AKAM · Full Picture

AKAMAI TECHNOLOGIES INC — the full picture

Earnings window · 2026-07-17 to 2026-08-09 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Guidance and Outlook · Guidance & outlookPriority 89
    +57.5% net_income; 2 sources (news, press_release); 9 forward row(s); quote_verified
    Year ending December 31, 2026 revenue guidance low end is $4,445 million and high end is $4,530 million.
  2. Operating Expense Trends · Operating expenses (SG&A)Priority 80
    -16.2% operating_income; 2 sources (press_release, sec_filing); 5 forward row(s); structured_verified
    Company expects amortization of acquired intangible assets of $85.6 million for 2027
  3. Revenue Performance and Mix · Revenue growth & mixPriority 76
    +24.0% revenue (realized); 3 sources (news, press_release, sec_filing); quote_verified
    Cloud Infrastructure Services revenue of $99 million, up 39% year-over-year.
  4. AI Infrastructure Investment · Strategic & business-model shiftsPriority 75
    3 sources (news, press_release, sec_filing); quote_verified
    A U.S.-based technology company commits to more than $600 million over four years for Cloud Infrastructure Services to power robotics development.
  5. Liquidity and Cash Position · Liquidity & cash positionPriority 74
    +29.9% cash (realized); structured_verified
    As of June 30, 2026, our cash, cash equivalents and marketable securities totaled $4.6 billion.
  6. Capital Return Program · Buybacks & dividendsPriority 71
    3 sources (news, press_release, sec_filing); 2 forward row(s); structured_verified
    In May 2024, our board of directors authorized a $2.0 billion share repurchase program, effective May 2024 through June 2027.
  7. Operating Margin Drivers · Operating income & profitabilityPriority 70
    -12.2% operating_income (realized); 2 sources (news, press_release); quote_verified
    GAAP income from operations was $80 million, a 47% decrease from second quarter 2025.
  8. Cloud Infrastructure Commitment · Recurring & subscription revenuePriority 65
    -2.5% operating_income (realized); 2 sources (press_release, sec_filing); 3 forward row(s); quote_verified
    A U.S.-based technology company contract is worth more than $600 million over four years for Cloud Infrastructure Services to power robotics development.
  9. AI Cloud Infrastructure Demand · Demand, orders & backlogPriority 64
    quote_verified
    A four-year, $600 million Cloud Infrastructure Services deal was signed with a U.S.-based technology customer for AI infrastructure/robotics support.
  10. Capital Expenditures · Capital expenditurePriority 63
    2 sources (press_release, sec_filing); quote_verified
    Purchases of property and equipment in the three months ended June 30, 2026 were $261,732 thousand and capitalized internal-use software development costs were $84,804 thousand, total capital expenditures were $346,536 thousand.
  11. Operating Cash Flow Trends · Cash flow generationPriority 63
    +8.6% cash (realized); structured_verified
    Six months ended June 30, 2026 Net income: $185,723 (in thousands)
  12. Liquidity and Debt Position · Debt, leverage & refinancingPriority 61
    quote_verified
    Proceeds from the issuance of convertible senior notes, net of issuance costs, in the three months ended June 30, 2026 were $3,452,749 thousand and proceeds from the issuance of warrants related to convertible senior notes were $657,125 thousand.

Threads by pillar

Revenue & Demand Priority 88 · 9 threads

Costs & Margins Priority 90 · 5 threads

Capital & Balance Sheet Priority 93 · 8 threads

Strategy & Portfolio Priority 79 · 2 threads

Guidance & Outlook Priority 89 · 1 thread

Macro & Market Conditions Priority 44 · 2 threads

Management & Governance Priority 38 · 1 thread

Unclassified Priority 82 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
net_income+57.5%+57.5%-3.5%
operating_income-16.2%+16.2%-18.4%
cash——+38.5%
revenue——+38.3%
liability——-1.9%