{"filings":[{"id":945476,"accession_number":"0001517413-26-000193","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2026-06-09T20:08:27+00:00","items":["5.02","5.07"],"status":"ready","headline":"Fastly appoints Jeffrey Ford as principal accounting officer; CFO Wong remains CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey Ford appointed principal accounting officer effective June 3, 2026; he has served as CAO since Sept 2025.","CFO Richard Wong ceases as PAO but continues as CFO; Ford will not be an executive officer.","Annual meeting results: directors Álvarez (64,546,213 votes for), Compton (97,724,476), Daniels (93,859,972) elected.","KPMG ratified as auditor (126,612,112 for, 150,211 against) and say-on-pay approved (83,845,193 for)."],"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":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"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%)","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.55,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.35,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.85,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.85,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.7,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.15,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155186,"accession_number":"0001517413-25-000109","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q1 revenue $144.5M record; positive FCF $8.2M; raises full-year 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $144.5M (+8% YoY), above guidance; GAAP operating loss $38.2M, non-GAAP $5.8M.","GAAP EPS -$0.27, non-GAAP EPS -$0.05; positive free cash flow $8.2M vs -$2.2M a year ago.","FY25 revenue guidance raised to $585-595M; Q2 revenue guidance $143-147M.","Enterprise customer count 595; LTM net retention rate 100%; RPO $303M (+24% QoQ).","Product package deals doubled YoY; new logo packages up >80% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":144474000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173703,"accession_number":"0001517413-25-000027","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q4 2024 revenue $140.6M (record); FY2025 guidance $575-585M; refinanced debt","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $140.6M, above high-end of guidance; full-year 2024 revenue $543.7M, +7.5% YoY.","GAAP net loss per share Q4 -$0.23; non-GAAP net loss per share -$0.03 (vs $0.01 Q4 2023).","Issued $150M of 7.75% convertible notes due 2028; repurchased $158M of 0% notes at ~$0.95.","Q1 2025 guidance: revenue $136-140M, non-GAAP net loss per share -$0.09 to -$0.05.","Enterprise customers 596 (up 20 QoQ); LTM NRR fell to 102% from 105% in Q3 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":543676000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190667,"accession_number":"0001517413-24-000244","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Fastly issues $150M 7.75% convertible notes due 2028 and repurchases $157.9M of 2026 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $150.0 million principal of 7.75% convertible notes due 2028 with conversion price of $19.74 per share.","Used $150.0 million proceeds to repurchase $157.9 million principal of existing 0.00% convertible notes due 2026.","After transaction, $188.6 million of 2026 notes and $150.0 million of 2028 notes remain outstanding.","J. Wood Capital Advisors plans to buy ~1.3 million shares of FSLY common stock concurrently in private deals.","Interest on new notes is 7.75% annually, first payment due June 1, 2025."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190666,"accession_number":"0001517413-24-000214","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q3 2024 revenue $137.2M (+7% YoY); record non-GAAP income $2.4M, adj EBITDA $13.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $137.2M (+7% YoY); GAAP net loss $38.0M ($0.27 EPS); record non-GAAP net income $2.4M ($0.02 EPS).","Record adjusted EBITDA $13.3M; non-GAAP op. loss narrowed to $0.5M from $12.6M a year ago.","Revenue outside top ten customers grew 20% YoY; top ten revenue fell 11% YoY; LTM NRR 105% (down from 110% QoQ).","Enterprise customer count 576 (down 25 QoQ); total customers 3,638 (up 343 QoQ)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":403097000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207157,"accession_number":"0001517413-24-000188","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Fastly amends bylaws to adopt universal proxy rules and update stockholder meeting procedures","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board gains right to postpone, reschedule, or cancel any previously scheduled stockholder meeting.","New bylaws require compliance with SEC Rule 14a-19 for proxy solicitations supporting non-Board nominees.","Stockholders soliciting proxies must use a proxy card color other than white; white card reserved for Board's exclusive use.","Majority vote standard for non-director proposals changed to majority of votes cast (abstentions and broker non-votes have no effect).","Additional requirements and disclosures added for proposing stockholders and related solicitation persons."],"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":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207156,"accession_number":"0001517413-24-000180","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"Fastly announces restructuring, cutting 11% of workforce with $10M charge in Q3 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Headcount reduction of approximately 11% of global full-time employees.","Estimated restructuring charge of $9.5M to $10.0M in Q3 2024, primarily cash for severance.","Restructuring actions expected to be substantially complete by end of fiscal year 2024.","Plan aimed at streamlining organization and reducing expenses."