---
schema_version: "secwatch.filing_event.v1"
accession: "0001517413-26-000129"
form_type: "8-K"
ticker: "FSLY"
cik: "0001517413"
company_name: "Fastly, Inc."
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:37:07.780075+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Fastly Q1 revenue $173M (+20% YoY); raises FY2026 guidance; RPO $369M (+63%)

## Summary
- Record Q1 revenue $173M (+20% YoY); GAAP gross margin 62.5% (record), non-GAAP 65.1%.
- GAAP net loss per share $0.13; non-GAAP net income per share $0.13 diluted, $0.15 basic.
- RPO $369M (+63% YoY); LTM NRR 113% (up from 110%); large customer count 634.
- Security revenue $38.8M (+47% YoY) now 22% of total revenue; operating cash flow $28.9M.
- Raised FY2026 guidance: revenue $710-725M, non-GAAP EPS $0.27-0.33; Q2 revenue $170-176M.

## SEC filing metadata
- accession: 0001517413-26-000129
- form_type: 8-K
- ticker: FSLY
- cik: 0001517413
- company_name: Fastly, Inc.
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1517413/000151741326000129/0001517413-26-000129-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1517413/000151741326000129/fsly-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001517413-26-000129
- JSON: https://secwatch.observer/filing/0001517413-26-000129.json
- Plain text: https://secwatch.observer/filing/0001517413-26-000129.txt

## Key facts
- Earnings Releases
  Fastly, Inc. reported first quarter ended March 31, 2026 results: revenue $173,021, EPS GAAP net loss per common share — basic and diluted $(0.13). Guidance raised.
  - Period: first quarter ended March 31, 2026
  - Revenue: $173,021
  - EPS: GAAP net loss per common share — basic and diluted $(0.13)
  - Guidance: raised
  - Result: reported results
  source text: performance reflects expansion within our installed base and robust new business wins, enabling us to raise our 2026 guidance.” Three months ended March 31, 2026 2025 Revenue $ 173,021 $ 144,474 Gross margin GAAP gross margin 62.5 % 53.2 % Non-GAAP gross margin (1) 65.1 % 57.3 % Operating loss GAAP operating loss $ (23,895) $ (38,179) Non-GAAP operating income
  evidence_url: https://www.sec.gov/Archives/edgar/data/1517413/000151741326000129/0001517413-26-000129-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.