Want to see FSLY full AI Analyst Report?
Customer Count
Tracks the total number of customers, providing insight into market reach and growth potential as the company attracts new clients.Total customer headcount has been volatile—spiking then pulling back—while enterprise customers show steady, consistent growth. That divergence suggests management is winning and expanding higher‑value accounts (reflected in rising large‑customer counts, RPO and >110% NRR), allowing revenue to accelerate despite churn or pruning of smaller accounts. The strategic takeaway: durable revenue mix improvement but watch network price erosion and front‑loaded infrastructure CapEx, which could pressure margins if smaller‑account attrition or lower renewals persist.
Date | Total | Enterprise |
|---|---|---|
Jun 30, 2026 | 0.00 | |
Mar 31, 2026 | 0.00 | |
Dec 31, 2025 | 3.09K | 628.00 |
Sep 30, 2025 | 3.22K | 627.00 |
Jun 30, 2025 | 3.10K | 622.00 |
Mar 31, 2025 | 3.04K | 595.00 |
Dec 31, 2024 | 3.06K | 596.00 |
Sep 30, 2024 | 3.64K | 576.00 |
Jun 30, 2024 | 3.29K | 601.00 |
Mar 31, 2024 | 3.29K | 577.00 |