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207155,"accession_number":"0001517413-24-000171","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q2 revenue $132.4M (+8% YoY); guides Q3 rev $130-134M amid demand challenges","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $0.32/share; non-GAAP net loss $0.07/share.","Revenue $132.4M, up 8% YoY; Enterprise customer count 601 (+24 QoQ).","LTM net retention rate fell to 110% from 114%; RPO $223M (-2% QoQ).","CEO cites demand challenges with largest customers; cost alignment measures underway.","Q3 revenue guidance $130-134M; non-GAAP operating loss $(12M)-$(8M); full-year rev $530-540M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":265891000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224514,"accession_number":"0001517413-24-000145","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2024-06-12T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Fastly shareholders re-elect directors, ratify auditor, and narrowly approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Directors Hornik, Meyers, and Smith re-elected with >48M votes each; 30.1M broker non-votes.","Ratification of Deloitte as independent auditor approved (103.4M for, 3.96M against).","Advisory say-on-pay passed with ~51.6% support (39.9M for, 37.4M against), indicating shareholder concern."],"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":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224513,"accession_number":"0001517413-24-000101","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q1 revenue $133.5M (+14%); non-GAAP EPS -$0.05; Q2 revenue guide $130-134M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $133.5M, up 14% YoY; GAAP net loss per share $(0.32); non-GAAP net loss per share $(0.05).","Positive operating cash flow of $11.1M; non-GAAP operating loss improved to $(9.7M) from $(14.1M) a year ago.","LTM net retention rate 114%, up from 113% in Q4 2023; enterprise customer count 577, total customers 3,290.","Q2 2024 revenue guidance $130-134M; full-year 2024 revenue guidance $555-565M; non-GAAP operating loss $(16)-$(12)M for Q2.","CEO Todd Nightingale: 'not satisfied with our revenue growth outlook'; continued investment in go-to-market to accelerate growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":133520000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243820,"accession_number":"0001517413-24-000029","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2024-02-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q4 revenue $137.8M (+15.5% YoY), non-GAAP EPS $0.01; guides FY24 rev $580-590M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $137.8M (+15.5% YoY); GAAP gross margin 55.0% vs 52.4% YoY.","Non-GAAP net income per share $0.01 in Q4 vs loss $(0.08); FY non-GAAP loss $(0.17) vs $(0.59).","FY24 guidance: revenue $580-590M, non-GAAP op loss $20-14M, non-GAAP EPS ($0.06)-$0.00.","Repurchased $130.9M principal of convertible notes for $113.6M cash (~87¢ on dollar).","Kip Compton joined as CPO; customer count grew to 3,243 (+141 QoQ); LTM NRR 113%."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":505988000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261228,"accession_number":"0001517413-23-000370","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-12-14T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Fastly repurchases $40.7M of 2026 convertible notes for $35.3M cash","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchased approximately $40.7M aggregate principal amount of 0% Convertible Senior Notes due 2026.","Aggregate cash repurchase price of roughly $35.3M; notes bought at a discount to principal.","Transaction expected to close December 18, 2023; repurchased notes to be cancelled.","Approximately $346.5M aggregate principal amount of notes will remain outstanding after cancellation."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261227,"accession_number":"0001517413-23-000357","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-11-29T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Fastly CRO Brett Shirk resigns effective Dec 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chief Revenue Officer Brett Shirk notified the company of his resignation on Nov 27, 2023.","Resignation effective Dec 1, 2023; Shirk leaving to pursue another opportunity.","No disagreement with company operations, policies, or practices according to the filing.","No successor or interim appointment announced."