Rob Paluczak's questions to Fastly Inc (FSLY) leadership • Q1 2025
Question
Rob Paluczak asked if Fastly expects to be adjusted EBITDA positive for the remainder of the year and inquired about the pace of new deals and any improvements in sales cycle times.
Answer
CFO Ron Kisling confirmed the expectation for positive adjusted EBITDA for the rest of the year, with operating profit anticipated in the second half. CEO Todd Nightingale added that while buyer behavior is unchanged, improved operational rigor in the sales team has led to better pipeline conversion and predictability, resulting in efficiency gains.