secwatch.observer — SEC 8-K summary
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Issuer:     Fastly, Inc. (FSLY)
CIK:        0001517413
Form:       8-K
Filed at:   2025-11-05T23:59:59+00:00
Accession:  0001517413-25-000293
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Fastly Q3 2025: record $158.2M revenue, non-GAAP EPS $0.07, FCF $18.1M positive
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- Revenue $158.2M, up 15% YoY, above guidance high-end; GAAP net loss $0.20/share vs $0.27 loss YoY.
- Non-GAAP operating income $11.6M (vs $0.8M in Q3 2024); non-GAAP diluted EPS $0.07 (vs $0.03).
- Security revenue $34M (+30% YoY), 21% of total; NRR improved to 106% from 104%.
- Record cash ops $28.9M; FCF $18.1M positive vs ($7.1M) in Q3 2024.
- Q4 rev guide $159-163M; FY25 rev guide $610-614M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1517413/000151741325000293/0001517413-25-000293-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1517413/000151741325000293/fsly-20251105.htm
  HTML page:      https://secwatch.observer/filing/0001517413-25-000293

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