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261226,"accession_number":"0001517413-23-000316","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-11-09T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Fastly repurchases $50M of 0% convertible notes due 2026 for $43.3M cash","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchased approximately $50.0 million aggregate principal of its 0% Convertible Senior Notes due 2026 for an aggregate cash price of approximately $43.3 million.","Repurchases expected to close on November 14, 2023; cancelled notes will reduce outstanding principal to approximately $387.2 million.","Transaction was privately negotiated with certain holders; company intends to cancel the repurchased notes."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261225,"accession_number":"0001517413-23-000312","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Fastly repurchases ~$40.2M convertible notes at 86.6% of par, $437.2M remain","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchased $40.2M aggregate principal of 0% Convertible Senior Notes due 2026 for $34.8M cash.","Closing expected November 8, 2023; repurchased notes will be cancelled.","After cancellation, approximately $437.2M principal amount of notes remains outstanding.","Transaction reduces potential dilution from conversion of notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261224,"accession_number":"0001517413-23-000308","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Fastly modifies Artur Bergman's employment; base salary $500k, new equity grants","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Base salary set at $500,000 effective Jan 1, 2024; annual target bonus $165,000.","Granted 301,169 RSUs and option for 602,338 shares at $16.47 exercise price.","Bergman may elect to reduce salary for RSUs or private aircraft reimbursement.","Annual equity refresh eligibility beginning 2024; election between RSUs and options."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261223,"accession_number":"0001517413-23-000298","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q3 revenue $127.8M (+18% YoY); Non-GAAP EPS -$0.06; guides Q4 revenue $137-141M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $127.8M up 18% YoY; GAAP net loss $54.3M improved from $63.4M YoY.","Non-GAAP EPS -$0.06 vs -$0.14 YoY; Non-GAAP gross margin 55.9% from 53.6%.","LTM net retention rate 114% (down from 116% Q2); DBNER 120% (down from 123%).","Q4 revenue guidance $137-141M; full-year revenue guidance $505-509M.","Enterprise customer count down 4 to 547; average spend $858K up 5% QoQ."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":368211000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278481,"accession_number":"0001517413-23-000216","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q2 revenue $122.8M (+20% YoY) beats guidance; repurchases $236.4M convertible debt at 17% discount","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2 revenue $122.8M (+20% YoY, 4% sequential); GAAP EPS loss $0.08, non-GAAP EPS loss $0.04.","Non-GAAP gross margin improved to 56.6% from 50.4% YoY; operating loss narrowed to $7.8M from $26.9M.","Repurchased $236.4M convertible principal for $195.7M (17% discount), resulting in $36.8M net gain.","Enterprise customer count up 11 to 551; total customers down 28 to 3,072; DBNER increased to 123%.","Q3 2023 guidance: revenue $125-128M; full-year revenue $500-510M; non-GAAP operating loss $15-13M Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":240395000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296667,"accession_number":"0001517413-23-000167","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-06-16T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Fastly say-on-pay fails; founder stock option grant rejected by shareholders","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Advisory say-on-pay vote failed: 32.7M for, 36.5M against, 156K abstain.","Performance-based nonstatutory stock option for founder Artur Bergman rejected: 39.4% support (majority standard), 30.7% (disinterested standard).","All three director nominees elected; Aida Álvarez received 36.8M for, 32.6M withhold.","Ratification of Deloitte & Touche as auditor approved: 95.6M for, 1.2M against.","Broker non-votes of 27.5M reported on all proposals except auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.15,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296666,"accession_number":"0001517413-23-000097","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-05-10T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Fastly repurchases $236.4M of 0% convertible notes for ~$195M cash","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchased ~$236.4M principal of 0% convertible notes due 2026 for ~$195M cash.","Cash price based on May 5 closing stock price of $11.78; expected close May 15, 2023.","After cancellation, $477.4M principal of notes will remain outstanding.","Repurchase at ~82.5% of par reduces potential dilution from conversion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296665,"accession_number":"0001517413-23-000091","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly beats Q1 revenue guidance; net loss narrows to $44.