Fastly, Klaviyo see stocks surge after earnings results

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Earnings results helped some tech stocks, such as Fastly (FSLY [https://seekingalpha.com/symbol/FSLY]) and Klaviyo (KVYO [https://seekingalpha.com/symbol/KVYO]), soar premarket on Thursday.

FASTLY (FSLY [https://seekingalpha.com/symbol/FSLY])

Shares of Fastly (FSLY [https://seekingalpha.com/symbol/FSLY]), which provides an edge cloud platform, surged about 19% premarket on Thursday after third quarter results [https://seekingalpha.com/news/4516384-fastly-non-gaap-eps-of-0_07-beats-by-0_07-revenue-of-158_2m-beats-by-7_16m] and outlook beat estimates.

The company expects fourth quarter revenue [https://seekingalpha.com/news/4516882-fastly-jumps-on-earnings-security-revenue-up-30-yoy-q4-revenue-guided-up-15] to be between $159M and $163M (midpoint at $161M) versus the consensus estimate of $153.93M. Fastly anticipates full year 2025 revenue to be in the range of $610M to $614M (midpoint $612M) compared to the consensus estimate of $598.12M.

KLAVIYO (KVYO [https://seekingalpha.com/symbol/KVYO])

Marketing technology company Klaviyo (KVYO [https://seekingalpha.com/symbol/KVYO]), which provides automated email and messaging services, saw its stock rise about 3% after third quarter results [https://seekingalpha.com/news/4516540-klaviyo-non-gaap-eps-of-0_18-beats-by-0_04-revenue-of-310_88m-beats-by-11_04m] surpassed estimates. The company said it now serves 183,000 customers in over 100 countries (up 17% year-over-year),and added 7,000 new customers in the third quarter.

For the fourth quarter, Klaviyo increased revenue expectations to $331M to $335M (midpoint at $331M) versus the consensus estimate of $331.11M. Klaviyo raised its revenue guidance for the full year by $18M at the midpoint, to $1.215B to $1.219B; the consensus estimate is $1.20B. Klaviyo noted that AI is accelerating the business with more than 50 AI models in production.

FRESHWORKS (FRSH [https://seekingalpha.com/symbol/FRSH])

Shares of Freshworks (FRSH [https://seekingalpha.com/symbol/FRSH]), a cloud-based software-as-a-service company, jumped about 6% premarket after third quarter revenue [https://seekingalpha.com/news/4516469-freshworks-non-gaap-eps-of-0_16-beats-by-0_03-revenue-of-215_1m-beats-by-6_3m] and adjusted EPS surpassed analysts' estimates. Cash, cash equivalents, and marketable securities were $813.2M as of Sept. 30.

The company's fourth quarter and full year guidance also exceeded expectations. Freshworks expects fourth quarter revenue to be between $217M and $220M (midpoint $218.5M) compared to consensus estimate of $216.40M. The company expects full year 2025 revenue to be in the range of $833.1M to $836.1M (midpoint at $834.6M) versus consensus estimate is $825.68M.

MKS (MKSI [https://seekingalpha.com/symbol/MKSI])

MKS saw its shares jump about 7% premarket after third quarter results [https://seekingalpha.com/news/4516506-mks-instruments-non-gaap-eps-of-1_93-beats-by-0_08-revenue-of-988m-beats-by-19_94m] beat estimates. The company, which provides measuring and monitoring instruments to semiconductor and industrial companies, saw its revenue grow about 10.3% year-over-year to $988M, while non-GAAP EPS rose around 9% year-over-year to $1.93.

The company expects fourth quarter revenue to be $990M, plus or minus $40M, compared to consensus revenue estimate of $953.94M.

VEECO INSTRUMENTS (VECO [https://seekingalpha.com/symbol/VECO])

Veeco Instruments's (VECO [https://seekingalpha.com/symbol/VECO]) third quarter results [https://seekingalpha.com/news/4516562-veeco-instruments-non-gaap-eps-of-0_36-beats-by-0_08-revenue-of-165_88m-beats-by-5_39m] surpassed analysts expectations. Third quarter revenue declined 10.2% year-over-year to $165.88M, while non-GAAP EPS fell 21.7% year-over-year to $0.36. However, both top and bottom line numbers beat estimates.

For the fourth quarter, the company expects revenue in the range of $155M to $175M (midpoint at $165M) versus consensus estimates of $165.01M.

MORE ON FASTLY AND FRESHWORKS

* Veeco Instruments Inc. (VECO) Q3 2025 Earnings Call Transcript [https://seekingalpha.com/article/4838936-veeco-instruments-inc-veco-q3-2025-earnings-call-transcript]
* Veeco Instruments Inc. 2025 Q3 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4838884-veeco-instruments-inc-2025-q3-results-earnings-call-presentation]
* Freshworks Inc. 2025 Q3 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4838880-freshworks-inc-2025-q3-results-earnings-call-presentation]
* Biggest stock movers Thursday: SNAP, QCOM, and more [https://seekingalpha.com/news/4516947-biggest-stock-movers-thursday-snap-qcom-and-more]
* Fastly jumps on earnings; security revenue up 30% YoY, Q4 revenue guided up 15% [https://seekingalpha.com/news/4516882-fastly-jumps-on-earnings-security-revenue-up-30-yoy-q4-revenue-guided-up-15]