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AI brief of an SEC Form 8-K · Fastly, Inc. (FSLY)

Fastly Q3 revenue rises 20% to $190.2 million; GAAP loss narrows to $11.3 million

Positive Impact 3 of 5 earnings Written later

Fastly reported third-quarter 2026 revenue of $190.2 million, up 20% from a year earlier, and a GAAP loss from operations of $11.3 million, down from $28.8 million. The company also issued fourth-quarter and full-year 2026 guidance, forecasting fourth-quarter revenue of $198.0 million to $202.0 million.

Key points

  • Q3 2026 revenue was $190.2 million, up 20% year over year; Security revenue rose 32% to $44.7 million.
  • GAAP net loss narrowed to $11.3 million, or $0.07 per share, from $29.5 million, or $0.20 per share, a year earlier.
  • Non-GAAP diluted EPS was $0.17, compared with $0.07 in Q3 2025.
  • Guidance: Q4 2026 revenue of $198.0 million to $202.0 million; full-year 2026 revenue of $744.0 million to $748.0 million.

The filing

CompanyFastly, Inc. (FSLY)
Form8-K, current report
Filed with the SECNov 4, 2026, 4:08 PM ET
Accession number0001517413-26-000342

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.