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Lawrence Vensko

Vice President and Senior Equity Research Analyst at Guggenheim Securities

Lawrence Vensko is a Vice President and Senior Equity Research Analyst at Guggenheim Securities, specializing in U.S. software sector coverage. He covers prominent companies including Akamai Technologies, Oracle, Smartsheet, Arm Holdings, Cloudflare, ServiceNow, and Okta, with a recent track record of correct market predictions for more than half of his coverage universe. Vensko began his career in equity research after earning his registration with FINRA, joining Guggenheim Securities in 2022 following prior experience at other analytical and financial institutions. He holds FINRA Series 7 and Series 63 licenses and is recognized for his rigorous model corrections and analytical reports that are closely watched by institutional investors.

Lawrence Vensko's questions to AKAMAI TECHNOLOGIES (AKAM) leadership

Lawrence Vensko's questions to AKAMAI TECHNOLOGIES (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.

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