---
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"
generated_at: "2026-06-06T02:17:22.691826+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Fastly Q4 revenue $137.8M (+15.5% YoY), non-GAAP EPS $0.01; guides FY24 rev $580-590M

## Summary
- 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%.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001517413-24-000029
- JSON: https://secwatch.observer/filing/0001517413-24-000029.json
- Plain text: https://secwatch.observer/filing/0001517413-24-000029.txt

## Key facts
- Earnings Releases
  Fastly, Inc. reported fourth quarter and full year ended December 31, 2023 results: revenue record fourth quarter revenue of $137.8 million.
  - Period: fourth quarter and full year ended December 31, 2023
  - Revenue: record fourth quarter revenue of $137.8 million
  - Result: reported results
  source text: Fastly Announces Fourth Quarter and Full Year 2023 Financial Results Company reports record fourth quarter revenue of $137.8 million
  evidence_url: https://www.sec.gov/Archives/edgar/data/1517413/000151741324000029/0001517413-24-000029-index.htm

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