Lawrence Vensko's questions to Akamai Technologies Inc (AKAM) leadership • Q2 2025
Question
Speaking for John DiFucci, Lawrence Vensko inquired about the outperformance in the Delivery business, asking if it stems from the exit of CDN peers and whether the improved trends are sustainable.
Answer
CEO Tom Leighton confirmed a substantially improved competitive landscape, noting that four major pre-pandemic competitors are gone, which has helped stabilize pricing. He also cited improving overall traffic trends and stated that Akamai's long-term goal is for the Delivery business to be stable rather than declining.