Earnings summaries and quarterly performance for AKAMAI TECHNOLOGIES.
Executive leadership at AKAMAI TECHNOLOGIES.
Tom Leighton
Detailed
Chief Executive Officer
CEO
Aaron Ahola
Detailed
Executive Vice President, General Counsel and Corporate Secretary
Adam Karon
Detailed
Chief Operating Officer and General Manager, Cloud Technology Group
Anthony Williams
Detailed
Executive Vice President and Chief Human Resources Officer
Edward McGowan
Detailed
Executive Vice President and Chief Financial Officer
Kim Salem-Jackson
Detailed
Executive Vice President and Chief Marketing Officer
Mani Sundaram
Detailed
Executive Vice President and General Manager, Security Technology Group
Paul Joseph
Detailed
Executive Vice President, Global Sales and Services
Robert Blumofe
Detailed
Executive Vice President and Chief Technology Officer
Board of directors at AKAMAI TECHNOLOGIES.
Research analysts who have asked questions during AKAMAI TECHNOLOGIES earnings calls.
Frank Louthan
Raymond James
3 questions for AKAM
Also covers: ATUS, CABO, CCOI +12 more
Jonathan Ho
William Blair & Company
3 questions for AKAM
Also covers: ALLT, AXON, CHKP +15 more
Amit Daryanani
Evercore
2 questions for AKAM
Also covers: AAPL, ANET, APH +22 more
Fatima Boolani
Citi
2 questions for AKAM
Also covers: AVPT, CHKP, CRWD +16 more
James Fish
Piper Sandler Companies
2 questions for AKAM
Also covers: ANET, BAND, CSCO +15 more
John DiFucci
Guggenheim Securities
2 questions for AKAM
Also covers: ARM, CHKP, CRWD +11 more
Mark Murphy
JPMorgan Chase & Co.
2 questions for AKAM
Also covers: ADBE, CFLT, CRM +23 more
Rishi Jaluria
RBC Capital Markets
2 questions for AKAM
Also covers: BOX, COUR, CWAN +19 more
Rudy Kessinger
D.A. Davidson & Co.
2 questions for AKAM
Also covers: BASE, CFLT, CVLT +11 more
William Power
Baird
2 questions for AKAM
Also covers: AXON, BAND, DOCU +9 more
Andres Miranda Lopez
D.A. Davidson & Co.
1 question for AKAM
Also covers: BASE, TENB
Daniel Hibshman
Craig-Hallum Capital Group LLC
1 question for AKAM
Also covers: BKSY, CRNC, EGAN +7 more
Jackson Ader
KeyBanc Capital Markets
1 question for AKAM
Also covers: AMPL, ASAN, CXM +13 more
Jeff Van Rhee
Craig-Hallum Capital Group LLC
1 question for AKAM
Also covers: ALKT, ASUR, BKSY +18 more
Jonathan Eisenson
Morgan Stanley
1 question for AKAM
Also covers: JAMF
Kate Fitzsimons
Piper Sandler
1 question for AKAM
Kevin Kumar
Goldman Sachs
1 question for AKAM
Also covers: DCBO, GWRE, SPNS
Lawrence Vensko
Guggenheim Securities
1 question for AKAM
Also covers: PRGS
Madeline Brooks
Bank of America
1 question for AKAM
Also covers: CYBR, FSLY, OKTA +3 more
Matt Dizort
Needham & Company, LLC
1 question for AKAM
Mike Cikos
Needham & Company, LLC
1 question for AKAM
Also covers: BASE, CFLT, CGNT +19 more
Patrick Colville
Scotiabank
1 question for AKAM
Also covers: CHKP, CRWD, DDOG +16 more
Robert Palmisano
Raymond James
1 question for AKAM
Also covers: ATUS, FYBR, RXT +3 more
Roger Boyd
UBS
1 question for AKAM
Also covers: CHKP, CRWD, CYBR +10 more
Sagar Vachhani
Scotiabank
1 question for AKAM
Recent press releases and 8-K filings for AKAM.
Akamai launches Inference Cloud and outlines growth strategy
AKAM
Product Launch
Revenue Acceleration/Inflection
- Akamai Inference Cloud launched through a partnership with NVIDIA to deploy lighter-weight GPUs (e.g., RTX 6000) at edge locations for real-time GenAI inferencing, leveraging Akamai’s distributed platform for low latency and scalability.
