Akamai hlásí nárůst počtu zákazníků cloudových služeb, který pohání AI, SaaS a poptávka po GPU NVIDIA RTX PRO 6000 Blackwell Server Edition pro výpočetně náročné úlohy.
CAMBRIDGE, Mass., Oct. 15, 2026 (GLOBE NEWSWIRE) -- Akamai (Nasdaq: AKAM) today announced a new wave of customer adoption for its Akamai Cloud Computing services. Leading software, digital media, and technology organizations are expanding their reliance on Akamai Cloud, driven by growing enterprise demand for high-performance CPU-based compute, specialized GPU capacity, and resilient storage.
“As AI and data-heavy applications mature, the underlying infrastructure supporting them must evolve,”
This customer momentum reflects enterprise demand across critical technical requirements: from model training through low-latency inference, core-to-edge application hosting, and cloud disaster recovery, allowing organizations to optimize infrastructure performance, span workloads seamlessly, and control spending.
Key Highlights of Customer Momentum:
Enterprise & AI Workloads Lead Growth: Software and SaaS companies represented the overwhelming majority of new customers, underscoring Akamai's strength as a trusted partner for software providers.Demand for Next-Gen GPU Infrastructure: Adoption of specialized accelerated compute, driven by customer wins for Akamai's NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPU instances for AI and compute-heavy workloads.Global Market Expansion: Akamai expanded its customer base across international markets, with Asia-Pacific & Japan (APJ) and EMEA accounting for most new customer additions.Diversified Sector Adoption: Beyond software, Akamai gained traction in high-bandwidth industries, adding notable new customer logos across business services, digital media, and streaming. Representative Customer Wins & Workload Profile:
Next-Gen AI & Pilot GPU Deployments: A leading North American technology innovator is deploying Akamai’s NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPU infrastructure for high-performance AI model testing and specialized compute piloting.Asia-Pacific Cloud & Disaster Recovery: An Asia-Pacific logistics technology provider serving global supply chains is migrating its AI-driven warehouse tracking and automation workloads to Akamai Cloud. By displacing multiple legacy cloud providers, the company is securing the stable, cost-effective GPU and compute infrastructure needed to scale its AI platform and digital workflows sustainably.Developer Platform & SaaS Scale-Up: A rising developer platform is migrating its core microservices architecture from a major hyperscaler to Akamai LKE to resolve legacy cost friction and margin compression. Deploying a tailored mix of GPU, shared, and dedicated compute instances alongside cloud firewalls enables the provider to achieve performance parity, dramatically reduce primary infrastructure costs, and scale nearly 1,500 active microservices efficiently.Digital Media & High-Density Streaming: A global digital media producer selected Akamai GPU compute instances to accelerate streaming infrastructure, video rendering, and content distribution.Healthcare & Public Sector Continuity: A European healthcare research institution is deploying Akamai Cloud infrastructure to power secure, redundant cloud storage and mission-critical disaster recovery operations.Cloud Infrastructure for Media Workloads: A global media technology leader selected Akamai LKE and Object Storage to power its containerized media playout and processing operations. By migrating its compute-intensive digital workflows to Akamai's cloud-native platform, the company optimized its cloud footprint and infrastructure economics while maintaining the high-performance standards required for demanding media applications. “As AI and data-heavy applications mature, the underlying infrastructure supporting them must evolve,” said Adam Karon, Chief Operating Officer and General Manager, Cloud Technology Group at Akamai. “Enterprises can no longer afford to treat cloud compute as a one-size-fits-all model. That shift is why technology leaders are turning to Akamai for high-performance compute and GPU capacity where efficiency and scale matter most.”
To learn more about Akamai Cloud, visit akamai.com/cloud
About Akamai
Akamai is the cloud company that powers and protects an AI-driven world. Our cloud platform extends high-performance cloud computing from the core to the edge, enabling organizations to build and scale next-generation AI applications and providing comprehensive, multilayered security to safeguard enterprises against evolving cyberthreats. Learn more at akamai.com and akamai.com/blog, or follow Akamai Technologies on X and LinkedIn.
