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Rob

Wall Street Analyst at Raymond James

Robert Majek is a Wall Street Analyst at Raymond James, specializing in the General sector with coverage of 16 stocks including Dynatrace (DT). He has delivered a solid performance track record, achieving a 51% success rate across 82 ratings (51.06% profitable over 47 ratings since 2020) and an average return of +8.00% per rating, with his top call on Dynatrace generating +107.40% over one year. Ranked #2,685 out of 9,015 Wall Street analysts and #6,335 out of 38,625 experts on TipRanks, Majek has been with Raymond James in this role, though specific prior career timeline details are unavailable. Professional credentials include standard Wall Street analyst qualifications, with no additional FINRA registrations specified in public sources.

Rob's questions to AKAMAI TECHNOLOGIES (AKAM) leadership

Question · Q4 2025

Rob asked about the current prevalence and size of revenue commitments from customers, particularly on the delivery side, compared to previous periods, and sought an outlook for delivery growth, specifically considering AI-based traffic.

Answer

CEO Tom Leighton confirmed seeing longer commitments across all services, partly by design and customer interest, and projected mid-single-digit growth for delivery this year. CFO Ed McGowan added that while total RPO is growing due to longer commitments, the dynamic in the delivery business itself hasn't significantly changed regarding committed versus uncommitted revenue, with security and compute driving larger, longer commitments.

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