AKAM · 10-Q · 2026Q3 · Full report

Cloud Infrastructure Commitment

AKAMAI TECHNOLOGIES INC · 2026-11-06 · Importance 64 · Surprise 42

Akamai entered into several large, multi-year cloud infrastructure services arrangements in 2026 totaling more than $14 billion, including with customers building, deploying and operating AI workloads on its platform. The company expects revenue from these commitments to begin in the fourth quarter of 2026 and accelerate in 2027, with anticipated capacity fully operational by the end of 2028. Cloud infrastructure services revenue rose to $108.8 million in the third quarter from $81.2 million a year earlier, as sales of compute solutions and compute partner solutions running on Akamai’s platform grew. Akamai expects revenue growth from these arrangements to be primarily derived in the U.S.

Key facts

• Akamai has entered into, and expects to continue entering into, longer-term leases with certain financial commitments; in some cases, costs are incurred before the locations are fully utilized. source