- Cloud Infrastructure Services (CIS) accelerated in Q3 2025, driven by hyperscaler customers and broader enterprise adoption; integration of Linode has enabled expansion to over 36 full-stack compute locations and plans for serverless container deployment at the edge.
- Security remains a core investment, targeting ~10% ARR growth inclusive of M&A; API Security (Noname) surpassed a $100 million run rate and Guardicore segmentation is growing at 30–35% ARR, both opening new customer segments beyond traditional CDN/WAF clients.
- Delivery business is stabilizing after industry consolidation, with revenue declining low- to mid-single digits and CapEx trimmed by about 50%; Akamai aims to halt the decline and leverage the segment for cash flow generation.
7 days ago
Akamai details GPU inference cloud launch and growth strategy at Nasdaq conference
AKAM
Product Launch
New Projects/Investments
- At the 53rd Annual Nasdaq Investor Conference, Akamai CEO Tom Leighton highlighted the launch of the Akamai Inference Cloud, a GPU-based edge inference platform built in partnership with NVIDIA, currently deployed in 17 locations and slated to expand in India and Southeast Asia for low-latency AI workloads.
- The Inference Cloud’s unit economics target a $1 CapEx to $1 revenue ratio, with NVIDIA GPUs expected to maintain performance for 3–4 years due to steady inference demand versus high-end training workloads.
- Cloud Infrastructure Services (CIS) saw Q3 acceleration driven by hyperscalers and broad enterprise uptake; Akamai now sizes CapEx builds based on 3–6 month demand forecasts and secures long-term, growth-room data center contracts to align investment with expected traffic.
- Security remains a core investment area, with a $2 billion-plus ARR business targeting ~10% growth, bolstered by acquisitions Guardicore and Noname (API security) and the recent launch of a firewall for AI to protect emerging GenAI attack surfaces.
- Looking to 2026, Akamai’s priorities are accelerating CIS and security growth, expanding its customer base via partner-led motions and new serverless container and inference offerings, while its legacy delivery segment is expected to stabilize with low- to mid-single-digit revenue declines.
7 days ago
Akamai details Inference Cloud launch and 2026 growth priorities
AKAM
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Akamai launched its Inference Cloud in partnership with NVIDIA to deliver GPU inference at the edge, currently deployed in 17 locations with plans for larger 10 MW footprints in India and Southeast Asia to support low-latency AI applications.
- The business targets a 1:1 CapEx-to-revenue ROI on GPUs, citing that inference-optimized GPUs retain multi-year value without annual upgrades.
- Cloud Infrastructure Services (CIS) accelerated in Q3 driven by hyperscaler onboarding and broader field sales, with Inference Cloud and managed container services establishing CIS as Akamai’s primary growth engine.
- Security remains a $2 billion+ run rate; API security has surpassed $100 million ARR; M&A deals (Guardicore, Noname) are contributing 30–35% ARR growth. For 2026, Akamai will prioritize CIS adoption—especially Inference Cloud—security expansion, and new customer acquisition via partners.
7 days ago
Akamai reports Q3 2025 results
AKAM
Earnings
Guidance Update
Product Launch
- 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.
Nov 6, 2025, 9:30 PM
Akamai reports Q3 2025 results
AKAM
Earnings
Guidance Update
Product Launch
- 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.
Nov 6, 2025, 9:30 PM
Akamai reports Q3 2025 results
AKAM
Earnings
Product Launch
Guidance Update
- 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.
Nov 6, 2025, 9:30 PM
Akamai reports Q3 2025 results
AKAM
Earnings
Guidance Update
Product Launch
- 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.
Nov 6, 2025, 9:03 PM
Akamai reports Q3 2025 results
AKAM
Earnings
Guidance Update
- 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.
Nov 6, 2025, 9:01 PM
Akamai Inference Cloud Gains Early Traction
AKAM
Product Launch
- 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.
Nov 5, 2025, 6:00 PM
Akamai warns of 300% surge in AI bot traffic threatening web business models
AKAM
- 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.
Nov 4, 2025, 11:28 AM
Quarterly earnings call transcripts for AKAMAI TECHNOLOGIES.
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