AKAM · Other

AKAMAI TECHNOLOGIES INC

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

10-Q · 2026-08-07

• Cloud Infrastructure DemandImportance 72 · Surprise 74
  Cloud infrastructure services revenue increased 39% year over year for the six months ended June 30, 2026, driven by sales of compute solutions to new and existing customers and compute partner solutions running on…
• Outstanding IndebtednessImportance 71 · Surprise 60
  In May 2026, Akamai issued $1.75 billion of zero-coupon convertible senior notes due 2030 and another $1.75 billion due 2032, generating $3.216 billion of net convertible-note financing activity during the first six…
• Security Product GrowthImportance 60 · Surprise 40
  Security solutions revenue increased year over year, led by API security, web application security and Guardicore segmentation solutions. Akamai said application security and microsegmentation solutions were…
• Research and Development ExpenseImportance 54 · Surprise 40
  Second-quarter research and development expense increased 18% year over year to $148.8 million, and first-half expense increased 16% to $290.4 million. First-half payroll and related costs increased to $330.5 million…
• Headcount / RestructuringImportance 54 · Surprise 74
  Second-quarter restructuring charges were $1.8 million, down 41% from $3.1 million in the second quarter of 2025, while first-half charges were $2.0 million, down 42% from $3.5 million. The 2026 charges arose from an…
• Operating Cash Flow TrendsImportance 54 · Surprise 40
  Net cash provided by operating activities declined to $638.8 million for the six months ended June 30, 2026, from $710.3 million in the comparable 2025 period, a decrease of $71.6 million, or 10.1%. The decline…
• Cloud Infrastructure Supply CostsImportance 52 · Surprise 42
  Akamai is expanding its network and platform capacity to support cloud infrastructure services and AI applications, including through compute partner programs. Competition for data center space from hyperscalers has…
• AI Infrastructure InvestmentImportance 52 · Surprise 42
  Akamai is scaling Akamai Cloud and compute-to-edge solutions to support enterprise applications and the rapid evolution of artificial intelligence. The company plans continued investment in security products and cloud…
• Capital Expenditure OutlookImportance 52 · Surprise 42
  Akamai expects cost of revenue to increase during the remainder of 2026 as it continues investing in its platform to scale cloud infrastructure services. The company specifically expects higher co-location costs,…
• Income Tax Rate ChangesImportance 51 · Surprise 64
  Second-quarter income tax provision decreased 57% year over year to $20.6 million, and first-half provision decreased 63% to $36.3 million. The reductions reflected lower profitability, larger excess tax benefits from…
• Liquidity and Cash PositionImportance 49 · Surprise 6
  As of June 30, 2026, Akamai held $4.6 billion in cash, cash equivalents and marketable securities. Cash and cash equivalents held outside the U.S. totaled $363.5 million, and management said the foreign-held balance…
• Revenue Performance and MixImportance 48 · Surprise 40
  Second-quarter 2026 revenue increased to $1.100 billion from $1.043 billion in the second quarter of 2025, while first-half revenue increased to $2.173 billion from $2.059 billion. Security revenue increased 10% year…
• Revolving Credit FacilityImportance 43 · Surprise 6
  Akamai had two revolving credit arrangements with aggregate available commitments of up to $1.15 billion as of June 30, 2026. The 2025 Credit Agreement provides $150.0 million of uncommitted capacity and is secured…
• Gross Margin DriversImportance 41 · Surprise 22
  Second-quarter cost of revenue increased 14% year over year to $485.9 million, and first-half cost of revenue increased 13% to $957.2 million. Second-quarter co-location costs increased to $99.5 million from $87.2…
• Operating Expense TrendsImportance 41 · Surprise 22
  Second-quarter sales and marketing expense increased 16% year over year to $170.0 million, while first-half expense increased 17% to $327.1 million, primarily because of go-to-market headcount growth and higher…
• Capital Return ProgramImportance 40 · Surprise 42
  Akamai repurchased 5.0 million common shares for $615.7 million during the six months ended June 30, 2026, at a weighted-average price of $123.19 per share. The repurchases used 30.8% of the $2.0 billion authorization…
• Datacenter Capacity ExpansionImportance 40 · Surprise 42
  Akamai is accelerating investment in cloud infrastructure services, prioritizing the rapid build-out of its global footprint. The company is expanding its network and co-location presence, including additional space,…
• Macroeconomic Factors ImpactImportance 38 · Surprise 24
  Akamai reports that global macroeconomic and geopolitical headwinds are causing customers, particularly in media and gaming, to optimize traffic and reduce spending. Network traffic growth is expected to remain…
• International Market GrowthImportance 37 · Surprise 32
  International revenue increased to $549.3 million in the second quarter of 2026 from $515.9 million in the second quarter of 2025, while U.S. revenue increased to $550.4 million from $527.6 million. For the first half,…
• Delivery Traffic Pricing PressureImportance 31 · Surprise 32
  Delivery and other cloud applications revenue declined 6% year over year for the six months ended June 30, 2026, primarily because contract renewal pricing moved downward. Traffic growth on Akamai’s network improved…
• Capital ExpendituresImportance 30 · Surprise 14
  Akamai spent $417.6 million on property and equipment and capitalized internal-use software development costs during the six months ended June 30, 2026, compared with $419.8 million in the 2025 period. Investing cash…
• Cloud Infrastructure Supply CommitmentsImportance 29 · Surprise 24
  Akamai maintains long-term agreements with network and internet service providers for bandwidth to support its network and cloud infrastructure expansion. Vendor purchase commitments vary with contract renewal timing,…
• FX / Currency HeadwindsImportance 20 · Surprise 24
  Akamai’s international operations represented approximately half of revenue during the six months ended June 30, 2026, increasing exposure to foreign-currency movements. Changes in exchange rates reduced reported…

