FSLY News & Analysis

AppLovin (APP) Revenue Surges 59%, Fastly (FSLY) Up 20% Q1 2026

AppLovin (APP) reported a 59% increase in revenue year over year for Q1 2026, driving strong net income margins of 65%. In contrast, Fastly (FSLY) achieved a 20% revenue growth but faced a stock sell-off after forecasting 2026 sales between $710 million and $725 million, representing a 16% increase from $624 million in 2025. Fastly recorded a net income margin of -12%, yet managed a gross margin of 62.5%. Understanding revenue trends is crucial for investors, as substantial growth like AppLovin's indicates strong market performance and potential for future value appreciation.