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $117.6M (+15% YoY) exceeded high-end of Q1 guidance.","GAAP net loss $44.7M ($0.36/sh) vs $64.3M ($0.54/sh) YoY.","Non-GAAP net loss $10.8M ($0.09/sh) vs $18.0M ($0.15/sh) YoY.","LTM net retention rate 116% (down from 119%); DBNER 121% (down from 123%).","Q2 revenue guidance $117-120M; FY2023 revenue guidance $495-505M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":117564000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296664,"accession_number":"0001517413-23-000074","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-04-18T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Fastly grants founder Artur Bergman performance stock option for 2.3M shares tied to stock price milestones","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Nonstatutory stock option to purchase 2,296,000 shares (≈1.81% of outstanding) at $16.41 per share.","Option vests in four tranches of 574,000 shares each upon achieving stock price milestones ($17.25, $23.00, $34.50, $46.00).","Upon stockholder approval, Bergman's base salary is reduced to ~$35,965/year and he forfeits 24,143 RSUs.","Award subject to stockholder approval at the 2023 annual meeting; otherwise expires and shares are unavailable.","Performance period from Sep 1, 2022 to Sep 6, 2027; milestones based on 60-day average closing price."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317072,"accession_number":"0001517413-23-000007","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2023-02-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q4 revenue $119.3M beats guidance; FY23 revenue guidance $495-505M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 record revenue $119.3M (+22% YoY); full year $432.7M (+22% YoY). GAAP gross margin 52.4%, up 380 bps seq.","GAAP net loss $46.7M ($0.38/sh); non-GAAP net loss $9.5M ($0.08/sh), improved from $0.10 YoY.","Q1 2023 revenue guidance $114-117M; full year $495-505M. Non-GAAP op loss guide $(18)-(16)M for Q1.","LTM net retention rate 119% (up from 118% in Q3); enterprise customers 493 (up 11 qoq), avg spend $782K.","Appointed Puja Jaspal as CPO from Cisco; Glitch acquisition extended developer community to 2M developers."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":432725000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":335318,"accession_number":"0001517413-22-000157","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q3 record revenue $108.5M, beats guidance; GAAP net loss per share $0.52","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $108.5M, up 25% YoY and 6% sequentially, exceeding Q3 guidance high end.","GAAP gross margin 48.6% (down 380 bps YoY) but improved 370 bps sequentially; non-GAAP gross margin 53.6%.","GAAP net loss per share $0.52 (vs $0.48 YoY); non-GAAP net loss per share $0.14 (vs $0.11).","Net retention rate 118% (117% prior); enterprise customers 482; avg spend $759K (+4% qoq).","Q4 2022 guidance: revenue $112-116M, non-GAAP net loss per share ($0.15)-($0.11)."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":313404000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352752,"accession_number":"0001517413-22-000138","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2022-09-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Fastly appoints Todd Nightingale CEO; former CEO Bixby remains advisor through mid-2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Todd Nightingale succeeded Joshua Bixby as President, CEO, and Board member, effective Sep 1, 2022.","Bixby remains as advisor to CEO through June 1, 2023 (extendable to Sep 1, 2023), with same salary and continued equity vesting.","Separation agreement provides Bixby 18 months base salary ($756k), 0.75x FY2022 target bonus, $40k health payment, and accelerated vesting.","Severance contingent upon signing release and completing transition; forfeited if terminated for cause or resignation without good reason."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352751,"accession_number":"0001517413-22-000118","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2022-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q2 revenue $102.5M, record; raises FY22 guidance; names Todd Nightingale CEO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $102.5M, up 21% YoY, above high-end of guidance; GAAP net loss $16.4M vs $58.3M YoY.","Repurchased $235M principal of convertible debt at 25% discount for $176.4M, reducing debt to $703.4M.","Non-GAAP net loss per share $0.23, vs $0.15 YoY; GAAP gross margin 44.9% vs 52.6% YoY.","NRR LTM 117% (up from 115% Q1); DBNER 120% (up from 118%); enterprise customers 471.","CEO Todd Nightingale (from Cisco) effective Sept 1; FY22 revenue guidance raised to $415-425M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":204900000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352750,"accession_number":"0001517413-22-000115","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2022-08-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Fastly appoints Todd Nightingale as CEO, effective Sept 1, replacing Joshua Bixby","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Todd Nightingale, former Cisco EVP, appointed CEO and Class I director, effective Sept 1, 2022.","Compensation: $600K base, $30M RSUs (half time-based 4yr, half performance-based 5yr), $1M signing bonus (repayable if termination within 12 months).","Outgoing CEO Joshua Bixby remains as CEO until Sept 1, then becomes advisor; resignation not due to disagreement.","Search process culminated in Nightingale; he led Cisco's multi-billion dollar networking portfolio as EVP."],"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,"calibrated_materiality_score":0.7,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370347,"accession_number":"0001517413-22-000082","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2022-06-17T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Fastly shareholders elect three directors, ratify auditor, approve executive compensation at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors elected: Artur Bergman (35.0M for, 19.3M withheld), Paula Loop (53.9M for, 0.5M withheld), Christopher Paisley (30.9M for, 23.5M withheld).","Ratification of Deloitte & Touche as auditor for FY2022 passed: 83.3M for, 690.6K against, 126.6K abstain.","Advisory vote on exec compensation approved: 48.8M for, 5.4M against, 231.2K abstain; broker non-votes 29.7M.","All proposals recommended by board passed at annual meeting held June 15, 2022."],"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,"calibrated_materiality_score":0.15,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370346,"accession_number":"0001517413-22-000075","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2022-05-26T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Fastly repurchases $235M of 0% convertible notes due 2026 for ~$176M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchasing ~$235M principal amount of 0% Convertible Senior Notes due 2026 for ~$176.2M in cash.","Based on May 23, 2022 closing stock price of $11.85 per share; final price subject to adjustment.","Repurchases expected to close May 31, 2022; after cancellation, ~$713.8M of Notes remain outstanding.","Company intends to cancel repurchased Notes; transaction could affect common stock price."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370345,"accession_number":"0001517413-22-000057","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2022-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q1 revenue $102.4M record beats guidance; CEO search initiated","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $102.4M, up 21% YoY, 5% QoQ; GAAP net loss $64.3M ($0.54/share), non-GAAP net loss $18.0M ($0.15/share).","Board starts search for new CEO; Joshua Bixby to step down once successor appointed.","Q2 revenue guidance $99M-$102M (midpoint down QoQ); FY2022 revenue guidance $405M-$415M.","GAAP gross margin 47.3% vs 55.8% YoY; NRR LTM 115% (down from 118% Q4 2021).","Enterprise customers 457; average enterprise spend $722K (+3% QoQ); total customers 2,880."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":102382000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370344,"accession_number":"0001517413-22-000056","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2022-05-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Fastly CEO Joshua Bixby to resign once successor is appointed; board initiates search","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Joshua Bixby to step down as CEO and board member after successor named; departure not due to any disagreement.","Fastly board has formed a search committee to identify next CEO; no interim CEO appointed.","Under Bixby, revenue grew at 33% CAGR 2019-2021; enterprise customers grew 24% CAGR.","Network expanded from 26 countries/55 markets in Q1 2020 to 34 countries/75 markets in Q1 2022.","Bixby led acquisition of Signal Sciences, launch of Next-Gen WAF; recruited CFO, CRO, CMO, CPO."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":370343,"accession_number":"0001517413-22-000046","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2022-04-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Fastly's Chief Legal and Trust Officer Paul Luongo resigns effective May 16, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Paul Luongo, Chief Legal and Trust Officer, notified Fastly of his resignation on April 11, 2022.","He will continue in his role until May 16, 2022, to pursue another opportunity.","No successor has been named as of the filing date."