Mark on for Fatima Boolani's questions to Akamai Technologies Inc (AKAM) leadership • Q2 2025
Question
Mark, on behalf of Fatima Boolani, asked about the contract structure of the large Cloud Infrastructure Services (CIS) deals, specifically regarding minimum commitments and how they support the second-half growth forecast.
Answer
CFO Ed McGowan confirmed that the largest new CIS contracts include minimum commitments and a planned revenue ramp. He clarified that the 40-45% ARR growth target is based on a Q4 run-rate calculation (Q4 revenue x 4), reflecting actual revenue generation in the quarter rather than just the minimum contract values.