Key Takeaways Akamai's security growth and surging CIS business support its shift toward cloud and AI workloads.Anthropic committed $11.6B over seven years to Akamai's cloud, with potential to expand by another $9B.AKAM faces margin compression, delivery weakness and rising capex that could pressure earnings and cash flow. Akamai Technologies Inc. (AKAM - Free Report) is increasingly transforming itself from a traditional content delivery network provider into a cybersecurity and cloud infrastructure player. Solid security demand, rapid growth in Cloud Infrastructure Services (CIS) and rising exposure to artificial intelligence (AI) workloads support its long-term prospects.
However, declining profitability, persistent weakness in the delivery business and significantly higher infrastructure investments suggest that investors should remain cautious about the stock.
Security Business & Cloud Infrastructure: Key Growth AvenuesAkamai’s security portfolio continues to provide stability to the overall business. Second-quarter 2026 security revenues increased 10% year over year to $604 million and accounted for more than half of total revenues. Growing demand for application security, API protection and protection against increasingly sophisticated cyberattacks should support this segment over the long run.
Cloud Infrastructure Services is emerging as one of Akamai’s fastest-growing businesses. CIS revenues surged 39% year over year to $99 million in the second quarter. Through the first half of 2026, Akamai signed several multi-year CIS contracts with an aggregate value of more than $2.8 billion. The expanding contract pipeline indicates growing customer acceptance of Akamai’s distributed cloud platform.
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Anthropic Deal Strengthens AI OpportunityAkamai’s expanded relationship with Anthropic significantly enhances its exposure to AI infrastructure demand. Anthropic committed $11.6 billion over seven years to utilize Akamai’s distributed cloud infrastructure, with the potential for the agreement to expand by an additional $9 billion.
The deal provides solid long-term revenue visibility and validates Akamai’s strategy of positioning its infrastructure closer to workloads and end users.
Delivery Business & Margin Contraction: Major ConcernsDespite strength in security and cloud, Akamai’s legacy delivery operations remain a drag. Revenues from delivery and other cloud applications declined 6% year over year to roughly $396 million in the second quarter. Continued erosion in this business could offset part of the growth generated by newer cloud offerings.
Akamai’s profitability trends are also less encouraging. Second-quarter revenues increased 5% year over year to $1.1 billion, but non-GAAP earnings declined 8% to $1.59 per share. Adjusted EBITDA fell 6%, while non-GAAP operating margin contracted to 25% from 30% in the year-ago quarter.
The divergence between revenue growth and earnings performance highlights the increasing cost burden associated with Akamai’s ongoing transformation.
Rising Capex Could Pressure Cash FlowThe company’s AI infrastructure expansion requires substantial capital investment. Akamai expects approximately $5.5 billion of total capital expenditures related to the Anthropic commitment, including around $1.7 billion of incremental capex in 2026.
Capital intensity was high even before the expanded Anthropic agreement. Second-quarter capital expenditures totaled $347 million, representing approximately 32% of revenues compared with 21% in the prior-year period. Sustained elevated spending could weigh on free cash flow and returns on invested capital, particularly if cloud capacity utilization ramps more slowly than expected.
Price PerformanceAkamai declined 5% over the past six months against the industry’s growth of 14.2%. It has underperformed peers like trivago N.V. (TRVG - Free Report) and Sprout Social, Inc. (SPT - Free Report) . While TRVG has gained 59.7%, SPT jumped 74.5% during this period.
Six-Month AKAM Stock Price Performance
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2026 Outlook Offers Limited Near-Term UpsideManagement currently expects 2026 revenues between $4.45 billion and $4.53 billion. While security and cloud growth should support the top line, continued delivery weakness and elevated infrastructure expenses could restrict meaningful earnings expansion in the near term.
Estimate Revision TrendEarnings estimates for AKAM for 2026 have moved down 4.6% to $6.62 over the past year, while the same for 2027 has decreased 8.6% to $6.79. The negative estimate revision depicts bearish sentiment about the stock’s growth potential.
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Should Investors Buy AKAM Stock?Akamai’s long-term strategic direction remains encouraging. Cybersecurity demand is healthy, CIS is expanding rapidly and the Anthropic partnership significantly strengthens the company’s position in AI infrastructure.
However, the investment case is accompanied by meaningful risks. With declining earnings estimates, the stock is witnessing negative investor sentiment. Margin compression, declining earnings, delivery weakness and sharply rising capital requirements could limit upside until the benefits of Akamai’s cloud investments become more visible.
