Want to see FSLY full AI Analyst Report?
Large Customers
Tracks the total number of customers, providing insight into market reach and growth potential as the company attracts new clients.Large Customers rose steadily from ~445 to 634, showing consistent enterprise traction and bigger multi‑year deals — corroborated by a 63% RPO jump and 75% current RPO. That lift underpins margin expansion and recurring revenue, driven by security/compute wins and multimillion‑ARR customers. Caveats: top‑10 customers still ~34% of revenue (concentration risk) and mid‑single‑digit price erosion in Network Services plus front‑loaded infrastructure CapEx and a one‑time accounting gross‑margin benefit mean revenue‑per‑customer and margins could face near‑term pressure even as customer counts grow.
Date | Large Customers |
|---|---|
Jun 30, 2026 | 624.00 |
Mar 31, 2026 | 634.00 |
Dec 31, 2025 | 628.00 |
Sep 30, 2025 | 627.00 |
Jun 30, 2025 | 622.00 |
Mar 31, 2025 | 595.00 |
Dec 31, 2024 | 596.00 |
Sep 30, 2024 | 576.00 |
Jun 30, 2024 | 601.00 |
Mar 31, 2024 | 577.00 |