vs
Side-by-side financial comparison of Fastly, Inc. (FSLY) and Lovesac Co (LOVE). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($173.0M vs $150.2M, roughly 1.2× Lovesac Co). Lovesac Co runs the higher net margin — -7.0% vs -11.9%, a 4.8% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs 0.2%). Fastly, Inc. produced more free cash flow last quarter ($4.1M vs $-10.2M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (14.3% CAGR vs -22.6%).
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.
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
FSLY vs LOVE — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $173.0M | $150.2M |
| Net Profit | $-20.5M | $-10.6M |
| Gross Margin | 62.5% | 56.1% |
| Operating Margin | 23.7% | -10.5% |
| Net Margin | -11.9% | -7.0% |
| Revenue YoY | 19.8% | 0.2% |
| Net Profit YoY | 47.6% | -114.0% |
| EPS (diluted) | $-0.13 | $-0.72 |
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.
| Q1 26 | $173.0M | — | ||
| Q4 25 | $172.6M | $150.2M | ||
| Q3 25 | $158.2M | $160.5M | ||
| Q2 25 | $148.7M | $138.4M | ||
| Q1 25 | $144.5M | $241.5M | ||
| Q4 24 | $140.6M | $149.9M | ||
| Q3 24 | $137.2M | $156.6M | ||
| Q2 24 | $132.4M | $132.6M |
| Q1 26 | $-20.5M | — | ||
| Q4 25 | $-15.5M | $-10.6M | ||
| Q3 25 | $-29.5M | $-6.7M | ||
| Q2 25 | $-37.5M | $-10.8M | ||
| Q1 25 | $-39.1M | $35.3M | ||
| Q4 24 | $-32.9M | $-4.9M | ||
| Q3 24 | $-38.0M | $-5.9M | ||
| Q2 24 | $-43.7M | $-13.0M |
| Q1 26 | 62.5% | — | ||
| Q4 25 | 61.4% | 56.1% | ||
| Q3 25 | 58.4% | 56.4% | ||
| Q2 25 | 54.5% | 53.7% | ||
| Q1 25 | 53.2% | 60.4% | ||
| Q4 24 | 53.4% | 58.5% | ||
| Q3 24 | 54.5% | 59.0% | ||
| Q2 24 | 55.1% | 54.3% |
| Q1 26 | 23.7% | — | ||
| Q4 25 | -8.7% | -10.5% | ||
| Q3 25 | -18.2% | -5.5% | ||
| Q2 25 | -24.8% | -10.8% | ||
| Q1 25 | -26.4% | 19.7% | ||
| Q4 24 | -24.4% | -5.2% | ||
| Q3 24 | -29.6% | -5.3% | ||
| Q2 24 | -35.3% | -13.5% |
| Q1 26 | -11.9% | — | ||
| Q4 25 | -9.0% | -7.0% | ||
| Q3 25 | -18.6% | -4.1% | ||
| Q2 25 | -25.2% | -7.8% | ||
| Q1 25 | -27.1% | 14.6% | ||
| Q4 24 | -23.4% | -3.3% | ||
| Q3 24 | -27.7% | -3.7% | ||
| Q2 24 | -33.0% | -9.8% |
| Q1 26 | $-0.13 | — | ||
| Q4 25 | $-0.10 | $-0.72 | ||
| Q3 25 | $-0.20 | $-0.45 | ||
| Q2 25 | $-0.26 | $-0.73 | ||
| Q1 25 | $-0.27 | $2.22 | ||
| Q4 24 | $-0.23 | $-0.32 | ||
| Q3 24 | $-0.27 | $-0.38 | ||
| Q2 24 | $-0.32 | $-0.83 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $146.7M | $23.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $977.1M | $189.3M |
| Total Assets | $1.5B | $495.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $146.7M | — | ||
| Q4 25 | $361.8M | $23.7M | ||
| Q3 25 | $342.9M | $34.2M | ||
| Q2 25 | $321.2M | $26.9M | ||
| Q1 25 | $307.3M | $83.7M | ||
| Q4 24 | $295.9M | $61.7M | ||
| Q3 24 | $308.2M | $72.1M | ||
| Q2 24 | $311.8M | $72.4M |
| Q1 26 | $977.1M | — | ||
| Q4 25 | $929.6M | $189.3M | ||
| Q3 25 | $937.0M | $197.5M | ||
| Q2 25 | $942.6M | $201.2M | ||
| Q1 25 | $957.0M | $216.4M | ||
| Q4 24 | $965.3M | $196.5M | ||
| Q3 24 | $969.5M | $202.1M | ||
| Q2 24 | $981.2M | $205.3M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $495.5M | ||
| Q3 25 | $1.5B | $493.7M | ||
| Q2 25 | $1.5B | $483.7M | ||
| Q1 25 | $1.4B | $532.3M | ||
| Q4 24 | $1.5B | $499.7M | ||
| Q3 24 | $1.5B | $481.1M | ||
| Q2 24 | $1.5B | $477.2M |
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 | $28.9M | $-4.9M |
| Free Cash FlowOCF − Capex | $4.1M | $-10.2M |
| FCF MarginFCF / Revenue | 2.4% | -6.8% |
| Capex IntensityCapex / Revenue | 14.3% | 3.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $55.2M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $28.9M | — | ||
| Q4 25 | $22.4M | $-4.9M | ||
| Q3 25 | $28.9M | $12.2M | ||
| Q2 25 | $25.8M | $-41.4M | ||
| Q1 25 | $17.3M | $44.0M | ||
| Q4 24 | $5.2M | $-4.2M | ||
| Q3 24 | $5.0M | $6.2M | ||
| Q2 24 | $-4.9M | $-7.0M |
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | $-10.2M | ||
| Q3 25 | $22.9M | $7.8M | ||
| Q2 25 | $15.9M | $-50.0M | ||
| Q1 25 | $14.7M | $38.7M | ||
| Q4 24 | $251.0K | $-6.6M | ||
| Q3 24 | $3.0M | $119.0K | ||
| Q2 24 | $-6.7M | $-14.3M |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | -6.8% | ||
| Q3 25 | 14.5% | 4.9% | ||
| Q2 25 | 10.7% | -36.1% | ||
| Q1 25 | 10.2% | 16.0% | ||
| Q4 24 | 0.2% | -4.4% | ||
| Q3 24 | 2.2% | 0.1% | ||
| Q2 24 | -5.1% | -10.8% |
| Q1 26 | 14.3% | — | ||
| Q4 25 | 5.9% | 3.5% | ||
| Q3 25 | 3.8% | 2.7% | ||
| Q2 25 | 6.6% | 6.2% | ||
| Q1 25 | 1.8% | 2.2% | ||
| Q4 24 | 3.5% | 1.6% | ||
| Q3 24 | 1.5% | 3.9% | ||
| Q2 24 | 1.3% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FSLY
| Network Services | $126.2M | 73% |
| Security | $38.8M | 22% |
| Other | $8.0M | 5% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
