AKAM · 10-Q · 2026Q2 · Full report

Delivery Traffic Pricing Pressure

AKAMAI TECHNOLOGIES INC · 2026-08-07 · Importance 31 · Surprise 32

Delivery and other cloud applications revenue declined 6% year over year for the six months ended June 30, 2026, primarily because contract renewal pricing moved downward. Traffic growth on Akamai’s network improved but remained slower than prior years, with media and gaming customers optimizing traffic to manage business challenges. Akamai is responding by upselling additional solutions and seeking multi-year renewals that better reflect higher hyperscaler-driven costs and customer traffic volumes.

Key facts

• Company reports prices paid by some delivery and security customers have declined at contract renewal due to competition and they are signing multi-year contracts to reflect significant cost increases from hyperscaler market dynamics source
• Company states traffic growth on their network has improved but remains moderated and they expect moderation of traffic growth trends to continue for remainder of 2026 source
• Company attributes decrease in delivery revenue to downward pricing at contract renewals and macroeconomic-driven customer cost optimization impacting traffic source