AKAM · 8-K · 20260806PR000083
Operating Expense Trends
AKAMAI TECHNOLOGIES INC · 2026-08-06 · Importance 36 · Surprise 40 · No source text
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% sequentially from $157 million. General and administrative expense increased 15% year-over-year to $188 million and 14.6% sequentially from $164 million. Stock-based compensation across operating and cost categories rose to $146 million from $113 million year-over-year, including $54 million in R&D and $41 million in general and administrative expense.
Key facts
- Stock-based compensation for the three months ended June 30, 2026 was $146,290 thousand and total stock-based compensation for the six months ended June 30, 2026 was $274,971 thousand. source
- Depreciation and amortization (non-GAAP) for the three months ended June 30, 2026 was $145,356 thousand and total depreciation and amortization was $185,537 thousand. source
- Number of employees at end of period June 30, 2026 was 11,540. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | negative | realized | -25.0% | Stock-based compensation for the three months ended June 30, 2026 was $146,290 thousand and total stock-based compensation for the six… |
| operating_income | negative | realized | -16.9% | Depreciation and amortization (non-GAAP) for the three months ended June 30, 2026 was $145,356 thousand and total depreciation and… |
| net_income | negative | realized | — | Stock-based compensation for the three months ended June 30, 2026 was $146,290 thousand and total stock-based compensation for the six… |
| net_income | negative | realized | — | Depreciation and amortization (non-GAAP) for the three months ended June 30, 2026 was $145,356 thousand and total depreciation and… |