{"schema_version":"secwatch.filing_event.v1","accession":"0001517413-22-000157","form_type":"8-K","ticker":"FSLY","cik":"0001517413","company_name":"Fastly, Inc.","filed_at":"2022-11-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:50.949196+00:00","generated_at":"2026-06-22T13:37:18.237365+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Fastly Q3 record revenue $108.5M, beats guidance; GAAP net loss per share $0.52","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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001517413-22-000157","json":"https://secwatch.observer/filing/0001517413-22-000157.json","markdown":"https://secwatch.observer/filing/0001517413-22-000157.md","text":"https://secwatch.observer/filing/0001517413-22-000157.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1517413/000151741322000157/0001517413-22-000157-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1517413/000151741322000157/fsly-20221102.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T13:37:18.237365+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0f9d13b05882ca808df86999857175c475e1f12b","claim":"Fastly, Inc. reported Fourth Quarter and Full Year 2022 results: revenue $112 - $116 million and $425 - $429 million, EPS ($0.15) - ($0.11) and ($0.67) - ($0.63). Guidance initiated.","evidence_excerpt":"Fourth Quarter and Full Year 2022 Guidance: Q4 2022 Full Year 2022 Total Revenue (millions) $112 - $116 $425 - $429 Non-GAAP Operating Loss (millions) (5) ($18.0) - ($14.0) ($82) - ($78) Non-GAAP Net Loss per share (6) (7) ($0.15) - ($0.11) ($0.67) - ($0.63)","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1517413/000151741322000157/0001517413-22-000157-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fourth Quarter and Full Year 2022"},{"label":"Revenue","value":"$112 - $116 million and $425 - $429 million"},{"label":"EPS","value":"($0.15) - ($0.11) and ($0.67) - ($0.63)"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"817fddd4bb9169ff2afcea00baf2c6cedc78ae88","claim":"Fastly, Inc. reported nine months ended September 30, 2022 results: revenue $313,404, EPS $(1.19).","evidence_excerpt":"Revenue $ 108,504 $ 86,735 $ 313,404 $ 256,613 Gross Margin GAAP gross margin 48.6 % 52.4 % 47.0 % 53.6 % Non-GAAP gross margin 53.6 % 57.5 % 52.2 % 58.4 % Operating loss GAAP operating loss $ (65,765) $ (54,934) $ (197,737) $ (162,365) Non-GAAP operating loss $ (19,841) $ (12,935) $ (64,474) $ (43,400) Net loss per share GAAP net loss per common share—basic and diluted $ (0.52) $ (0.48) $ (1.19) $ (1.43) Non-GAAP net loss per common share—basic and diluted $ (0.14) $ (0.11) $ (0.52) $ (0.38)","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1517413/000151741322000157/0001517413-22-000157-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"nine months ended September 30, 2022"},{"label":"Revenue","value":"$313,404"},{"label":"EPS","value":"$(1.19)"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"add5f012bd473304633c407a1d4f667fd3725161","claim":"Fastly, Inc. reported third quarter ended September 30, 2022 results: revenue $108.5 million, net income $63.4 million, EPS $0.52.","evidence_excerpt":"Third Quarter 2022 Financial Summary • Total revenue of $108.5 million, representing 6% sequential growth and 25% year-over-year growth. • GAAP gross margin of 48.6%, compared to 52.4% in the third quarter of 2021. Non-GAAP gross margin of 53.6%, compared to 57.5% in the third quarter of 2021. • GAAP net loss of $63.4 million, compared to $56.2 million in the third quarter of 2021. Non-GAAP net loss of $16.8 million, compared to $13.2 million in the third quarter of 2021. • GAAP net loss per basic and diluted shares of $0.52 compared to $0.48 in the third quarter of 2021. Non-GAAP net loss per basic and diluted shares of $0.14, compared to $0.11 in the third quarter of 2021.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1517413/000151741322000157/0001517413-22-000157-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2022"},{"label":"Revenue","value":"$108.5 million"},{"label":"Net income","value":"$63.4 million"},{"label":"EPS","value":"$0.52"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}