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 .
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
F. Thomson Leighton ExecutiveBoard | Chief Executive Officer, President, and Director | N/A | Co-founder of Akamai, instrumental in developing CDN technology, CEO since 2013. | View Report → |
Aaron Ahola Executive | Executive Vice President, General Counsel, and Corporate Secretary | Member of Nasdaq Listing and Hearing Review Council | Joined Akamai in 2000, significant role in legal and corporate governance, promoted to EVP in 2019. | |
Adam Karon Executive | Chief Operating Officer and General Manager of the Cloud Technology Group | N/A | Joined Akamai in 2005, significant role in Media and Carrier Division, COO since 2021. | |
Anthony Williams Executive | Executive Vice President and Chief Human Resources Officer | N/A | Joined Akamai in 2015, focuses on talent acquisition and diversity, CHRO since 2020. | |
Edward McGowan Executive | Executive Vice President, Chief Financial Officer, and Treasurer | Board Member at WinVest Acquisition Corp. | Joined Akamai in 2000, CFO since 2019, oversees global IT organization. | |
Kim Salem-Jackson Executive | Executive Vice President and Chief Marketing Officer | Board Member at Akamai Foundation, Forbes Communications Council, Chief, Fast Company Executive Board | Joined Akamai in 2017, leads global marketing strategies, CMO since 2021. | |
Mani Sundaram Executive | Executive Vice President and General Manager of the Security Technology Group | N/A | Joined Akamai in 2007, significant role in security technology, EVP since 2021. | |
Paul Joseph Executive | Executive Vice President, Global Sales and Services | N/A | Joined Akamai in 2000, promoted to EVP in 2021, oversees global sales and services. | |
Robert Blumofe Executive | Executive Vice President and Chief Technology Officer | N/A | Joined Akamai in 1999, widely published in distributed computing, CTO since 2021. | |
Bernardus Verwaayen Board | Director | General Partner at Keen Venture Partners, Board Member at Renewi plc, Ofcom | Director since 2013, former CEO of Alcatel-Lucent, expertise in telecommunications. | |
Daniel R. Hesse Board | Independent Chair of the Board | Board Member at PNC Corporation | Director since 2016, Chair since 2021, former CEO of Sprint Corporation. | |
Jonathan F. Miller Board | Director | CEO of Integrated Media Co., Advisor at Advancit Capital, Board Member at Interpublic Group | Director since 2015, insight into media and technology developments. | |
Madhu Ranganathan Board | Director | Board Member at Bank of Montreal | Director since 2019, Chair of Audit Committee, CFO of Open Text Corporation. | |
Marianne C. Brown Board | Director | Board Member at Charles Schwab, Northrop Grumman, IBM | Director since 2020, extensive leadership experience in technology sales and strategy. | |
Monte E. Ford Board | Director | Principal Partner at CIO Strategy Exchange, Network Partner at Brightwood Capital, Board Member at Iron Mountain, JetBlue, Centene | Director since 2013, expertise in IT and business analytics. | |
Peter T. Killalea Board | Director | Founder and President of Aionle LLC, Board Member at Capital One, Chair of MongoDB, Board Member at Satellogic | Director since 2018, expertise in internet security and cloud computing. | |
Sharon Y. Bowen Board | Director | Chair of NYSE, Board Member at Intercontinental Exchange, Bakkt Trust Company, Neuberger Berman Group | Director since 2021, brings regulatory and public policy expertise. | |
William R. Wagner Board | Director | Board Member at Avery Dennison, Semrush Holdings, Blackline | Director since 2018, former CEO of a software company, expertise in sales and marketing. |
- 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?
Research analysts who have asked questions during AKAMAI TECHNOLOGIES earnings calls.
Frank Louthan
Raymond James
3 questions for AKAM
Jonathan Ho
William Blair & Company
3 questions for AKAM
Amit Daryanani
Evercore
2 questions for AKAM
Fatima Boolani
Citi
2 questions for AKAM
James Fish
Piper Sandler Companies
2 questions for AKAM
John DiFucci
Guggenheim Securities
2 questions for AKAM
Mark Murphy
JPMorgan Chase & Co.
2 questions for AKAM
Rishi Jaluria
RBC Capital Markets
2 questions for AKAM
Rudy Kessinger
D.A. Davidson & Co.
2 questions for AKAM
William Power
Baird
2 questions for AKAM
Andres Miranda Lopez
D.A. Davidson & Co.
