AKAM · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

AKAMAI TECHNOLOGIES INC · 2026-08-07 · Importance 48 · Surprise 40 · From source text

Second-quarter 2026 revenue increased to $1.100 billion from $1.043 billion in the second quarter of 2025, while first-half revenue increased to $2.173 billion from $2.059 billion. Security revenue increased 10% year over year to $604.4 million in the second quarter and 10% to $1.194 billion in the first half, led by API security, web application security and Guardicore segmentation. Cloud infrastructure services revenue increased to $99.3 million from $71.5 million in the second quarter and to $193.9 million from $139.1 million in the first half, while delivery and other cloud applications revenue declined 6% to $395.9 million and 6% to $785.1 million because of contract-renewal pricing pressure and customer traffic optimization.

Key facts

• Six months ended June 30, 2026 Security revenue: $1,194,226 (in thousands) source
• Six months ended June 30, 2025 Security revenue: $1,082,609 (in thousands) source
• Three months ended June 30, 2026 Total revenue: $1,099,682 (in thousands) source
• Three months ended June 30, 2025 Total revenue: $1,043,494 (in thousands) source
• Six months ended June 30, 2026 Total revenue: $2,173,292 (in thousands) source
• Six months ended June 30, 2025 Total revenue: $2,058,633 (in thousands) source
• Six months ended June 30, 2026 U.S. revenue: $1,093,573 (in thousands) source
• Six months ended June 30, 2025 U.S. revenue: $1,056,346 (in thousands) source

Impact estimates