---
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"
generated_at: "2026-06-19T11:14:01.247657+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Fastly Q4 revenue $119.3M beats guidance; FY23 revenue guidance $495-505M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001517413-23-000007
- JSON: https://secwatch.observer/filing/0001517413-23-000007.json
- Plain text: https://secwatch.observer/filing/0001517413-23-000007.txt

## Key facts
- Earnings Releases
  Fastly, Inc. reported financial results for the quarter and full year ended December 31, 2022.
  - Period: the quarter and full year ended December 31, 2022
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1517413/000151741323000007/0001517413-23-000007-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.