{"schema_version":"secwatch.filing_event.v1","accession":"0001517413-23-000216","form_type":"8-K","ticker":"FSLY","cik":"0001517413","company_name":"Fastly, Inc.","filed_at":"2023-08-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:34.170527+00:00","generated_at":"2026-06-12T13:05:57.022378+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Fastly Q2 revenue $122.8M (+20% YoY) beats guidance; repurchases $236.4M convertible debt at 17% discount","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001517413-23-000216","json":"https://secwatch.observer/filing/0001517413-23-000216.json","markdown":"https://secwatch.observer/filing/0001517413-23-000216.md","text":"https://secwatch.observer/filing/0001517413-23-000216.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1517413/000151741323000216/0001517413-23-000216-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1517413/000151741323000216/fsly-20230802.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T13:05:57.022378+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":"0925e22c71390e82fa6aaab0b413aadde0531af8","claim":"Fastly, Inc. reported the second quarter ended June 30, 2023 results: revenue $122.8 million, net income $10.7 million (GAAP net loss), EPS $0.08 (GAAP net loss per basic and diluted share).","evidence_excerpt":"Second Quarter 2023 Financial Summary • Total revenue of $122.8 million, representing 20% year-over-year growth and 4% sequential increase. • GAAP gross margin of 52.3%, compared to 44.9% in the second quarter of 2022. Non-GAAP gross margin of 56.6%, compared to 50.4% in the second quarter of 2022. • GAAP net loss of $10.7 million, compared to $16.4 million in the second quarter of 2022. Non-GAAP net loss of $4.6 million, compared to $28.0 million in the second quarter of 2022. • GAAP net loss per basic and diluted shares of $0.08 compared to $0.14 in the second quarter of 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1517413/000151741323000216/0001517413-23-000216-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the second quarter ended June 30, 2023"},{"label":"Revenue","value":"$122.8 million"},{"label":"Net income","value":"$10.7 million (GAAP net loss)"},{"label":"EPS","value":"$0.08 (GAAP net loss per basic and diluted share)"},{"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"}