secwatch.observer — SEC 8-K summary
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Issuer:     Fastly, Inc. (FSLY)
CIK:        0001517413
Form:       8-K
Filed at:   2026-08-05T20:08:42+00:00
Accession:  0001517413-26-000212
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Fastly Q2 revenue $183.3M (+23% YoY); raises FY2026 guidance
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- GAAP net loss $0.10/share; non-GAAP net income $0.15 diluted EPS.
- LTM net retention rate 117%, highest in over three years, up from 113% Q1.
- Security revenue $41.7M (+43% YoY), now 23% of total revenue.
- Generated $3.6M positive free cash flow; operating cash flow $39.3M.
- FY2026 revenue guidance raised to $732-746M; non-GAAP EPS $0.50-0.54.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1517413/000151741326000212/0001517413-26-000212-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1517413/000151741326000212/fsly-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001517413-26-000212

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