Fastly, Inc. (FSLY) Form 8-K — Aug 5, 2026

$FSLYForm 8-KItems 2.02, 7.01, 9.01Filed Aug 5, 2026, 4:08 PM ET0001517413-26-000212Original filing

Fastly reported record second quarter 2026 revenue of $183.3 million, up 23% year over year, with a record GAAP gross margin of 63.3% and record non-GAAP gross margin of 65.8%. Security revenue grew 43% to $41.7 million and Other revenue, including Compute and Observability, grew 69% to $7.7 million. Profitability inflected sharply higher: GAAP net loss narrowed to $15.6 million from $37.5 million a year ago, while the company posted non-GAAP net income of $26.2 million ($0.15 per diluted share), adjusted EBITDA of $38.1 million, and operating cash flow of $39.3 million.

Key figures

Eps: GAAP net loss per share $(0.10); non-GAAP diluted EPS $0.15
Revenue: 183317000
Guidance: Q3 2026 revenue $184.0-$190.0M; FY2026 revenue $732.0-$746.0M; Q3 non-GAAP operating income $20.0-$24.0M; FY2026 non-GAAP operating income $88.0-$96.0M; Q3 non-GAAP EPS $0.11-$0.13; FY2026 non-GAAP EPS $0.50-$0.54
Net Income: GAAP net loss of $15.6 million (vs. $37.5 million loss in Q2 2025); non-GAAP net income of $26.2 million
Total Debt: 323958000
Revenue Yoy: 23%
Total Assets: 1503643000
Cash Position: $89.8 million cash and equivalents plus $247.7 million marketable securities as of June 30, 2026
Rpo: $341 million, up 38% YoY
Other revenue: $7.7 million, +69% YoY
Free cash flow: 3573000
Adjusted ebitda: 38122000
Security revenue: $41.7 million, +43% YoY
Gaap gross margin: 63.3% (record)
Six month revenue: $356.3 million vs. $293.2 million prior year
Operating cash flow: 39334000
Large customer count: 624
Non gaap gross margin: 65.8% (record)
Ltm net retention rate: 117%, up from 113% in Q1 2026
Network services revenue: $133.9 million, +17% YoY
Non gaap operating income: 26993000
Top ten customer revenue pct: 37%

Price after filing

1 day: 0.0%7 days: +14.3%30 days: -15.4%

Close on the filing date to close N calendar days later (from $24.95). Historical, not a forecast.

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