AKAM · 8-K · 20260806PR000083
Guidance and Outlook
AKAMAI TECHNOLOGIES INC · 2026-08-06 · Importance 75 · Surprise 60 · No source text
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 with 25% in the second quarter, while full-year non-GAAP operating margin is expected at 25% to 26%. Third-quarter non-GAAP diluted EPS guidance is $1.60 to $1.80, and full-year guidance is $6.40 to $7.05. The company projected a 19% non-GAAP tax rate and 150 million diluted shares for both the third quarter and full year.
Key facts
- Year ending December 31, 2026 revenue guidance low end is $4,445 million and high end is $4,530 million. source
- Three months ending September 30, 2026 revenue guidance low end is $1,105 million and high end is $1,130 million. source
- Shares used in non-GAAP per diluted share calculations for both the third quarter and full year 2026 guidance are 150 million. source
- Non-GAAP operating margin guidance for three months ending September 30, 2026 is 24% to 26% and for year ending December 31, 2026 is 25% to 26%. source
- Non-GAAP net income per diluted share guidance for three months ending September 30, 2026 is $1.60 to $1.80 and for year ending December 31, 2026 is $6.40 to $7.05. source
- Non-GAAP tax rate guidance is 19% for the three months ending September 30, 2026 and 19% for the year ending December 31, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | probable | +45.9% | Non-GAAP net income per diluted share guidance for three months ending September 30, 2026 is $1.60 to $1.80 and for year ending December… |
| net_income | positive | probable | +11.6% | Non-GAAP net income per diluted share guidance for three months ending September 30, 2026 is $1.60 to $1.80 and for year ending December… |
| revenue | unclear | probable | — | Year ending December 31, 2026 revenue guidance low end is $4,445 million and high end is $4,530 million. |
| revenue | unclear | probable | — | Three months ending September 30, 2026 revenue guidance low end is $1,105 million and high end is $1,130 million. |
| margin | unclear | probable | — | Non-GAAP operating margin guidance for three months ending September 30, 2026 is 24% to 26% and for year ending December 31, 2026 is 25%… |
| margin | unclear | probable | — | Non-GAAP operating margin guidance for three months ending September 30, 2026 is 24% to 26% and for year ending December 31, 2026 is 25%… |
| net_income | unclear | probable | — | Non-GAAP tax rate guidance is 19% for the three months ending September 30, 2026 and 19% for the year ending December 31, 2026. |