With a Zacks Rank #3 (Hold), AKAM appears to be treading in the middle of the road, and new investors could be better off if they trade with caution. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Akamai Technologies uzavřela s Anthropic průlomovou dohodu v hodnotě více než 11,6 mld. USD. Firma zároveň mění profil z poskytovatele CDN na infrastrukturu pro cloud a AI.
SummaryAkamai Technologies, Inc. is transforming from a CDN provider to a distributed cloud and AI infrastructure leader, recently securing a landmark $11.6B+ deal with Anthropic.AKAM's CIS segment is driving future growth, with 39% YoY growth in Q2'26 and all GPU capacity sold out; significant revenue acceleration is expected from FY27.Margins and FCF are under pressure due to heavy CapEx (32% of revenue in Q2'26, expected 40% for FY26), but long-term profitability is anticipated to rise.I rate AKAM a Strong Buy, as the market underestimates its CIS and Security segments' potential and the Anthropic deal's impact is not fully priced in. Sundry Photography/iStock Editorial via Getty Images
Investment Thesis Few days ago, I was analyzing Akamai Technologies, Inc. (AKAM), and before I could publish my article, the company announced a milestone agreement with Anthropic (ANTHRO), which
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Akamai oznámila klíčový kontrakt na cloudovou infrastrukturu v hodnotě několika miliard dolarů. Firma to označila za významný impuls pro růst svého podnikání.
Akamai Technologies, Inc. (AKAM) Discusses Landmark Multi-Billion Dollar Cloud Infrastructure Contract and Impact on Business Growth September 24, 2026 5:30 PM EDT
Company Participants
Mark Stoutenberg
F. Leighton - Co-Founder, CEO, President & Director
Ed McGowan - Executive VP, CFO & Treasurer
Conference Call Participants
Lawrence Vensko - Guggenheim Securities, LLC, Research Division
Samik Chatterjee - JPMorgan Chase & Co, Research Division
Sanjit Singh - Morgan Stanley, Research Division
Paramveer Singh - Oppenheimer & Co. Inc., Research Division
Jackson Ader - KeyBanc Capital Markets Inc., Research Division
Rudy Kessinger - D.A. Davidson & Co., Research Division
Fatima Boolani - Citigroup Inc., Research Division
James Fish - Piper Sandler & Co., Research Division
Presentation
Operator
Good day, and welcome to the Akamai Customer Announcement Overview Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Mark Stoutenberg, Head of Investor Relations. Please go ahead.
Mark Stoutenberg
Good afternoon, everyone, and thank you for joining us today on short notice. We have some very exciting news to share from a customer win perspective, and we will get to that in just a moment. Speaking today will be Tom Leighton, Akamai's Chief Executive Officer; and Ed McGowan, Akamai's Chief Financial Officer.
Please note that today's comments include forward-looking statements that include revenue guidance. These forward-looking statements are based on current expectations and assumptions that are subject to certain risks and uncertainties and involve a number of factors that could cause actual results to differ materially from those expressed or implied. The factors include, but are not limited to, any impact from macroeconomic trends, the integration from any acquisition, geopolitical developments, and other risk factors identified with our filings with the SEC.
The statements included on today's call represent the company's views on September 24, 2026, and we assume no obligation
Akamai oznámila sedmiletou smlouvu s Anthropic v hodnotě 11,6 miliardy USD na podporu rostoucí poptávky po výpočetní kapacitě CPU. Dohoda se může zvýšit až o dalších 9 miliard USD.
Anthropic to leverage Akamai Cloud's distributed infrastructure and software to support CPU workload growth at scaleThe transaction provides for the potential expansion of the relationship by up to an additional $9 billion, which represents a total potential commitment of approximately $20 billionAkamai has issued a warrant to Anthropic, the continued vesting of which is tied to the successful expansion of the relationship, for up to approximately 5% of Akamai’s common stock outstanding. A portion of the warrant representing approximately 2% of Akamai’s common stock outstanding is expected to vest in connection with today’s announced commitment CAMBRIDGE, Mass., Sept. 24, 2026 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), today announced a significantly expanded relationship with Anthropic for $11.6 billion of contractual commitment over seven years. The multi-year commitment will support Anthropic's accelerating CPU workload demands by leveraging Akamai Cloud's distributed AI infrastructure and software.
