You might also like
Akamai Technologies operates a massively distributed edge and cloud platform known as Akamai Connected Cloud, which supports their cloud computing, security, and content delivery solutions. The company's primary business activities are centered around these three areas, with security being the largest contributor to revenue. Akamai sells security solutions, including web application firewall, bot management, and Guardicore's micro-segmentation, as well as content delivery network services and compute solutions bolstered by the acquisition of Linode .
- Security Solutions - Provides web application firewall, bot management, and Guardicore's micro-segmentation services, contributing significantly to the company's revenue .
- Compute Solutions - Offers cloud computing services, enhanced by the acquisition of Linode, and plays a substantial role in the company's growth .
- Content Delivery Network (CDN) - Delivers content delivery services, which remain a profitable part of the business despite facing challenges from slower internet traffic growth and increased competition .
- Given the ongoing consolidation in the delivery market and the bankruptcy of competitors like EdgeCast and Limelight, how do you see this impacting Akamai's delivery business in the near and long term, and what strategies are you implementing to capitalize on potential market stabilization?
- With the increased investment in cloud computing capabilities and new security products, including the addition of go-to-market positions and specialists, how do you plan to manage the potential strain on operating margins, especially considering the elimination of 2.5% of roles and the need to maintain a 30% operating margin target?
- Despite strong growth in the compute segment, with a 28% year-over-year increase and plans to reach $100 million in ARR by year-end, why aren't we seeing greater evidence of operating leverage and improved profitability, given that compute commands better gross profit characteristics than the declining delivery segment?
- Can you elaborate on the challenges you're facing in the delivery business due to macroeconomic headwinds and slowed traffic growth, and how you plan to address these issues to sustain profitability and market leadership?
- Your strategy includes shifting investments toward hunters and sales specialists as well as strengthening your partner ecosystem to support the new compute and security products; how do you plan to balance this with your existing customer base and ensure that traditional services are not neglected while pursuing new markets?
Competitors mentioned in the company's latest 10K filing.
- AT&T - Mentioned as a channel partner, which implies competition in certain areas .
- Avant - Mentioned as a channel partner, which implies competition in certain areas .
- BV Tech - Mentioned as a channel partner, which implies competition in certain areas .
- Carahsoft - Mentioned as a channel partner, which implies competition in certain areas .
- Deutsche Telecom - Mentioned as a channel partner, which implies competition in certain areas .
- Kyndryl - Mentioned as a channel partner, which implies competition in certain areas .
- Microsoft Azure - Mentioned as a channel partner, which implies competition in certain areas .
- Telefonica Group - Mentioned as a channel partner, which implies competition in certain areas .
- Hyper-scaler cloud computing providers - Mentioned as competitors in cloud computing solutions .