Matt Dizort's questions to Akamai Technologies Inc (AKAM) leadership • Q3 2024
Question
Matt Dizort asked for details on early use cases and verticals for compute and inquired about the performance of core security products like WAF and DDoS, excluding the recent Guardicore and Noname acquisitions.
Answer
CEO Tom Leighton highlighted media workflow as the initial sweet spot for compute, listing a wide range of ISV partner use cases driving adoption, from observability to AI inferencing. CFO Ed McGowan added that core security products performed well, with strong growth in WAF and accelerated demand for DDoS protection, noting that DDoS revenue from new sign-ups is recognized over time rather than as an immediate spike.