News · 2026-08-07

• Revenue Performance and MixImportance 44 · Surprise 32
  Second-quarter 2026 revenue was $1.1 billion, up 5% year over year and on a foreign-exchange-adjusted basis. Cloud Infrastructure Services revenue increased 39% year over year to $99 million. Security revenue increased…
• Capital Return ProgramImportance 40 · Surprise 42
  Akamai temporarily suspended share repurchases during the second quarter 2026 earnings period. The suspension reflected significant investment requirements for the company’s high-growth Cloud Infrastructure Services…

8-K · 2026-08-06

• Products and TechnologyImportance 78 · Surprise 74
  Akamai is positioning Cloud Infrastructure Services as an AI infrastructure platform supporting robotics development. The company describes the more than $600 million, four-year contract with a new U.S.-based…
• Guidance and OutlookImportance 75 · Surprise 60
  Akamai guided third-quarter 2026 revenue to $1.105 billion to $1.130 billion and full-year 2026 revenue to $4.445 billion to $4.530 billion. Third-quarter non-GAAP operating margin is expected at 24% to 26%, compared…
• Guidance / OutlookImportance 75 · Surprise 60
  Akamai guided third-quarter 2026 revenue to $1.105 billion-$1.130 billion and full-year 2026 revenue to $4.445 billion-$4.530 billion. Full-year non-GAAP operating margin is expected to be 25%-26%, with non-GAAP…
• Capital ExpendituresImportance 69 · Surprise 64
  Second-quarter capital expenditures were $347 million on an accrual basis, equal to 32% of revenue, compared with $214 million and 21% of revenue in the second quarter of 2025. Purchases of property and equipment…
• Liquidity and Debt PositionImportance 69 · Surprise 64
  Cash, cash equivalents and marketable securities totaled $4.616 billion as of June 30, 2026, including $1.480 billion of cash and cash equivalents and $3.136 billion of marketable securities. Convertible senior notes…
• Cloud Infrastructure CommitmentImportance 64 · Surprise 42
  Akamai committed to more than $600 million over four years in Cloud Infrastructure Services for a U.S.-based technology company developing robotics. The customer is a new Akamai customer, and the contract is part of…
• Cloud Services GrowthImportance 64 · Surprise 56
  Cloud Infrastructure Services revenue was $99 million in the second quarter, up 39% year-over-year and 39% when adjusted for foreign exchange. Year-to-date, Akamai signed numerous customers to multi-year Cloud…
• Customer DynamicsImportance 64 · Surprise 42
  Akamai signed numerous customers to multi-year Cloud Infrastructure Services contracts during the first half of 2026, collectively worth more than $2.8 billion. One U.S.-based technology company became a new Akamai…
• Income Tax Rate ChangesImportance 61 · Surprise 64
  The second-quarter GAAP tax rate was 21%, down from 32% in the second quarter of 2025. Provision for income taxes declined to $21 million from $48 million year-over-year, while pretax income declined to $100 million…
• Capital Return ProgramImportance 59 · Surprise 48
  Akamai repurchased 3 million common shares for $410 million during the second quarter of 2026 at a weighted-average price of $134.54 per share. Six-month repurchases totaled $616 million, compared with $800 million in…
• Operating Margin DriversImportance 58 · Surprise 56
  GAAP income from operations fell 47% year-over-year to $80 million, reducing GAAP operating margin to 7% from 15% in the second quarter of 2025. Non-GAAP operating income declined 12% to $271 million, and non-GAAP…
• AI Infrastructure InvestmentImportance 58 · Surprise 42
  Akamai committed to provide more than $600 million of Cloud Infrastructure Services over four years to a U.S.-based technology company for robotics development. Year-to-date, Akamai has signed numerous multi-year Cloud…
• Revenue Performance and MixImportance 49 · Surprise 32
  Second-quarter 2026 revenue was $1.100 billion, up 5% from $1.043 billion in the year-ago quarter and up 2.4% sequentially from $1.074 billion in the first quarter. Security revenue increased 10% year-over-year to $604…
• Geographic Revenue ShiftImportance 49 · Surprise 32
  U.S. revenue was $550 million in the second quarter of 2026, up 4% year-over-year and 1.3% sequentially. International revenue was $549 million, up 6% year-over-year and 3.5% sequentially, or up 7% year-over-year on a…
• Geographic Market CommentaryImportance 49 · Surprise 32
  U.S. revenue was $550 million in the second quarter, up 4% year-over-year. International revenue was $549 million, up 6% year-over-year and 7% on a foreign-exchange-adjusted basis. International growth therefore…
• Operating Expense TrendsImportance 36 · Surprise 40
  Second-quarter research and development expense increased 18% year-over-year to $149 million and 5.1% sequentially from $142 million. Sales and marketing expense increased 16% year-over-year to $170 million and 8.3%…