1 question for AKAM
Daniel Hibshman
Craig-Hallum Capital Group LLC
1 question for AKAM
Jackson Ader
KeyBanc Capital Markets
1 question for AKAM
Jeff Van Rhee
Craig-Hallum Capital Group LLC
1 question for AKAM
Jonathan Eisenson
Morgan Stanley
1 question for AKAM
Kate Fitzsimons
Piper Sandler
1 question for AKAM
Kevin Kumar
Goldman Sachs
1 question for AKAM
Lawrence Vensko
Guggenheim Securities
1 question for AKAM
Madeline Brooks
Bank of America
1 question for AKAM
Matt Dizort
Needham & Company, LLC
1 question for AKAM
Mike Cikos
Needham & Company, LLC
1 question for AKAM
Patrick Colville
Scotiabank
1 question for AKAM
Robert Palmisano
Raymond James
1 question for AKAM
Roger Boyd
UBS
1 question for AKAM
Sagar Vachhani
Scotiabank
1 question for AKAM
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Select Assets from Edgio | 2024 | Akamai acquired selected customer contracts in content delivery and security, along with non‐exclusive license rights to Edgio’s full patent portfolio during a Chapter 11 bankruptcy sale process; the deal is expected to generate $9–11 million in Q4 revenue and $80–100 million in FY2025 revenue while enabling cross-selling of its security and cloud solutions. |
Noname Security | 2024 | Akamai acquired Noname Security for $452.3 million in cash in June 2024 to expand its API security offerings with enhanced deployment options and vendor integrations; the deal, which brought in about $20 million in revenue for 2024 and significant goodwill and intangible assets, is expected to be dilutive to 2024 EPS. |
Certain Customer Contracts from Lumen Technologies, Inc. | 2023 | In October 2023, Akamai acquired selected customer contracts from Lumen for $75 million in cash to bolster its content delivery and cloud services, with anticipated revenue contributions of $40–50 million in 2024 and EPS accretion. |
Certain Customer Contracts from StackPath, LLC | 2023 | In August 2023, Akamai acquired selected customer contracts from StackPath for a preliminary purchase price of $47.2 million (with partial cash payments and milestone-based additional consideration), adding over 200 customers and targeting incremental revenue across Q3 2023 and all of 2024. |
Neosec, Inc. | 2023 | In May 2023, Akamai acquired Neosec for approximately $91.5 million in cash to enhance its API security portfolio with advanced detection and response capabilities, reflecting a transaction that included $67.0 million in goodwill and over $19.9 million in identifiable intangibles. |
StorageOS, Inc. (also known as Ondat) | 2023 | In March 2023, Akamai acquired StorageOS (Ondat) for $20.6 million in cash to strengthen its cloud computing offerings by integrating enterprise-grade storage capabilities, with $14.0 million allocated to goodwill and $4.5 million in identifiable intangibles (amortized over 8.8 years). |
Linode Limited Liability Company | 2022 | Akamai acquired Linode for approximately $898.8 million in cash (subject to post-closing adjustments) in March 2022 to enhance its cloud platform with a massively distributed compute infrastructure, resulting in $68.9 million in revenue for the nine months ended September 2022 and adding $617.7 million in goodwill along with significant intangible assets. |
Recent press releases and 8-K filings for AKAM.
- Revenue of $1.055 billion (up 5% yoy) and non-GAAP EPS of $1.86 (up 17% yoy) in Q3 2025.
- Cloud Infrastructure Services revenue accelerated to $81 million (up 39% yoy) and security revenue reached $568 million (up 10% yoy), while delivery revenue declined 4% yoy.
- Q4 2025 guidance calls for revenue of $1.065–$1.085 billion, non-GAAP EPS of $1.65–$1.85, and full-year EPS of $6.93–$7.13 with 4–5% constant-currency revenue growth.
- Launched Akamai Inference Cloud with 17 global locations to support low-latency AI inference at the edge.
- Akamai delivered $1.055 billion in Q3 2025 revenue, up 5% year-over-year (4% in constant currency), with non-GAAP EPS of $1.86, a 17% increase y-o-y.
- Compute revenue was $180 million (+8% y-o-y), including CIS at $81 million (+39%); security revenue reached $568 million (+10%), with high-growth security products at $77 million (+35%); delivery revenue was $306 million (–4%).
- Q4 guidance targets revenue of $1.065–$1.085 billion (up 4%–6% y-o-y) and non-GAAP EPS of $1.65–$1.85, with full-year EPS guidance of $6.93–$7.13.
- Launched Akamai Inference Cloud with 17 global locations in partnership with NVIDIA to support distributed AI inference at the edge.
- Akamai reported Q3 2025 revenue of $1.055 billion, up 5% year-over-year, and non-GAAP EPS of $1.86, up 17% YoY.
