{"schema_version":"secwatch.filing_event.v1","accession":"0001517413-23-000091","form_type":"8-K","ticker":"FSLY","cik":"0001517413","company_name":"Fastly, Inc.","filed_at":"2023-05-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:39.205345+00:00","generated_at":"2026-06-16T00:59:56.408653+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Fastly beats Q1 revenue guidance; net loss narrows to $44.7M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001517413-23-000091","json":"https://secwatch.observer/filing/0001517413-23-000091.json","markdown":"https://secwatch.observer/filing/0001517413-23-000091.md","text":"https://secwatch.observer/filing/0001517413-23-000091.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1517413/000151741323000091/0001517413-23-000091-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1517413/000151741323000091/fsly-20230503.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T00:59:56.408653+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":"4d016b26788ce30120b63c2a0cdae7a7a0613f11","claim":"Fastly, Inc. reported first quarter ended March 31, 2023 results: revenue $ 117,564, net income GAAP net loss of $44.7 million, EPS $(0.36).","evidence_excerpt":"“As we continue to gain customer mind share with these efforts, we will be focused on accelerating market share gains as well.” Three months ended March 31, 2023 2022 Revenue $ 117,564 $ 102,382 Gross Margin GAAP gross margin 51.3 % 47.3 % Non-GAAP gross margin 55.6 % 52.6 % Operating loss GAAP operating loss $ (47,275) $ (63,004) Non-GAAP operating loss $","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1517413/000151741323000091/0001517413-23-000091-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2023"},{"label":"Revenue","value":"$ 117,564"},{"label":"Net income","value":"GAAP net loss of $44.7 million"},{"label":"EPS","value":"$(0.36)"},{"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"}