{"schema_version":"secwatch.filing_event.v1","accession":"0001517413-23-000007","form_type":"8-K","ticker":"FSLY","cik":"0001517413","company_name":"Fastly, Inc.","filed_at":"2023-02-15T23:59:59+00:00","discovered_at":"2026-05-14T18:03:45.356123+00:00","generated_at":"2026-06-19T11:14:01.247657+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Fastly Q4 revenue $119.3M beats guidance; FY23 revenue guidance $495-505M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001517413-23-000007","json":"https://secwatch.observer/filing/0001517413-23-000007.json","markdown":"https://secwatch.observer/filing/0001517413-23-000007.md","text":"https://secwatch.observer/filing/0001517413-23-000007.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1517413/000151741323000007/0001517413-23-000007-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1517413/000151741323000007/fsly-20230215.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T11:14:01.247657+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":"1dc6245cfaa6423e29537dc9c3b6b8a75c496196","claim":"Fastly, Inc. reported financial results for the quarter and full year ended December 31, 2022.","evidence_excerpt":"On February 15, 2023, Fastly, Inc. (the \"Company\") announced its financial results for the quarter and full year ended December 31, 2022 by issuing a press release.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1517413/000151741323000007/0001517413-23-000007-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter and full year ended December 31, 2022"},{"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"}