The deal adds to the more than $2.8 billion in multi-year Cloud Infrastructure Services (CIS) commitments across Akamai’s customer base previously announced this year. These agreements underscore a growing demand for Akamai to enable customers to build, deploy and operate AI workloads at scale.
As part of the increased strategic alignment between Akamai and Anthropic, Akamai has issued a warrant to Anthropic for the purchase of non-voting convertible Series B Preferred Stock representing 7.7 million shares of Akamai’s common stock on an as-converted basis, or up to approximately 5% of Akamai’s common stock outstanding, at an exercise price of $111.33 per share of common stock. A portion of the warrant representing approximately 2% of Akamai’s common stock outstanding is expected to vest in connection with today’s announced $11.6 billion commitment. The remaining approximately 3% would vest throughout the successful expansion of the commitment up to an additional $9 billion within the seven-year term of the warrant. Each additional $3 billion purchase of cloud services, at mutually agreed upon terms, will result in the vesting of approximately 1% of Akamai’s common stock outstanding.
"Anthropic is advancing the AI revolution and we are thrilled they chose Akamai’s capabilities for building and operating AI infrastructure at scale,” said Dr. Tom Leighton, co-founder and CEO, Akamai. “Akamai has an unparalleled reputation for helping our customers achieve their business-critical goals and build the future. Our expanding global footprint, combined with our years of experience serving the world’s largest enterprises, positions us to be the infrastructure provider for secure and responsible AI applications and workloads.”
Akamai Cloud supports a continuum of compute from core to edge, with a vastly distributed network spanning thousands of points of presence. The platform is built with diversified hardware to enable customers to build and run applications and optimize how they are served to their users and agents. Akamai's global infrastructure enables the full lifecycle of applications in the AI era, and ensures they are fast, reliable and secure.
Total capital expenditures related to today’s $11.6 billion commitment are estimated to be approximately $5.5 billion. Akamai anticipates no impact to the company's 2026 revenue guidance, and an increase of approximately $1.7 billion in capital expenditures in 2026 to secure and pre-purchase critical supply chain components, including memory.
The company will host a conference call today at 5:30 p.m. Eastern Time. The call can be accessed via 1-833-634-5020 (or 1-412-902-4238 for international calls) and using passcode Akamai Technologies Call. A live webcast of the call may be accessed at www.akamai.com in the Investor Relations section. In addition, a replay of the call will be available for two weeks following the conference by calling 1-855-669-9658 (or 1-412-317-0088 for international calls) and using passcode 2566572. The archived webcast of this event may be accessed through the Akamai website.
About Akamai
Akamai is the cloud company that powers and protects an AI-driven world. Our cloud platform extends high-performance cloud computing from the core to the edge, enabling organizations to build and scale next-generation AI applications while delivering comprehensive, multi-layered security to safeguard enterprises against evolving cyber threats. Learn more at akamai.com and akamai.com/blog, or follow Akamai Technologies on X and LinkedIn.
Akamai Statement Under the Private Securities Litigation Reform Act
This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 regarding future events and the future results of Akamai. All statements other than statements of historical facts are statements that could be deemed forward-looking statements. Such forward-looking statements include, but are not limited to, statements about Akamai’s capabilities, the expected benefits of the transaction to Akamai, the potential impact of the issuance of the warrant, the potential expansion of the relationship between Akamai and Anthropic and the impact of the transaction on Akamai’s financial condition and financial guidance. These statements are subject to risks and uncertainties and are based on the beliefs and assumptions of Akamai’s management as of the date hereof based on information currently available to Akamai’s management. Use of words such as “believes,” “could,” “expects,” “anticipates,” “intends,” “plans,” “seeks,” “projects,” “estimates,” “should,” “would,” “forecasts,” “if,” “continues,” “goal,” “likely,” “may,” “will,” variations of such words or similar expressions are intended to identify a forward-looking statement. Forward-looking statements are not guarantees of future performance and involve risks, uncertainties and assumptions. Actual results may differ materially from the forward-looking statements Akamai makes as a result of various factors, including, but not limited to: Akamai being unable to achieve the anticipated benefits of the transaction; Akamai’s capabilities failing to meet expectations, including due to defects, security breaches, delays in performance or other similar problems; effects of competition, including pricing pressure, data center capacity and changing business models; impact of macroeconomic trends, including economic uncertainty, turmoil in the financial services industry, the effects of inflation, rising and fluctuating interest rates, foreign currency exchange rate fluctuations, securities market volatility and monetary supply fluctuations; potential cash flow constraints and the ability to raise capital; continuing supply chain and logistics costs, constraints, changes or disruptions; defects or disruptions in Akamai’s products or IT systems, including cyber-attacks, data breaches or malware; changes to economic, political and regulatory conditions in the United States or internationally; and other factors that are discussed in the company’s most recent Annual Report on Form 10-K, subsequent quarterly reports on Form 10-Q and other documents filed with the Securities and Exchange Commission. Potential investors, stockholders and other readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date on which they were made. Akamai disclaims any obligation to update any forward-looking statements as a result of new information, future events or otherwise.
