AKAM · Earnings call · 2026Q2T · Full report
Customer Dynamics
AKAMAI TECHNOLOGIES INC · 2026-08-06 · Importance 46 · Surprise 42 · In source text
Akamai cited expanded WAF usage from a leading commerce site, automaker, and global bank, including a $14 million upgrade to secure all of the bank's applications. A major telecommunications provider signed a renewal upgrade covering security and delivery products worth more than $20 million over two years. CrowdStrike also switched its web security and content delivery to Akamai after dissatisfaction with a competitor's inconsistent service, creating both a customer relationship and partnership dynamic. Additional cloud wins included a $12 million GenAI image-creation contract with an AI software company in India and migrations from hyperscalers by customers in Singapore and elsewhere.
Key facts
- Akamai signed renewal upgrades for security and delivery products with one of the world's largest telcos in a contract worth more than $20 million over two years.
- An AI software company in India chose Akamai to run GenAI image creation in a $12 million win over a hyperscaler.
- An AI patent intelligence platform in Singapore shifted its inference workloads from a hyperscaler to Akamai, boosting performance by 30% and cutting infrastructure costs by 20%.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | Akamai signed renewal upgrades for security and delivery products with one of the world's largest telcos in a contract worth more than $20… |