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 partners with Visa to secure agent-based commerce
AKAM
Product Launch
- Akamai and Visa announced a strategic partnership to integrate Visa’s Trusted Agent Protocol with Akamai’s edge-based behavioral intelligence and user recognition to authenticate AI shopping agents and prevent fraud in agent-driven transactions.
- The collaboration helps merchants clearly identify legitimate AI agents, reliably link each agent to its consumer, and secure payment flows with real-time behavior and network intelligence to thwart malicious bots.
- The Trusted Agent Protocol is designed for minimal infrastructure changes and will scale across 175 million Visa-accepting merchant locations worldwide, facilitating secure and seamless AI-agent-enabled transactions.
- According to Akamai’s 2025 Digital Fraud and Abuse Report, AI-driven bot traffic surged 300 % year-over-year, with over 25 billion retail-sector bot requests in two months, underscoring the urgency for robust agent authentication.
13 hours ago
Akamai announces collaboration with Visa on agent commerce security
AKAM
Product Launch
New Projects/Investments
- Akamai and Visa partner to integrate Visa’s Trusted Agent Protocol with Akamai Cloud security, aiming to authenticate AI shopping agents and prevent fraud in agentic commerce
- The collaboration leverages behavioral intelligence, user recognition and edge-based bot protection to provide merchants with identity, authentication and anti-fraud controls for digital storefronts
13 hours ago
Akamai announces collaboration with Visa to secure agentic commerce
AKAM
Product Launch
New Projects/Investments
- Akamai Technologies and Visa Inc. are integrating Visa’s Trusted Agent Protocol with Akamai’s edge-based behavioral intelligence, user recognition, and bot protection to enhance security for AI-driven commerce.
- The solution enables merchants to authenticate AI agents, distinguish them from malicious bots, and link each agent to its underlying user through real-time behavioral and network intelligence.
- Trusted Agent Protocol support across Akamai’s distributed cloud platform facilitates secure, predictable payment interactions at 175 million Visa merchant locations with minimal infrastructure and UX changes.
18 hours ago
Akamai and Visa bolster security for AI-driven commerce
AKAM
Product Launch
- Integration of Visa’s Trusted Agent Protocol with Akamai’s edge-based behavioral intelligence to authenticate AI shopping agents and prevent fraud in agentic commerce
- Addresses surge in AI bot activity, with a 300% increase in AI-powered bot traffic and over 25 billion AI bot requests in two months, per Akamai’s 2025 Digital Fraud and Abuse Report
- Enables merchants to verify agent intent, link agents to underlying users, and secure payment flows across 175 million Visa-accepting locations globally
18 hours ago
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.
Dec 9, 2025, 11:30 AM
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.
Dec 9, 2025, 11:30 AM
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.
Dec 9, 2025, 11:30 AM
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
Quarterly earnings call transcripts for AKAMAI TECHNOLOGIES.
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