Akamai rozšířila spolupráci s MuleSoft, aby propojila API Security s Agent Fabric a zlepšila dohled nad API, agenty i MCP servery. Integraci už používá více než 20 zákazníků.
Expanded bidirectional integration connects Akamai API Security intelligence with Agent Fabric, extending governance across APIs, agents, and MCP serversHelps organizations discover, understand, and govern APIs and MCP servers across distributed environmentsMore than 20 joint customers already use the integration to eliminate critical security blind spots across enterprise API environments
CAMBRIDGE, Mass., Sept. 10, 2026 (GLOBE NEWSWIRE) -- With unmonitored APIs and shadow AI deployments continuing to create critical security blind spots that leave corporate data exposed, Akamai (NASDAQ: AKAM) today announced an expanded technology collaboration with MuleSoft to help eliminate these risks. This comes as 87% of organizations reported an API-related security incident during 2025, according to survey responses in the 2026 Akamai API Security Impact Study.
As enterprises deploy Agentforce and other AI agents at scale, Agent Fabric governs the underlying agents, APIs, and MCP servers that make agentic workflows possible. This integration extends that governance with Akamai’s runtime security intelligence, closing the gap between security monitoring and operational governance.
The integration establishes a two-way data synchronization layer between the two platforms. MuleSoft Exchange automatically synchronizes API specifications and environment data with Akamai. Teams can verify live traffic against design blueprints and instantly identify drift, including undocumented or obsolete endpoints.
At the same time, Akamai continuously analyzes API activity from connected traffic sources and environments, feeding behavioral analytics and threat risk scores into MuleSoft’s unified control plane. Akamai reveals API traffic that would otherwise be hidden, giving organizations a broader view of their entire API estate while effectively closing the shadow API and MCP server blind spots that traditional, point-in-time API security tools don’t reach.
Agent Fabric provides the management, governance, and policy framework for APIs, MCP servers, agents, and AI interactions. Akamai API Security provides dedicated discovery, posture assessment, runtime analysis, and testing across the broader API estate. Teams can use the integrated capabilities to better understand what exists, what is governed, and where security action is needed.
“Security teams can’t protect APIs that they can’t see or understand in context,” said Oz Golan, Vice President, API Security Product & Engineering at Akamai. “Our collaboration with MuleSoft helps joint customers connect API management context with API security insights, so they can identify potentially unprotected APIs, improve inventory accuracy, and reduce risk across the APIs and MCP servers powering today’s applications.”
“APIs are the connective tissue of modern enterprises, and they are becoming even more critical as organizations build AI-driven and agentic applications,” said Karl Albertsen, VP of Product Management at MuleSoft. “By integrating Akamai API Security with the MuleSoft platform, we are helping customers improve visibility, strengthen governance, and apply consistent policies across the APIs, agents, and MCP assets powering their digital business.”
Availability
The technology integration between Akamai API Security and Agent Fabric is currently available and already in use by more than 20 organizations. Akamai plans to introduce additional product updates in the second half of 2026, including native MuleSoft onboarding features and expanded runtime security for AI and MCP environments.
Akamai will demonstrate these capabilities at Salesforce Dreamforce, September 15–17, 2026, at the Moscone Center in San Francisco.
About MuleSoft
MuleSoft, a Salesforce company, provides an enterprise-grade integration and API platform that empowers organizations to connect data, applications, and devices across on-premises and cloud environments. Through Agent Fabric, MuleSoft unifies integration, API management, and agent/AI governance, enabling businesses to quickly build and govern connected experiences — paving the way for the secure, agentic enterprise.
