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Side-by-side financial comparison of Fastly, Inc. (FSLY) and OneStream, Inc. (OS). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($172.6M vs $163.7M, roughly 1.1× OneStream, Inc.). OneStream, Inc. runs the higher net margin — 0.6% vs -9.0%, a 9.6% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs 22.8%). OneStream, Inc. produced more free cash flow last quarter ($25.6M vs $12.2M). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% 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.
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
FSLY vs OS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $163.7M |
| Net Profit | $-15.5M | $999.0K |
| Gross Margin | 61.4% | 69.8% |
| Operating Margin | -8.7% | -3.2% |
| Net Margin | -9.0% | 0.6% |
| Revenue YoY | 22.8% | 23.6% |
| Net Profit YoY | 52.9% | — |
| EPS (diluted) | $-0.10 | — |
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 | $163.7M | ||
| Q3 25 | $158.2M | $154.3M | ||
| Q2 25 | $148.7M | $147.6M | ||
| Q1 25 | $144.5M | $136.3M | ||
| Q4 24 | $140.6M | $132.5M | ||
| Q3 24 | $137.2M | $129.1M | ||
| Q2 24 | $132.4M | $117.5M | ||
| Q1 24 | $133.5M | $110.3M |
| Q4 25 | $-15.5M | $999.0K | ||
| Q3 25 | $-29.5M | $-8.8M | ||
| Q2 25 | $-37.5M | $-18.4M | ||
| Q1 25 | $-39.1M | $-24.0M | ||
| Q4 24 | $-32.9M | — | ||
| Q3 24 | $-38.0M | $-171.9M | ||
| Q2 24 | $-43.7M | $-7.8M | ||
| Q1 24 | $-43.4M | $-5.0M |
| Q4 25 | 61.4% | 69.8% | ||
| Q3 25 | 58.4% | 68.1% | ||
| Q2 25 | 54.5% | 68.6% | ||
| Q1 25 | 53.2% | 68.0% | ||
| Q4 24 | 53.4% | 66.8% | ||
| Q3 24 | 54.5% | 50.1% | ||
| Q2 24 | 55.1% | 68.5% | ||
| Q1 24 | 54.8% | 69.1% |
| Q4 25 | -8.7% | -3.2% | ||
| Q3 25 | -18.2% | -11.3% | ||
| Q2 25 | -24.8% | -21.8% | ||
| Q1 25 | -26.4% | -29.3% | ||
| Q4 24 | -24.4% | -35.8% | ||
| Q3 24 | -29.6% | -197.6% | ||
| Q2 24 | -35.3% | -9.8% | ||
| Q1 24 | -34.6% | -4.9% |
| Q4 25 | -9.0% | 0.6% | ||
| Q3 25 | -18.6% | -5.7% | ||
| Q2 25 | -25.2% | -12.5% | ||
| Q1 25 | -27.1% | -17.6% | ||
| Q4 24 | -23.4% | — | ||
| Q3 24 | -27.7% | -133.1% | ||
| Q2 24 | -33.0% | -6.7% | ||
| Q1 24 | -32.5% | -4.5% |
| Q4 25 | $-0.10 | — | ||
| Q3 25 | $-0.20 | — | ||
| Q2 25 | $-0.26 | — | ||
| Q1 25 | $-0.27 | — | ||
| Q4 24 | $-0.23 | — | ||
| Q3 24 | $-0.27 | $-1.06 | ||
| Q2 24 | $-0.32 | — | ||
| Q1 24 | $-0.32 | — |
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 | $693.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $929.6M | $504.7M |
| Total Assets | $1.5B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $693.6M | ||
| Q3 25 | $342.9M | $653.9M | ||
| Q2 25 | $321.2M | $652.1M | ||
| Q1 25 | $307.3M | $593.9M | ||
| Q4 24 | $295.9M | $544.2M | ||
| Q3 24 | $308.2M | $495.5M | ||
| Q2 24 | $311.8M | $140.5M | ||
| Q1 24 | $329.5M | — |
| Q4 25 | $929.6M | $504.7M | ||
| Q3 25 | $937.0M | $472.1M | ||
| Q2 25 | $942.6M | $458.2M | ||
| Q1 25 | $957.0M | $412.9M | ||
| Q4 24 | $965.3M | $386.2M | ||
| Q3 24 | $969.5M | $458.2M | ||
| Q2 24 | $981.2M | $97.5M | ||
| Q1 24 | $991.8M | $102.5M |
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.5B | $949.4M | ||
| Q2 25 | $1.5B | $910.5M | ||
| Q1 25 | $1.4B | $867.3M | ||
| Q4 24 | $1.5B | $823.2M | ||
| Q3 24 | $1.5B | $750.1M | ||
| Q2 24 | $1.5B | $379.7M | ||
| Q1 24 | $1.5B | — |
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 | $25.8M |
| Free Cash FlowOCF − Capex | $12.2M | $25.6M |
| FCF MarginFCF / Revenue | 7.1% | 15.7% |
| Capex IntensityCapex / Revenue | 5.9% | 0.1% |
| Cash ConversionOCF / Net Profit | — | 25.79× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $95.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $25.8M | ||
| Q3 25 | $28.9M | $5.0M | ||
| Q2 25 | $25.8M | $29.7M | ||
| Q1 25 | $17.3M | $36.2M | ||
| Q4 24 | $5.2M | — | ||
| Q3 24 | $5.0M | $2.4M | ||
| Q2 24 | $-4.9M | $8.1M | ||
| Q1 24 | $11.1M | $25.5M |
| Q4 25 | $12.2M | $25.6M | ||
| Q3 25 | $22.9M | $4.8M | ||
| Q2 25 | $15.9M | $29.4M | ||
| Q1 25 | $14.7M | $35.8M | ||
| Q4 24 | $251.0K | — | ||
| Q3 24 | $3.0M | $1.3M | ||
| Q2 24 | $-6.7M | $7.7M | ||
| Q1 24 | $9.5M | $24.9M |
| Q4 25 | 7.1% | 15.7% | ||
| Q3 25 | 14.5% | 3.1% | ||
| Q2 25 | 10.7% | 19.9% | ||
| Q1 25 | 10.2% | 26.3% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 2.2% | 1.0% | ||
| Q2 24 | -5.1% | 6.6% | ||
| Q1 24 | 7.1% | 22.5% |
| Q4 25 | 5.9% | 0.1% | ||
| Q3 25 | 3.8% | 0.1% | ||
| Q2 25 | 6.6% | 0.2% | ||
| Q1 25 | 1.8% | 0.3% | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 1.5% | 0.8% | ||
| Q2 24 | 1.3% | 0.3% | ||
| Q1 24 | 1.2% | 0.6% |
| Q4 25 | — | 25.79× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
