AKAM · 10-Q · 2026Q3 · Full report

Operating Expense Trends

AKAMAI TECHNOLOGIES INC · 2026-11-06 · Importance 54 · Surprise 40 · Matches filing data

Third-quarter sales and marketing expense rose 13% year over year to $164.4 million, primarily because of headcount reinvestment in the go-to-market strategy; nine-month expense increased 16% to $491.5 million. Third-quarter general and administrative expense increased 8% to $174.2 million, with higher payroll, stock-based compensation, and professional-service fees contributing to the increase. Akamai expected sales and marketing expense to rise during the remainder of 2026 as it adds go-to-market employees to acquire customers for security and cloud infrastructure services. The company also expected general and administrative expense to increase to support operations, while stating that it planned to manage costs to protect operating margins.

Key facts

• Akamai expects acquired-intangible amortization of approximately $26.0 million for the remainder of 2026, and $90.1 million, $83.4 million, $79.1 million and $72.8 million for 2027, 2028, 2029 and 2030, respectively. source
• Akamai's 2026 restructuring charges were driven by an action initiated in the fourth quarter of 2025 to restructure parts of the company, align investments and simplify its organizational structure, as well as actions related to acquisitions; it does not expect material additional charges. source
• Akamai expects cost of revenue to increase during the remainder of 2026, including from compute partner program costs, higher co-location costs, bandwidth fees, network equipment depreciation, internal-use software amortization and stock-based compensation. source
• Akamai expects sales and marketing expenses to increase during the remainder of 2026 compared with 2025, particularly payroll and related costs from reinvesting in go-to-market headcount and employees acquired through recent acquisitions. source
• Akamai expects general and administrative expenses to increase during the remainder of 2026 compared with 2025 to support business operations. source

Impact estimates