secwatch.observer — SEC 8-K summary
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Issuer:     Fastly, Inc. (FSLY)
CIK:        0001517413
Form:       8-K
Filed at:   2025-05-07T23:59:59+00:00
Accession:  0001517413-25-000109
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Fastly Q1 revenue $144.5M record; positive FCF $8.2M; raises full-year 2025 guidance
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- Revenue $144.5M (+8% YoY), above guidance; GAAP operating loss $38.2M, non-GAAP $5.8M.
- GAAP EPS -$0.27, non-GAAP EPS -$0.05; positive free cash flow $8.2M vs -$2.2M a year ago.
- FY25 revenue guidance raised to $585-595M; Q2 revenue guidance $143-147M.
- Enterprise customer count 595; LTM net retention rate 100%; RPO $303M (+24% QoQ).
- Product package deals doubled YoY; new logo packages up >80% YoY.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1517413/000151741325000109/0001517413-25-000109-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1517413/000151741325000109/fsly-20250507.htm
  HTML page:      https://secwatch.observer/filing/0001517413-25-000109

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