AKAM · 10-Q · 2026Q2 · Full report

Operating Expense Trends

AKAMAI TECHNOLOGIES INC · 2026-08-07 · Importance 41 · Surprise 22 · In source text

Second-quarter sales and marketing expense increased 16% year over year to $170.0 million, while first-half expense increased 17% to $327.1 million, primarily because of go-to-market headcount growth and higher stock-based compensation. Second-quarter general and administrative expense increased 15% to $187.7 million, and first-half expense increased 10% to $351.5 million, driven by operational headcount, merit increases and higher stock-based compensation. Management expects both expense categories to rise during the remainder of 2026 as it reinvests in customer acquisition for security and cloud infrastructure services and supports operations, while continuing to manage operating margins.

Key facts

• Company expects amortization of acquired intangible assets of $85.6 million for 2027 source
• Company expects amortization of acquired intangible assets of $79.0 million for 2028 source
• Company expects amortization of acquired intangible assets of $74.0 million for 2029 source
• Company expects amortization of acquired intangible assets of $66.7 million for 2030 source
• Company expects amortization of acquired intangible assets to be approximately $49.8 million for the remainder of 2026 source
• Six months ended June 30, 2026 Depreciation of network equipment: $168,783 (in thousands) source
• Three months ended June 30, 2026 Sales and marketing total expense: $170,045 (in thousands) source
• Three months ended June 30, 2026 Sales and marketing payroll and related costs: $116,547 (in thousands) source

Impact estimates