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Vijay Homan

FINRA-registered broker (CRD# 8101011) with professional qualifications as a financial professional at Craig-Hallum Capital Group

Vijay Homan is an Equity Research Associate at Craig-Hallum Capital Group, working under Senior Research Analyst Jeff Van Rhee in the technology sector with a focus on internet software and services. He supports coverage of specific companies including Akamai Technologies, Alkami Technology, Asure Software, BlackSky Technology, Backblaze, Cellebrite DI, Cerence, Digimarc, eGain, Fastly, LivePerson, PagerDuty, and others, though detailed individual performance metrics are not publicly available. Homan is part of the current analyst team at the Minneapolis-based firm, with his prior career timeline and notable achievements not specified in available sources. He is a FINRA-registered broker (CRD# 8101011) with professional qualifications as a financial professional at Craig-Hallum Capital Group LLC.

Vijay Homan's questions to AKAMAI TECHNOLOGIES (AKAM) leadership

Question · Q4 2025

Vijay Homan asked about the impacts of AI on security and delivery revenue, specifically how it's driving traffic and changing customer demands for services.

Answer

Tom Leighton (CEO) explained that AI enables attackers, leading to larger botnets, more sophisticated malware, and deepfakes, making the attack environment harder to defend. This creates a positive impact for Akamai's security business, driving demand for solutions like their firewall for AI and API security to identify and defend shadow AI applications. He noted that AI also increases scraper bots, which, if undefended, would drive traffic, but Akamai's bot management helps customers deflect these, creating a need for their services to manage bot traffic effectively.

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