M). Over the past eight quarters, GoPro, Inc.'s revenue compounded faster (13.9% CAGR vs 13.7%).
Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
GoPro, Inc. is an American technology company founded in 2002 by Nick Woodman. It manufactures action cameras and develops its own mobile apps and video-editing software. Founded as Woodman Labs, Inc, the company is based in San Mateo, California.
FSLY vs GPRO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $201.7M |
| Net Profit | $-15.5M | — |
| Gross Margin | 61.4% | 31.8% |
| Operating Margin | -8.7% | -4.1% |
| Net Margin | -9.0% | — |
| Revenue YoY | 22.8% | 0.4% |
| Net Profit YoY | 52.9% | — |
| EPS (diluted) | $-0.10 | $-0.06 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $172.6M | $201.7M | ||
| Q3 25 | $158.2M | $162.9M | ||
| Q2 25 | $148.7M | $152.6M | ||
| Q1 25 | $144.5M | $134.3M | ||
| Q4 24 | $140.6M | $200.9M | ||
| Q3 24 | $137.2M | $258.9M | ||
| Q2 24 | $132.4M | $186.2M | ||
| Q1 24 | $133.5M | $155.5M |
| Q4 25 | $-15.5M | — | ||
| Q3 25 | $-29.5M | $-21.3M | ||
| Q2 25 | $-37.5M | $-16.4M | ||
| Q1 25 | $-39.1M | $-46.7M | ||
| Q4 24 | $-32.9M | — | ||
| Q3 24 | $-38.0M | $-8.2M | ||
| Q2 24 | $-43.7M | $-47.8M | ||
| Q1 24 | $-43.4M | $-339.1M |
| Q4 25 | 61.4% | 31.8% | ||
| Q3 25 | 58.4% | 35.1% | ||
| Q2 25 | 54.5% | 35.8% | ||
| Q1 25 | 53.2% | 32.1% | ||
| Q4 24 | 53.4% | 34.7% | ||
| Q3 24 | 54.5% | 35.5% | ||
| Q2 24 | 55.1% | 30.5% | ||
| Q1 24 | 54.8% | 34.1% |
| Q4 25 | -8.7% | -4.1% | ||
| Q3 25 | -18.2% | -9.8% | ||
| Q2 25 | -24.8% | -9.2% | ||
| Q1 25 | -26.4% | -33.7% | ||
| Q4 24 | -24.4% | -19.5% | ||
| Q3 24 | -29.6% | -3.1% | ||
| Q2 24 | -35.3% | -25.0% | ||
| Q1 24 | -34.6% | -26.6% |
| Q4 25 | -9.0% | — | ||
| Q3 25 | -18.6% | -13.0% | ||
| Q2 25 | -25.2% | -10.8% | ||
| Q1 25 | -27.1% | -34.8% | ||
| Q4 24 | -23.4% | — | ||
| Q3 24 | -27.7% | -3.2% | ||
| Q2 24 | -33.0% | -25.7% | ||
| Q1 24 | -32.5% | -218.1% |
| Q4 25 | $-0.10 | $-0.06 | ||
| Q3 25 | $-0.20 | $-0.13 | ||
| Q2 25 | $-0.26 | $-0.10 | ||
| Q1 25 | $-0.27 | $-0.30 | ||
| Q4 24 | $-0.23 | $-0.22 | ||
| Q3 24 | $-0.27 | $-0.05 | ||
| Q2 24 | $-0.32 | $-0.31 | ||
| Q1 24 | $-0.32 | $-2.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $361.8M | $49.7M |
| Total DebtLower is stronger | — | $44.3M |
| Stockholders' EquityBook value | $929.6M | $76.5M |
| Total Assets | $1.5B | $428.0M |
| Debt / EquityLower = less leverage | — | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $49.7M | ||
| Q3 25 | $342.9M | $152.8M | ||
| Q2 25 | $321.2M | $58.6M | ||
| Q1 25 | $307.3M | $69.6M | ||
| Q4 24 | $295.9M | $102.8M | ||
| Q3 24 | $308.2M | $130.2M | ||
| Q2 24 | $311.8M | $133.0M | ||
| Q1 24 | $329.5M | $133.7M |
| Q4 25 | — | $44.3M | ||
| Q3 25 | — | $43.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $93.1M | ||
| Q2 24 | — | $92.9M | ||
| Q1 24 | — | $92.7M |
| Q4 25 | $929.6M | $76.5M | ||
| Q3 25 | $937.0M | $80.5M | ||
| Q2 25 | $942.6M | $97.9M | ||
| Q1 25 | $957.0M | $110.0M | ||
| Q4 24 | $965.3M | $151.7M | ||
| Q3 24 | $969.5M | $183.9M | ||
| Q2 24 | $981.2M | $184.7M | ||
| Q1 24 | $991.8M | $224.9M |
| Q4 25 | $1.5B | $428.0M | ||
| Q3 25 | $1.5B | $538.6M | ||
| Q2 25 | $1.5B | $439.0M | ||
| Q1 25 | $1.4B | $462.5M | ||
| Q4 24 | $1.5B | $543.7M | ||
| Q3 24 | $1.5B | $661.6M | ||
| Q2 24 | $1.5B | $556.8M | ||
| Q1 24 | $1.5B | $575.8M |
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.50× | ||
| Q1 24 | — | 0.41× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $22.4M | $15.6M |
| Free Cash FlowOCF − Capex | $12.2M | $15.0M |
| FCF MarginFCF / Revenue | 7.1% | 7.4% |
| Capex IntensityCapex / Revenue | 5.9% | 0.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $-24.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $15.6M | ||
| Q3 25 | $28.9M | $12.2M | ||
| Q2 25 | $25.8M | $8.8M | ||
| Q1 25 | $17.3M | $-57.2M | ||
| Q4 24 | $5.2M | $-25.1M | ||
| Q3 24 | $5.0M | $-2.2M | ||
| Q2 24 | $-4.9M | $605.0K | ||
| Q1 24 | $11.1M | $-98.4M |
| Q4 25 | $12.2M | $15.0M | ||
| Q3 25 | $22.9M | $11.2M | ||
| Q2 25 | $15.9M | $8.3M | ||
| Q1 25 | $14.7M | $-58.5M | ||
| Q4 24 | $251.0K | $-25.5M | ||
| Q3 24 | $3.0M | $-4.2M | ||
| Q2 24 | $-6.7M | $-111.0K | ||
| Q1 24 | $9.5M | $-99.4M |
| Q4 25 | 7.1% | 7.4% | ||
| Q3 25 | 14.5% | 6.9% | ||
| Q2 25 | 10.7% | 5.4% | ||
| Q1 25 | 10.2% | -43.5% | ||
| Q4 24 | 0.2% | -12.7% | ||
| Q3 24 | 2.2% | -1.6% | ||
| Q2 24 | -5.1% | -0.1% | ||
| Q1 24 | 7.1% | -63.9% |
| Q4 25 | 5.9% | 0.3% | ||
| Q3 25 | 3.8% | 0.6% | ||
| Q2 25 | 6.6% | 0.3% | ||
| Q1 25 | 1.8% | 1.0% | ||
| Q4 24 | 3.5% | 0.2% | ||
| Q3 24 | 1.5% | 0.8% | ||
| Q2 24 | 1.3% | 0.4% | ||
| Q1 24 | 1.2% | 0.6% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
GPRO
| Subscription And Services | $106.3M | 53% |
| Other | $95.4M | 47% |
