Fastly earnings

Thanks for the info. You’re right essentially flat QoQ guidance but still ahead of Streets Q3 estimates (which, as we all know, is just a game analysts play). Being usage vs. subscription based is going to make Fastly’s QoQ revenue numbers bounce around. YoY may provide a clearer picture without the noise of quarterly fluctuations in use, especially given Fastly’s retail base. On the QoQ line, a more true measure may be QoQ Total Customer Count which grew from 1837 to 1951. I believe that would be the largest customer count growth we’ve seen since it went public. That’s been overshadowed given the TicTok revelation but still relevant. That said, I see it as a solid, not spectacular, quarter and lifting full year to $290-300M range was also a positive. Again, thanks your insights are appreciated.