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

Impact estimates

metricdirectionstageexpectedbasis
operating_incomenegativerealized-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_incomenegativerealized-16.9%Depreciation and amortization (non-GAAP) for the three months ended June 30, 2026 was $145,356 thousand and total depreciation and…
net_incomenegativerealizedStock-based compensation for the three months ended June 30, 2026 was $146,290 thousand and total stock-based compensation for the six…
net_incomenegativerealizedDepreciation and amortization (non-GAAP) for the three months ended June 30, 2026 was $145,356 thousand and total depreciation and…