{"filings":[{"id":93353,"accession_number":"0001517413-26-000129","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Fastly Q1 revenue $173M (+20% YoY); raises FY2026 guidance; RPO $369M (+63%)","event_type":"earnings","confidence":"high","bullets":["Record Q1 revenue $173M (+20% YoY); GAAP gross margin 62.5% (record), non-GAAP 65.1%.","GAAP net loss per share $0.13; non-GAAP net income per share $0.13 diluted, $0.15 basic.","RPO $369M (+63% YoY); LTM NRR 113% (up from 110%); large customer count 634.","Security revenue $38.8M (+47% YoY) now 22% of total revenue; operating cash flow $28.9M.","Raised FY2026 guidance: revenue $710-725M, non-GAAP EPS $0.27-0.33; Q2 revenue $170-176M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":173021000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104896,"accession_number":"0001517413-26-000089","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Fastly dismisses Deloitte, appoints KPMG as new auditor for FY2026","event_type":"other_material","confidence":"high","bullets":["Auditor change effective March 4, 2026; KPMG has not yet accepted engagement.","Deloitte's FY2024 and FY2025 reports were unqualified; no disagreements existed.","Only reportable event was a material weakness in internal controls for FY2024, since remediated.","Deloitte confirmed agreement with disclosures in letter to SEC dated March 5, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104895,"accession_number":"0001517413-26-000026","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Fastly Q4 2025 revenue $172.6M (+23% YoY); non-GAAP EPS $0.13; FY26 guide $700-720M","event_type":"earnings","confidence":"high","bullets":["Record Q4 revenue $172.6M (+23% YoY); full year 2025 revenue $624.0M.","GAAP gross margin 61.4% (record); non-GAAP gross margin 64.0%.","Non-GAAP operating income $21.2M (vs loss $2.8M YoY); non-GAAP EPS $0.13.","RPO $353.8M (+55% YoY); LTM NRR 110% (up from 106% in Q3).","Q1'26 revenue guide $168-174M; FY'26 revenue $700-720M; non-GAAP OI $50-60M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":624018000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121157,"accession_number":"0001517413-25-000350","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["1.01","8.01","2.03","3.02"],"status":"ready","headline":"Fastly closes $20M add-on convertible note offering; enters additional capped call transactions","event_type":"debt","confidence":"high","bullets":["Initial purchasers exercised option for additional $20.0M of 0% Convertible Senior Notes due 2030; closed Dec 17, 2025.","Net proceeds of ~$19.4M; used ~$2.0M for Additional Capped Call Transactions.","Capped call cover shares underlying Option Notes; cap price initially $23.04/share (100% premium over Dec 4 close).","Up to 15,624,990 shares of Class A common stock issuable upon conversion based on initial rate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121156,"accession_number":"0001517413-25-000343","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Fastly issues $160M 0% convertible notes due 2030; repurchases $150M of 2026 notes","event_type":"debt","confidence":"high","bullets":["Priced $160M upsized offering of 0% convertible senior notes due 2030; initial conversion price ~$15.26 (32.5% premium over $11.52 close).","Net proceeds ~$153.8M; used $16.1M for capped call transactions (cap price $23.04) and ~$148.9M to repurchase $150M of 2026 notes.","Capped calls cover ~10.5M shares (initial conversion rate 65.5136 per $1,000) to reduce potential dilution on conversion.","Initial purchasers granted 13-day option to buy up to additional $20M aggregate principal of notes.","Refinancing extends maturity from 2026 to 2030; 2026 notes repurchased at ~$0.993 on the dollar."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121155,"accession_number":"0001517413-25-000331","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2025-11-26T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"Fastly voluntarily transfers NYSE listing to Nasdaq; trading starts Dec 9 under FSLY","event_type":"other_material","confidence":"high","bullets":["Fastly to delist from NYSE effective close of trading Dec. 8, 2025.","Common stock will begin trading on Nasdaq Global Select Market Dec. 9, 2025.","Ticker symbol remains 'FSLY'; Nasdaq has approved the listing.","CEO Kip Compton cites the transfer as part of the company's transformation strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121154,"accession_number":"0001517413-25-000293","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q3 2025: record $158.2M revenue, non-GAAP EPS $0.07, FCF $18.1M positive","event_type":"earnings","confidence":"high","bullets":["Revenue $158.2M, up 15% YoY, above guidance high-end; GAAP net loss $0.20/share vs $0.27 loss YoY.","Non-GAAP operating income $11.6M (vs $0.8M in Q3 2024); non-GAAP diluted EPS $0.07 (vs $0.03).","Security revenue $34M (+30% YoY), 21% of total; NRR improved to 106% from 104%.","Record cash ops $28.9M; FCF $18.1M positive vs ($7.1M) in Q3 2024.","Q4 rev guide $159-163M; FY25 rev guide $610-614M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":451406000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137799,"accession_number":"0001517413-25-000215","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Fastly Q2 revenue $148.7M beats guidance; raises FY2025 outlook, appoints new CFO","event_type":"earnings","confidence":"high","bullets":["Record Q2 revenue $148.7M (+12% YoY), exceeding guidance; GAAP EPS loss $0.26.","Raises FY2025 revenue guidance to $594-602M; expects positive free cash flow for the year.","Non-GAAP operating loss improved to $4.6M from $11.5M YoY; generated $10.9M positive free cash flow vs -$18.5M.","Appoints Richard Wong as CFO effective Aug 11; Ron Kisling in advisory role through Sep 15. Scott Lovett promoted to President, Go to Market.","RPO up 41% to $315M; security revenue grew 15% YoY to 20% of total revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":293183000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155188,"accession_number":"0001517413-25-000178","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Fastly appoints CPO Kip Compton as CEO; Todd Nightingale steps down June 16","event_type":"leadership","confidence":"high","bullets":["CEO Todd Nightingale resigns effective June 16, 2025, to pursue external opportunity; serves as advisor through June 30.","Kip Compton, former Chief Product Officer (since Jan 2024), appointed CEO and Class I director effective June 16.","Compton receives $500K base salary, $5M equity award (min $9/share, 50% RSUs, 35% financial-metric PSUs, 15% TSR PSUs), and $500K target bonus.","Fastly reaffirms Q2 and full-year 2025 financial guidance issued May 7, 2025.","Nightingale's departure not due to any disagreement with company's operations, policies, or practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155187,"accession_number":"0001517413-25-000160","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Fastly stockholders elect three directors, ratify auditor, approve executive compensation at 2025 annual meeting","event_type":"other_material","confidence":"high","bullets":["Director Artur Bergman re-elected with 72.3M votes for, 6.0M withheld, 30.3M broker non-votes.","Paula Loop and Christopher B. Paisley also elected with 56.4M and 55.0M votes for, respectively.","Ratification of Deloitte & Touche LLP as auditor passed with 100.0M for, 7.9M against, 0.7M abstain.","Advisory vote on NEO compensation approved: 46.7M for, 31.4M against, 0.2M abstain, 30.3M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}