secwatch.observer — SEC 8-K summary
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Issuer:     Fastly, Inc. (FSLY)
CIK:        0001517413
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0001517413-26-000026
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Fastly Q4 2025 revenue $172.6M (+23% YoY); non-GAAP EPS $0.13; FY26 guide $700-720M
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- Record Q4 revenue $172.6M (+23% YoY); full year 2025 revenue $624.0M.
- GAAP gross margin 61.4% (record); non-GAAP gross margin 64.0%.
- Non-GAAP operating income $21.2M (vs loss $2.8M YoY); non-GAAP EPS $0.13.
- RPO $353.8M (+55% YoY); LTM NRR 110% (up from 106% in Q3).
- Q1'26 revenue guide $168-174M; FY'26 revenue $700-720M; non-GAAP OI $50-60M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1517413/000151741326000026/0001517413-26-000026-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1517413/000151741326000026/fsly-20260211.htm
  HTML page:      https://secwatch.observer/filing/0001517413-26-000026

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