secwatch.observer — SEC 8-K summary
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Issuer:     Fastly, Inc. (FSLY)
CIK:        0001517413
Form:       8-K
Filed at:   2024-02-14T23:59:59+00:00
Accession:  0001517413-24-000029
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1517413/000151741324000029/0001517413-24-000029-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1517413/000151741324000029/fsly-20240214.htm
  HTML page:      https://secwatch.observer/filing/0001517413-24-000029

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