secwatch.observer — SEC 8-K summary
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Issuer:     Fastly, Inc. (FSLY)
CIK:        0001517413
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001517413-26-000129
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1517413/000151741326000129/0001517413-26-000129-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1517413/000151741326000129/fsly-20260506.htm
  HTML page:      https://secwatch.observer/filing/0001517413-26-000129

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