secwatch.observer — SEC 8-K summary
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Issuer:     Fastly, Inc. (FSLY)
CIK:        0001517413
Form:       8-K
Filed at:   2023-11-01T23:59:59+00:00
Accession:  0001517413-23-000298
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Fastly Q3 revenue $127.8M (+18% YoY); Non-GAAP EPS -$0.06; guides Q4 revenue $137-141M
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- Revenue $127.8M up 18% YoY; GAAP net loss $54.3M improved from $63.4M YoY.
- Non-GAAP EPS -$0.06 vs -$0.14 YoY; Non-GAAP gross margin 55.9% from 53.6%.
- LTM net retention rate 114% (down from 116% Q2); DBNER 120% (down from 123%).
- Q4 revenue guidance $137-141M; full-year revenue guidance $505-509M.
- Enterprise customer count down 4 to 547; average spend $858K up 5% QoQ.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1517413/000151741323000298/0001517413-23-000298-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1517413/000151741323000298/fsly-20231101.htm
  HTML page:      https://secwatch.observer/filing/0001517413-23-000298

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer