{"schema_version":"secwatch.filing_event.v1","accession":"0001517413-24-000101","form_type":"8-K","ticker":"FSLY","cik":"0001517413","company_name":"Fastly, Inc.","filed_at":"2024-05-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:18.784123+00:00","generated_at":"2026-06-03T02:44:51.498433+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Fastly Q1 revenue $133.5M (+14%); non-GAAP EPS -$0.05; Q2 revenue guide $130-134M","bullets":["Q1 revenue $133.5M, up 14% YoY; GAAP net loss per share $(0.32); non-GAAP net loss per share $(0.05).","Positive operating cash flow of $11.1M; non-GAAP operating loss improved to $(9.7M) from $(14.1M) a year ago.","LTM net retention rate 114%, up from 113% in Q4 2023; enterprise customer count 577, total customers 3,290.","Q2 2024 revenue guidance $130-134M; full-year 2024 revenue guidance $555-565M; non-GAAP operating loss $(16)-$(12)M for Q2.","CEO Todd Nightingale: 'not satisfied with our revenue growth outlook'; continued investment in go-to-market to accelerate growth."],"urls":{"canonical":"https://secwatch.observer/filing/0001517413-24-000101","json":"https://secwatch.observer/filing/0001517413-24-000101.json","markdown":"https://secwatch.observer/filing/0001517413-24-000101.md","text":"https://secwatch.observer/filing/0001517413-24-000101.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1517413/000151741324000101/0001517413-24-000101-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1517413/000151741324000101/fsly-20240501.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T02:44:51.498433+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":"e27d72a166934ebed3ef9f87d47ec6f747d5e45f","claim":"Fastly, Inc. reported first quarter ended March 31, 2024 results: revenue $ 133,520, EPS $(0.32).","evidence_excerpt":"investment in customer acquisition and go-to-market efforts to diversify our customer base and accelerate revenue growth.” Three months ended March 31, 2024 2023 Revenue $ 133,520 $ 117,564 Gross margin GAAP gross margin 54.8 % 51.3 % Non-GAAP gross margin 58.8 % 55.6 % Operating loss GAAP operating loss $ (46,260) $ (47,275) Non-GAAP operating loss $","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1517413/000151741324000101/0001517413-24-000101-index.htm","confidence":0.8,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2024"},{"label":"Revenue","value":"$ 133,520"},{"label":"EPS","value":"$(0.32)"},{"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"}