AKAM · Earnings call · 2026Q2T · Full report
Revenue Performance and Mix
AKAMAI TECHNOLOGIES INC · 2026-08-06 · Importance 49 · Surprise 32 · No source text
Second-quarter revenue was $1.1 billion, increasing 5% year over year on both a reported and constant-currency basis. Cloud Infrastructure Services revenue rose 39% year over year to $99 million, while security revenue increased 10% to $404 million as reported. Delivery and other cloud applications revenue declined 6% to $396 million as reported, reflecting continued weakness in that business. International revenue grew 6% to $549 million and represented 50% of total revenue in Q2.
Key facts
- Total revenue in the second quarter was $1.1 billion, up 5% year over year as reported and in constant currency.
- Akamai continues to expect delivery and other cloud applications revenue to decline in the mid-single digits year over year on a constant currency basis in 2026.
- In Q2, Cloud Infrastructure Services (CIS) revenue was $99 million, up 39% year over year as reported and in constant currency.
- In Q2, delivery and other cloud applications revenue was $396 million, down 6% year over year as reported and down 5% in constant currency.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +5.0% | Total revenue in the second quarter was $1.1 billion, up 5% year over year as reported and in constant currency. |
| revenue | negative | committed | — | Akamai continues to expect delivery and other cloud applications revenue to decline in the mid-single digits year over year on a constant… |