{"schema_version":"secwatch.filing_event.v1","accession":"0001517413-24-000029","form_type":"8-K","ticker":"FSLY","cik":"0001517413","company_name":"Fastly, Inc.","filed_at":"2024-02-14T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.466497+00:00","generated_at":"2026-06-06T02:17:22.691826+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 Q4 revenue $137.8M (+15.5% YoY), non-GAAP EPS $0.01; guides FY24 rev $580-590M","bullets":["Q4 revenue $137.8M (+15.5% YoY); GAAP gross margin 55.0% vs 52.4% YoY.","Non-GAAP net income per share $0.01 in Q4 vs loss $(0.08); FY non-GAAP loss $(0.17) vs $(0.59).","FY24 guidance: revenue $580-590M, non-GAAP op loss $20-14M, non-GAAP EPS ($0.06)-$0.00.","Repurchased $130.9M principal of convertible notes for $113.6M cash (~87¢ on dollar).","Kip Compton joined as CPO; customer count grew to 3,243 (+141 QoQ); LTM NRR 113%."],"urls":{"canonical":"https://secwatch.observer/filing/0001517413-24-000029","json":"https://secwatch.observer/filing/0001517413-24-000029.json","markdown":"https://secwatch.observer/filing/0001517413-24-000029.md","text":"https://secwatch.observer/filing/0001517413-24-000029.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1517413/000151741324000029/0001517413-24-000029-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1517413/000151741324000029/fsly-20240214.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T02:17:22.691826+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":"fba1ce551d9134170a72e50b4424407d9c68b066","claim":"Fastly, Inc. reported fourth quarter and full year ended December 31, 2023 results: revenue record fourth quarter revenue of $137.8 million.","evidence_excerpt":"Fastly Announces Fourth Quarter and Full Year 2023 Financial Results Company reports record fourth quarter revenue of $137.8 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1517413/000151741324000029/0001517413-24-000029-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter and full year ended December 31, 2023"},{"label":"Revenue","value":"record fourth quarter revenue of $137.8 million"},{"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"}