News · 2026-08-06

• AI Cloud Infrastructure DemandImportance 84 · Surprise 74
  Akamai’s Cloud Infrastructure Services revenue increased 39% year over year to $99 million in the second quarter, reflecting rising enterprise demand for AI workloads. The company signed more than $2.8 billion in new…
• AI Infrastructure InvestmentImportance 84 · Surprise 74
  Akamai committed more than $600 million over four years to Cloud Infrastructure Services for a U.S.-based technology customer developing robotics. The commitment is part of more than $2.8 billion in new multi-year…
• Operating Margin DriversImportance 66 · Surprise 74
  GAAP diluted earnings per share fell 27% year over year to $0.52, while non-GAAP diluted earnings per share declined 8% to $1.59. GAAP operating margin narrowed to 7% from 15% as Akamai incurred higher costs and…
• Guidance / OutlookImportance 57 · Surprise 60
  Akamai provided full-year 2026 revenue guidance of $4.45 billion to $4.53 billion and adjusted EPS guidance of $6.40 to $7.05. Reports characterized the revenue outlook as slightly below consensus while adjusted EPS…
• Revenue Performance and MixImportance 44 · Surprise 32
  Second-quarter 2026 revenue was $1.1 billion, up 5% year over year and on a foreign-exchange-adjusted basis. Cloud Infrastructure Services revenue increased 39% year over year to $99 million. Security revenue increased…

News · 2026-08-05

• Cybersecurity Demand TrendsImportance 42 · Surprise 40
  Akamai reported security revenue of $604 million, up 10% year over year, while third-party coverage cited steady demand across its security portfolio. Demand is being supported by enterprises deploying…
• Enterprise AI Security Product LaunchImportance 31 · Surprise 42
  Akamai launched Akamai Workforce Protector, formerly LayerX, to secure employee and AI-agent interactions with enterprise data and applications. The product provides visibility into AI usage, controls shadow AI,…
• AI Security Product LaunchImportance 31 · Surprise 42
  Akamai launched Akamai Workforce Protector, formerly LayerX, as an enterprise security solution focused on AI usage governance and interaction security. The offering provides visibility into AI use, controls…

News · 2026-08-04

• Revenue Performance and MixImportance 44 · Surprise 32
  Second-quarter 2026 revenue was $1.1 billion, up 5% year over year and on a foreign-exchange-adjusted basis. Cloud Infrastructure Services revenue increased 39% year over year to $99 million. Security revenue increased…