Thread by @plantmath1

$FSLY
Revenue up 35% YoY to $85M
NonGaap GM of 60.1%, loss $13M
DBNER 139%
Enterprise customers 336, up from 324 in Q4 2020
Average enterprise customer spend $800,000, up from $782,000 in Q4 2020

$FSLY Signal Sciences
Total customer count of 293, up from 280 at the end of Q4 202
Enterprise customer count of 86, up from 78 at the end of Q4 2020
Approximately 25% overlap with existing Fastly enterprise customers

$FSLY Letter highlights a Compute@Edge customer that worked with Google and Roku to dispute connected TV botnets.

Our customers have communicated to us that a key difference of the Fastly platform is our position and technology to support privacy. We view privacy, which is core to who we are, as inseparable from security

This quarter, we made significant progress on the integration of Signal Sciences, and are seeing significant cross-sell and joint-selling opportunities as demonstrated by key new and existing customer wins across multiple verticals.

We’ve also leveraged Compute@Edge in our own product development. For example, last week we announced a new product called Nearline Cache, a storage solution for customers with large content libraries, like gaming, software, and streaming media companies.

.. significant enhancements to our edge computing platform, with several critical features that enhance the developer experience. Most notably, we released Log Tailing, which enables real-time debugging without having to rely upon and pay for a third-party log management tool..

We are also expanding our supported languages to include Javascript, which has the potential to dramatically increase our addressable customer base.

Highlighted the gaming use case.

Other important highlights:

Highlighted international wins:

Total capacity up to 130 Tb/sec.