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":389440,"accession_number":"0001517413-22-000018","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2022-02-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q4 revenue $97.7M beats guidance midpoint by 7%; NRR rises to 118%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $97.7M, up 18% YoY and 13% sequentially; full-year revenue $354.3M, up 22% YoY.","GAAP gross margin declined to 50.9% in Q4 from 59.2% YoY; non-GAAP gross margin 55.8% vs 63.7%.","GAAP net loss per share $0.49 in Q4 (vs $0.40 prior year); non-GAAP loss per share $0.10 (vs $0.09).","Dollar-Based Net Expansion Rate improved to 121% in Q4; annual revenue retention 99.2%, with 445 enterprise customers.","Launched Next-Gen WAF, Origin Inspector, and Compute@Edge support for multiple languages."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":354330000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":407383,"accession_number":"0001517413-21-000184","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q3 revenue $87M (+23% YoY); net loss per share $0.48","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $87M, up 23% YoY; GAAP net loss per share $0.48 vs $0.22 YoY; non-GAAP loss $0.11 vs $0.04.","GAAP gross margin 52.4% (down from 58.5% YoY); non-GAAP gross margin 57.5% (down from 59.8%).","Enterprise customers 430 (up from 408 in Q2); total customers 2,748 (up from 2,581).","Net Retention Rate 112% (vs 93% in Q2); LTM NRR 114%; DBNER 118%.","CEO notes top customers returning after Q2 outage; targets $1B revenue by 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":256613000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":407382,"accession_number":"0001517413-21-000183","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Fastly appoints Richard Daniels and Vanessa Smith to board; directors Dhaliwal and Wright resign","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sunil Dhaliwal and Kelly Wright resigned from board, not due to any disagreement.","Richard Daniels (ex-CIO, Kaiser Permanente) and Vanessa Smith (SVP, ServiceNow) elected directors effective Nov 1, 2021.","Board amended Non-Employee Director Compensation Policy: annual RSUs now vest quarterly over one year.","New directors receive $30k cash retainer, $400k RSU grant vesting one year; Daniels on Audit, Smith on Nominating/Governance."],"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":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":426400,"accession_number":"0001517413-21-000149","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2021-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Fastly Q2 revenue $85M (+14% YoY); GAAP net loss $0.51/sh; outage hit results","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $85.0M (+14% YoY), net of $1.2M deferred revenue write-down from Signal Sciences acquisition.","GAAP gross margin 52.6% vs 60.2% YoY; non-GAAP gross margin 57.6% vs 61.7% YoY.","GAAP operating loss $57.0M (vs $14.2M loss YoY); non-GAAP operating loss $18.0M (vs $2.3M income YoY).","DBNER 126% (Q1: 141%); NRR 93% (Q1: 110%); enterprise customer count 408 (Q1: 395).","CEO cited a significant outage affecting Q2 results and Q3/full-year outlook; top-10 customer has not returned traffic."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":169878000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":426399,"accession_number":"0001517413-21-000128","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2021-07-13T23:59:59+00:00","items":["3.03","5.03","8.01","9.01"],"status":"ready","headline":"Fastly converts all Class B common stock to Class A, eliminating dual-class voting structure","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All outstanding Class B shares (10 votes each) automatically converted to Class A shares (1 vote each) on July 12, 2021.","Authorized capital reduced from 1,104,129,050 to 1,014,191,275 shares; Class B shares retired and no further issuance.","Conversion triggered by Class B shares falling below 10% of total outstanding Class A and Class B shares.","Economic interests unchanged; total issued and outstanding shares unchanged (one-for-one conversion).","Class A common stock continues to trade as 'FSLY' with same CUSIP; shareholder rights modified."],"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,"calibrated_materiality_score":0.7,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":426398,"accession_number":"0001517413-21-000127","cik":1517413,"company_name":"Fastly, Inc.","ticker":"FSLY","form_type":"8-K","filed_at":"2021-07-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Fastly appoints Equinix CEO Charles Meyers and PwC veteran Paula Loop to board; director pay raised","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Charles Meyers (Equinix CEO) and Paula Loop (ex-PwC governance leader) elected as independent directors effective July 8, 2021.","Board expands to nine members; Meyers on Compensation Committee, Loop on Audit and Nominating/Governance Committees.","Initial RSU grant for non-employee directors increased from $175,000 to $400,000; annual RSU from $175,000 to $200,000.","Each new director receives $30,000 annual cash retainer plus committee retainers ($7,500 Meyers, $13,750 Loop quarterly)."],"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":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2654240072.8157425,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}