- Compute revenue totaled $180 million (+8% YoY), with Cloud Infrastructure Services at $81 million (+39% YoY), while security revenue was $568 million (+10% YoY), and high-growth security products grew 35%.
- The company launched Akamai Inference Cloud, in partnership with NVIDIA to deploy Blackwell GPUs across 17 edge locations for distributed AI inference worldwide.
- Q4 guidance: revenue of $1.065–1.085 billion (up 4–6% YoY), non-GAAP EPS of $1.65–1.85; full-year 2025 revenue growth of 4–5% in constant currency and EPS of $6.93–7.13.
- Third quarter revenue was $1.055 billion, up 5% year-over-year, driven by 39% growth in Cloud Infrastructure Services revenue of $81 million.
- GAAP EPS was $0.97, up 155%, and non-GAAP EPS was $1.86, up 17% year-over-year.
- Launched Akamai Inference Cloud, powered by NVIDIA AI infrastructure to enable AI at the edge.
- Q4 2025 revenue guidance is $1.065 billion to $1.085 billion, with full-year guidance of $4.178 billion to $4.198 billion.
- Spent $800 million to repurchase 10.0 million shares in the first nine months of 2025; cash and equivalents were $1.813 billion as of September 30, 2025.
- Revenue was $1.055 billion, up 5% year-over-year (4% constant currency).
- GAAP diluted EPS of $0.97, up 155% y/y; non-GAAP EPS of $1.86, up 17% y/y.
- Cloud Infrastructure Services revenue reached $81 million, up 39% y/y.
- GAAP operating margin improved to 16% (+9 pts y/y); non-GAAP operating margin was 31% (+2 pts y/y).
- Guidance for Q4 revenue of $1.065–$1.085 billion and full-year 2025 revenue of $4.178–$4.198 billion.
- Akamai reports strong early demand for Akamai Inference Cloud one week after its debut at NVIDIA GTC in Washington, DC.
- The platform extends AI inference from core data centers to the edge, offering low-latency, real-time processing on NVIDIA Blackwell infrastructure.
- Initial use cases include ultra-high-resolution 8K video workflows (Harmonic), live multi-camera sports production (Monks), personalized recommendation engines, context-aware gaming chatbots, and AI-powered consumer products.
- Akamai executives highlight the strategic importance of distributing inference to the edge for real-time AI-driven decision making.
- AI bot traffic soared by 300% year-over-year, now making up nearly 1% of all bot traffic on Akamai’s platform.
- The commerce sector saw over 25 billion AI-driven requests in two months, while the publishing industry accounted for 63% of AI bot triggers.
- Malicious bots such as FraudGPT, WormGPT, and ad/return fraud bots are increasing costs, degrading performance, and corrupting analytics, undermining ad revenues and digital operations.
- The report recommends adopting the OWASP Top 10 frameworks for web applications, APIs, and LLMs to map vulnerabilities to fraud risk tolerance and prioritize defenses.
- Infoblox Universal DDI has been adopted by more than 200 organizations, including Fortune 500 companies, within one year of launch.
- The platform simplifies hybrid and multi-cloud operations with integrations across Akamai, Cloudflare, Google Cloud and Microsoft.
- New capabilities include Microsoft DNS & DHCP management, Google Cloud IPAM integration, unified external DNS with Akamai and Cloudflare, and AI-powered network risk analysis.
- Nordstrom reports a 30% improvement in operational performance and supports 6,000 internal DNS queries per second after deploying Universal DDI.
- Akamai introduced Akamai Inference Cloud, a new platform that extends AI inference from core data centers to the internet edge using NVIDIA Blackwell infrastructure.
- The service delivers low-latency, real-time edge AI processing across Akamai’s global network of 4,200 locations, empowering agentic and Physical AI applications.
- Built on NVIDIA RTX PRO 6000 Blackwell GPUs, BlueField DPUs, and NVIDIA AI Enterprise software, the platform integrates with Akamai’s distributed cloud computing architecture.
- Availability begins with 20 initial locations worldwide, with plans for an expanded rollout to scale edge AI performance and security.
- Akamai Inference Cloud launched to extend AI inference from core data centers to the internet edge, leveraging NVIDIA Blackwell AI infrastructure.
- Platform combines NVIDIA RTX PRO 6000 Blackwell GPUs, BlueField-3 DPUs, and AI Enterprise software with Akamai’s 4,200+ edge locations for low-latency, scalable AI processing.
- Targets agentic AI use cases (smart commerce agents, fraud detection, secure payments) by delivering real-time, multi-step inferences at edge nodes.
- Enables real-time Physical AI (autonomous vehicles, industrial robots) with millisecond-precision decision-making; available in 20 initial locations with further rollout planned.