analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
FSLY: 2—EGHT: 3wins
Rule of 40
18.0FSLY
10.3EGHT
check_circleFSLY leads
Revenue Growth
14.8%FSLY
2.0%EGHT
check_circleFSLY leads
Gross Margin
57%FSLY
66%EGHT
check_circleEGHT leads
FCF Margin
3.2%FSLY
8.3%EGHT
check_circleEGHT leads
Operating Margin
-20.5%FSLY
3.4%EGHT
check_circleEGHT leads
NRR
—FSLY
—EGHT
Metric
Rule of 40Efficiency score
FSLY
18.0check_circle
EGHT
10.3
Revenue GrowthYoY
FSLY
14.8%check_circle
EGHT
2.0%
Gross Margin% of revenue
FSLY
57%
EGHT
66%check_circle
FCF MarginFree cash flow
FSLY
3.2%
EGHT
8.3%check_circle
Operating MarginGAAP
FSLY
-20.5%
EGHT
3.4%check_circle
NRRNet retention
FSLY
N/A
EGHT
N/A
EV / RevenueValuation multiple
FSLY
5.6x
EGHT
0.7xcheck_circle
Market CapUSD
FSLY
$2.8Bcheck_circle
EGHT
$266.8M
ARR GrowthYoY
FSLY
N/A
EGHT
N/A
CAC PaybackMonths to recover
FSLY
N/A
EGHT
N/A
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insights
Analysis
As of Q1 2026, Fastly, Inc. trades at 5.6x EV/Revenue versus 8X8 INC /DE/ at 0.7x. On the Rule of 40, Fastly, Inc. scores 18.0 compared to 8X8 INC /DE/'s 10.3, placing Fastly, Inc. ahead in operating efficiency. Gross margins stand at Fastly, Inc. 57% vs 8X8 INC /DE/ 66%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.