AKAM · Earnings call · 2026Q2T · Full report
Acquisition / Partnership / Divestiture
AKAMAI TECHNOLOGIES INC · 2026-08-06 · Importance 53 · Surprise 60 · In source text
Akamai completed the acquisition of LayerX on July 2 for approximately $205 million. LayerX was rebranded as Akamai Workforce Protector and adds secure enterprise browser and AI usage-control capabilities to the security portfolio. Management expects no material impact on full-year 2026 revenue, but the acquisition is expected to reduce 2026 non-GAAP EPS by approximately $0.02, split evenly between Q3 and Q4. The product is intended to complement Guardicore micro-segmentation, Zero Trust network access, and DNS security offerings.
Key facts
- On July 2, Akamai completed the acquisition of the security company LayerX for approximately $205 million.
- CrowdStrike switched to Akamai for its web security and content delivery needs, and the deal closed recently.
- Akamai was selected as a strategic partner in WWT's AI Readiness Model for Operational Resilience (ARMOR), described as the industry's first holistic vendor-agnostic AI security framework.
- Akamai expects the LayerX acquisition to have no material impact on full year 2026 revenue.
- Akamai expects LayerX will be dilutive to non-GAAP EPS by approximately $0.02 for 2026, split evenly across Q3 and Q4.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | realized | -1.4% | On July 2, Akamai completed the acquisition of the security company LayerX for approximately $205 million. |
| assets | positive | realized | +1.4% | On July 2, Akamai completed the acquisition of the security company LayerX for approximately $205 million. |
| revenue | positive | committed | — | CrowdStrike switched to Akamai for its web security and content delivery needs, and the deal closed recently. |
| revenue | unclear | probable | — | Akamai expects the LayerX acquisition to have no material impact on full year 2026 revenue. |
| net_income | negative | committed | — | Akamai expects LayerX will be dilutive to non-GAAP EPS by approximately $0.02 for 2026, split evenly across Q3 and Q4. |