Every 8-K that Fastly, Inc. (FSLY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow FSLY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FSLY filings page.
Fastly, Inc. amended its senior secured revolving credit facility through a Fourth Amendment to its Credit Agreement. The amendment increases the revolving commitments from $60.0 million to $100.0 million, expanding available committed liquidity. The scheduled revolving termination date is now the earliest of several dates, including August 17, 2029, with a possible one-year extension at Fastly’s election if specified Net Liquidity thresholds are met.
The amendment also reduces borrowing costs by 0.25%, so borrowings will bear interest at SOFR plus 1.75% or base rate plus 0.75%. The commitment fee becomes tiered: 0.25% per annum on the unused portion of commitments if average daily usage is at or below $50.0 million, and 0.20% per annum if usage is above that level. Certain maturity triggers are tied to Fastly’s outstanding 7.75% convertible senior notes due 2028 and to Net Liquidity tests at $200.0 million, or $120.0 million when less than $50.0 million of those notes remain outstanding.
Fastly, Inc. reported record second-quarter revenue of $183.3 million for the quarter ended June 30, 2026, up 23% year-over-year. Network Services revenue was $133.9 million, Security revenue $41.7 million (up 43%), and Other revenue $7.7 million. GAAP gross margin improved to 63.3%, while non-GAAP gross margin reached 65.8%. GAAP operating loss narrowed to $14.4 million, and Fastly generated non-GAAP operating income of $27.0 million and non-GAAP net income of $26.2 million, or $0.15 per diluted share.
Operating cash flow was $39.3 million versus $25.8 million a year earlier, and free cash flow was $3.6 million versus $10.9 million. Remaining performance obligations were $341 million, up 38% from $247 million, and last 12‑month net retention rose to 117%. The top ten customers contributed 37% of revenue. For Q3 2026, Fastly guides revenue to $184.0–$190.0 million and non-GAAP EPS to $0.11–$0.13, and for full-year 2026, revenue to $732.0–$746.0 million with non-GAAP EPS of $0.50–$0.54.
Fastly, Inc. appointed Jeffrey Ford as principal accounting officer effective June 3, 2026, while he continues serving as Chief Accounting Officer and Richard Wong remains Chief Financial Officer. Ford is not designated as an executive officer and brings senior accounting experience from LivePerson, Stripe, CrowdStrike, and KPMG.
Fastly also held its 2026 Annual Meeting of Stockholders, where three directors—Aida Álvarez, Charles Compton, and Richard Daniels—were re-elected to terms ending at the 2029 annual meeting. Stockholders ratified KPMG LLP as independent auditor for 2026 and approved, on an advisory basis, compensation for Fastly’s named executive officers.
Fastly reported a record first quarter for 2026, with revenue of $173.0 million, up 20% year over year, driven by strong growth in security and other newer products. Security revenue reached $38.8 million, growing 47% year over year and accounting for 22% of total revenue.
GAAP results improved, with a net loss of $20.5 million versus $39.1 million a year earlier, while non-GAAP net income was $22.9 million compared with a non-GAAP net loss previously. Non-GAAP diluted EPS was $0.13. GAAP gross margin expanded to 62.5%, and non-GAAP gross margin reached 65.1%.
Fastly generated $28.9 million of operating cash flow and $4.1 million of free cash flow. Remaining performance obligations rose to $369 million, up 63% year over year, and last 12‑month net retention improved to 113%. Management raised 2026 guidance, targeting $710–$725 million in revenue and non-GAAP EPS of $0.27–$0.33.
Fastly, Inc. reported that its Audit Committee approved the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, although KPMG is still completing its standard client evaluation and has not yet accepted the engagement.
The company also dismissed Deloitte & Touche LLP as its independent auditor. Deloitte’s reports on Fastly’s consolidated financial statements for 2025 and 2024 were unqualified, and there were no disagreements or other reportable events, other than a previously disclosed material weakness in internal control over financial reporting for 2024. Fastly concluded this material weakness was remediated as of December 31, 2025, and Deloitte provided a letter to the SEC confirming its agreement with the company’s disclosures.
Fastly, Inc. reported record fourth-quarter and full-year 2025 results, highlighting faster growth and improved profitability. Fourth-quarter revenue reached $172.6 million, up 23% year over year, while full-year revenue was $624.0 million, up 15%. GAAP gross margin rose to 61.4% in the quarter from 53.4%, and non-GAAP gross margin reached 64.0%.
Fastly generated fourth-quarter non-GAAP operating income of $21.2 million versus a loss a year earlier, and non-GAAP net income was $20.1 million compared to a non-GAAP net loss of $2.4 million. GAAP net loss narrowed to $15.5 million in the quarter and $121.7 million for 2025. Free cash flow turned positive, with $8.6 million in the quarter and $45.8 million for the year.
Key metrics strengthened: remaining performance obligations were $354 million, up 55% year over year, enterprise customer count rose to 628, and last 12‑month net retention improved to 110%. Fastly also raised $180 million of 0% convertible notes due 2030 and used $149 million to repurchase notes due 2026. For 2026, the company guides to revenue of $700–$720 million, non-GAAP operating income of $50–$60 million, and non-GAAP diluted net income per share of $0.23–$0.29.
Fastly, Inc. reports that initial purchasers fully exercised their option to buy an additional $20.0 million in 0% Convertible Senior Notes due 2030, bringing in net proceeds of about $19.4 million. The company used roughly $2.0 million of these proceeds to enter into additional capped call transactions designed to address potential dilution and cash payments upon conversion of the new notes.
The capped calls cover the number of Class A shares initially underlying the option notes and have an initial cap price of $23.04 per share, a 100% premium to the last reported sale price on December 4, 2025. A maximum of 15,624,990 Class A shares may be issued upon conversion of the notes, based on the initial maximum conversion rate of 86.8055 shares per $1,000 principal amount.
Fastly, Inc. issued $160 million of 0% Convertible Senior Notes due 2030 in a private offering, with an option for initial purchasers to buy up to an additional $20 million. The notes are senior unsecured obligations, convertible into Class A common stock at an initial rate of 65.5136 shares per $1,000 principal amount, implying a conversion price of about $15.26 per share, with customary adjustment and make-whole provisions.
The company entered into capped call transactions with a $23.04 initial cap price, paying about $16.1 million to help reduce potential dilution or offset cash payments above principal upon conversion. Using remaining net proceeds and cash on hand, Fastly repurchased $150.0 million of its 0% convertible senior notes due 2026 for approximately $148.9 million in privately negotiated deals. The company notes that hedge unwinds by former 2026 noteholders may lead them to buy Fastly shares in the open market, which could put upward pressure on the stock price.
Fastly, Inc. (FSLY) announced that it will voluntarily transfer the listing of its Class A common stock from the New York Stock Exchange to the Nasdaq Stock Market. Nasdaq has approved the listing. Fastly expects trading on the NYSE to end at the close of trading on December 8, 2025, with its common stock beginning to trade on Nasdaq on December 9, 2025.
The company’s stock will continue to trade under the ticker symbol “FSLY”, and this change affects only the exchange on which the shares are listed, not the class or rights of the common stock. Fastly also issued a press release on November 26, 2025 describing the transfer.
Fastly, Inc. (FSLY) furnished an update on its business by announcing financial results for the quarter ended September 30, 2025. The company issued a press release and an investor supplement detailing Q3 performance.
The materials were provided as Exhibit 99.1 (press release) and Exhibit 99.2 (Investor Supplement for Third Quarter 2025 Results) and are available on the company’s investor website after the filing. The information was furnished under Item 2.02 and is not deemed filed for purposes of the Exchange Act.