AKAM · Earnings call · 2026Q2T · Full report

FX / Currency Headwinds

AKAMAI TECHNOLOGIES INC · 2026-08-06 · Importance 13 · Surprise 6

Foreign-exchange fluctuations reduced Q2 2026 revenue by $2 million sequentially and $1 million year over year. Management now expects second-half 2026 revenue headwinds of approximately $9 million based on currency movements since the prior earnings call. Q3 guidance assumes an $8 million year-over-year FX headwind and a $2 million sequential headwind. Full-year guidance assumes a positive $9 million FX impact, down from the previously discussed positive $20 million because of recent U.S. dollar strength.

Key facts

• Based on currency movements since the last earnings call, Akamai now expects second-half 2026 revenue headwinds of approximately $9 million.
• At current spot rates, Akamai's guidance assumes foreign exchange will have a positive $9 million impact on revenue in 2026 on a year-over-year basis (which is significantly less than the positive $20 million discussed last quarter).
• At current spot rates, foreign exchange fluctuations are expected to have a negative $2 million impact on Q3 revenue compared to Q2 levels and a negative $8 million impact year over year.
• U.S. foreign exchange fluctuations had a negative impact on revenue of $2 million on a sequential basis and a negative $1 million impact on a year-over-year basis.