Filings monitor · AKAM

What AKAMAI TECHNOLOGIES INC's SEC filings said

10-Q for 2026Q3, filed 6 Nov 2026, and 3 8-Ks since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Guidance and Outlook90 · importance in its document · 8-K exhibit · 5 Nov 2026
   Akamai projected 2027 Cloud Infrastructure Services revenue of $1.1 billion to $1.3 billion and total company revenue growth of 17% to 22% year over year, adjusted for foreign exchange. It projected 2028 total revenue to exceed $7.0…
2. Capital Expenditure Program81 · importance in its document · 8-K exhibit · 5 Nov 2026
   Accrual-basis capital expenditures reached $1.017 billion in the first nine months of 2026, up from $664.2 million in the same period of 2025. Capital expenditures were 31% of revenue for the nine-month period, compared with 21% a year…
3. Cloud Infrastructure Supply Costs76 · importance in its document · 10-Q · 2026Q3
   Akamai’s expansion of cloud infrastructure services and its platform for AI applications is increasing demand for data-center space, network capacity and compute partners. Third-quarter co-location costs increased to $108.5 million from…
4. Outstanding Indebtedness71 · importance in its document · 8-K exhibit · 12 Nov 2026
   Akamai closed a private offering of $1.25 billion of 1.00% convertible senior notes due 2028 and $1.25 billion of 1.00% convertible senior notes due 2031, including $150 million of additional notes in each series. Net proceeds were…
5. Convertible Notes Financing64 · importance in its document · 8-K exhibit · 10 Nov 2026
   Akamai priced $1.1 billion of 1.00% convertible senior notes due 2028 and $1.1 billion of 1.00% convertible senior notes due 2031, with options for purchasers to buy an additional $150 million of each series. The company estimates net…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 6 Nov 2026

Full report · Filing on EDGAR

• Cloud Infrastructure Supply CostsImportance 76 · +2 more on this subject
  Akamai’s expansion of cloud infrastructure services and its platform for AI applications is increasing demand for data-center space, network capacity and compute partners. Third-quarter co-location costs increased to…
• Outstanding IndebtednessImportance 71
  Akamai issued $3.5 billion in principal amount of convertible senior notes in May 2026: $1.75 billion due 2030 and $1.75 billion due 2032, both with zero-coupon interest. As of September 30, 2026, the company had…
• Capital Expenditure OutlookImportance 64
  Akamai estimates approximately $6.8 billion of significant capital expenditures over the next several years to support recently announced large, multi-year cloud infrastructure services arrangements. Spending is…
• Income Tax Rate ChangesImportance 61
  The third-quarter 2026 income-tax provision declined 35% year over year to $21.3 million, while the nine-month provision declined 56% to $57.6 million. Akamai attributed the decreases to lower profitability, increased…
• Capital Return ProgramImportance 58
  Under the $2.0 billion share repurchase authorization effective from May 2024 through June 2027, Akamai repurchased 5.0 million shares during the nine months ended September 30, 2026, at a weighted-average price of…
• Cloud Infrastructure DemandImportance 58
  A large social media customer is subleasing data-center space in Virginia, with the remaining portion of the space commencing in January 2026. Akamai says it is adding co-location space and expanding its network to…
• Research and Development ExpenseImportance 54
  Third-quarter 2026 research and development expense increased 13% year over year to $141.4 million; nine-month expense increased 15% to $431.8 million. The increases primarily reflected higher payroll and stock-based…
• Operating Expense TrendsImportance 54
  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.…
• Gross Margin DriversImportance 52
  Third-quarter cost of revenue increased 17% year over year to $504.7 million, compared with revenue growth of 6% to $1.122 billion. Cost of revenue was approximately 45.0% of revenue, versus 40.7% a year earlier,…
• Revenue Performance and MixImportance 49
  Third-quarter 2026 revenue increased 6% year over year to $1.122 billion, while nine-month revenue increased 6% to $3.295 billion. Third-quarter security revenue grew 9% to $621.9 million, driven by API security, web…
• Acquisition / Partnership / DivestitureImportance 47
  Akamai acquired LayerX Security Ltd. in July 2026. Cash paid for business acquisitions, net of cash acquired, totaled $191.3 million in the nine months ended September 30, 2026. The filing identifies the acquisition as…
• Liquidity and Cash PositionImportance 37
  As of September 30, 2026, Akamai held $4.2 billion in cash, cash equivalents and marketable securities, including $421.0 million of cash and cash equivalents outside the U.S. Management expected these resources,…

Capital spending check: Capital spending up sharply (Flagged, rule score 55).

8-K filings last 12 months

• Equity issuance · New debt12 Nov 2026 · 8-K Items 2.03, 3.02 · Routine · rule score 40
  Read from the attached exhibit: Outstanding Indebtedness · Guidance and Outlook
• Press release attached to an 8-K10 Nov 2026 · 8-K
  Read from the attached exhibit: Convertible Notes Financing
• New debt9 Nov 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
  “On November 5, 2026, Akamai Technologies, Inc. (“Akamai”) entered into an Amendment No. 4 (the “Fourth Amendment”), by and among Akamai, the financial institutions identified therein as lenders and JPMorgan Chase Bank, N.A., as…”
  Read from the attached exhibit: Convertible Note Issuance · Capital Expenditure Outlook
• Results, no stated guidance change5 Nov 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Guidance and Outlook · Capital Expenditure Program · Liquidity and Debt Position
• Equity issuance24 Sept 2026 · 8-K Item 3.02 · Routine · rule score 40
  Read from the attached exhibit: Cloud Infrastructure Commitment · Customer Dynamics · Acquisition / Partnership / Divestiture
• Results (release not read)6 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Products and Technology · Guidance and Outlook · Capital Expenditures
• Equity issuance · New debt22 May 2026 · 8-K Items 1.01, 2.03, 3.02 · Routine · rule score 40
• New debt18 May 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
• Management change (filing not read)13 May 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)7 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)19 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)17 Feb 2026 · 8-K Item 5.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 7 Aug 2026
  Cloud Infrastructure Demand · Outstanding Indebtedness · Security Product Growth

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.