AKAM · Earnings call · 2026Q2T · Full report
Guidance / Outlook
AKAMAI TECHNOLOGIES INC · 2026-08-06 · Importance 80 · Surprise 68 · In source text
Akamai projects Q3 2026 revenue of $1.105 billion–$1.130 billion, representing 5%–7% reported growth and 5%–8% constant-currency growth year over year. Full-year 2026 revenue guidance is $4.445 billion–$4.530 billion, up 6%–8% as reported and 5%–7% in constant currency. Management expects at least 50% constant-currency growth in Cloud Infrastructure Services, high-single-digit security growth, and a mid-single-digit decline in delivery and other cloud applications. Full-year non-GAAP EPS guidance is $6.40–$7.05, based on an approximately 19% effective tax rate and 150 million diluted shares.
Key facts
- For full year 2026, Akamai expects revenue of $4.445 billion to $4.530 billion, up 6% to 8% as reported and up 5% to 7% in constant currency.
- Akamai now anticipates that overall revenue growth will accelerate into the low teens in 2027.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | For full year 2026, Akamai expects revenue of $4.445 billion to $4.530 billion, up 6% to 8% as reported and up 5% to 7% in constant… |
| revenue | positive | probable | — | Akamai now anticipates that overall revenue growth will accelerate into the low teens in 2027. |