AKAM · Earnings call · 2026Q2T · Full report

Geographic Market Commentary

AKAMAI TECHNOLOGIES INC · 2026-08-06 · Importance 10 · Surprise 6

Akamai operates cloud infrastructure and edge resources across 700 cities in 130 countries and is continuing to add GPU-enabled locations and larger sites. Customer examples show demand across Singapore, Poland, India, and the United States, including AI patent intelligence, game-theory simulations, GenAI image creation, AI communications, storage analytics, and media workflows. Management highlighted the value of placing inference close to users and data globally, particularly for bandwidth- and latency-sensitive workloads. International revenue represented 50% of Q2 revenue and grew 6% year over year as reported, or 7% in constant currency.

Key facts

• International revenue in Q2 was $549 million, up 6% year over year or up 7% in constant currency, representing 50% of total revenue in Q2.
• Management stated Akamai operates one of the world's largest backbones and uses it to connect all locations, which helps when going into new data center locations.
• Akamai stated it has servers in 700 cities around the world across 130 countries.