AKAM · 8-K · 20260806PR000083
Revenue Performance and Mix
AKAMAI TECHNOLOGIES INC · 2026-08-06 · Importance 49 · Surprise 32 · No source text
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 million and 2.5% sequentially, while Cloud Infrastructure Services revenue rose 39% year-over-year to $99 million and 5.0% sequentially. Delivery and other cloud applications revenue declined 6% year-over-year to $396 million but increased 1.7% sequentially. Security represented approximately 55% of quarterly revenue, Cloud Infrastructure Services 9%, and Delivery and other cloud applications 36%, indicating a mix shift toward the two growing solution categories.
Key facts
- Security revenue was $604 million, up 10% year-over-year and up 9% when adjusted for foreign exchange. source
- Delivery and other cloud applications revenue was $396 million, down 6% year-over-year and down 5% when adjusted for foreign exchange. source
- Second quarter revenue was $1.100 billion, a 5% increase over second quarter 2025 revenue of $1.043 billion and a 5% increase when adjusted for foreign exchange. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +5.0% | Security revenue was $604 million, up 10% year-over-year and up 9% when adjusted for foreign exchange. |
| revenue | negative | realized | -2.3% | Delivery and other cloud applications revenue was $396 million, down 6% year-over-year and down 5% when adjusted for foreign exchange. |