About Akamai
Akamai is the cybersecurity and cloud computing company that powers and protects business online. Our market-leading security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. Akamai’s full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. Global enterprises trust Akamai to provide the industry-leading reliability, scale, and expertise they need to grow their business with confidence. Learn more at akamai.com and akamai.com/blog, or follow Akamai Technologies on X and LinkedIn.
Akamai oznámila alianci s Deloitte Canada, která má firmám pomoci vybudovat odolnost proti hrozbám urychleným umělou inteligencí. Partnerství kombinuje bezpečnostní služby Deloitte s platformou Akamai Application Protection Platform.
CAMBRIDGE, Mass., Aug. 25, 2026 (GLOBE NEWSWIRE) -- Today, Akamai (NASDAQ: AKAM) announced an alliance with Deloitte Canada, highlighting their shared commitment to building proactive cyber resilience. This alliance helps solve complex business challenges by combining Deloitte’s world-class cybersecurity advisory and managed services with Akamai’s advanced security capabilities.
Modern chief information security officers (CISOs) face an escalating landscape in which advanced frontier AI models have accelerated vulnerability discovery to machine speed, drastically collapsing the window between threat identification and exploitation. Compounding this challenge is a fragmented ecosystem of siloed security tools that increase operational costs and complexity.
Deloitte and Akamai are addressing this by enabling platform-based resilience to help organizations match this new machine-speed threat. This platform-based resilience simplifies cybersecurity architectures, reduces tool sprawl, and boosts organizational agility.
The alignment supports Akamai’s strategic partner program goal of building on trusted solutions to move organizations away from reactive patching and toward proactive, platform-based resilience and containment.
Proven joint solution delivery
As an Akamai Elite Tier Global Systems Integrator partner, Deloitte provides leading professional services to nearly 90% of the Fortune Global 500® and thousands of private companies.
To counter the continuous, machine-speed interrogation of environments by advanced AI, Akamai and Deloitte will collaborate to deliver a robust defense-in-depth strategy powered by the enterprise-grade Akamai Application Protection Platform, including:
Microsegmentation (Akamai Guardicore Segmentation): Preventing lateral threat movement and accelerating Zero Trust maturityWAF/DDoS protection (Akamai App & API Protector and Akamai Prolexic): Safeguarding critical web applications and mitigating high-volume infrastructure attacksAkamai API Security: Discovering, monitoring, and securing vulnerable API endpoints
Deloitte guides organizations through an end-to-end transformation that operationalizes the Akamai Application Protection Platform to achieve long-term resilience. This includes:
Cohesive cyber strategy: Aligning security investments with stringent compliance and data privacy requirementsSecurity architecture and implementation: Providing specialized end-to-end delivery to seamlessly integrate Akamai solutions into existing workflowsFuture-ready growth: Empowering organizations to safely adopt emerging cyber technologies and accelerate secure cloud transformation and migration
Through continuous collaboration, knowledge sharing, and joint go-to-market initiatives, the partnership is committed to delivering sustained value and protection for organizations across North America.
Deloitte Canada was recently recognized as the Akamai 2025 North America Services Provider of the Year, underscoring its exceptional capability in executing these critical security integrations. In an era when AI-accelerated vulnerability discovery demands rapid remediation, this award highlights Deloitte’s proven track record of equipping clients with the decision velocity required to stay ahead of modern threats.
“Akamai and Deloitte Canada are offering solutions for security teams confronted with increased operational costs and complexity,” said PJ Joseph, Executive Vice President, Global Sales and Services at Akamai. “By shifting organizations away from fragmented, siloed tools toward a unified, proactive platform approach, this new alliance will help CISOs build true cyber resilience while accelerating digital transformation journeys.”
“This alliance reflects our shared dedication to helping clients navigate their most complex cybersecurity challenges,” said Alejandro Campos, Partner, Cyber Risk Services at Deloitte Canada. “By combining Akamai’s market-leading capabilities with our deep industry experience and end-to-end services, we enable organizations to simplify their security stacks, mitigate critical risks, and confidently embrace next-generation technologies.”
About Akamai
Akamai is the cybersecurity and cloud computing company that powers and protects business online. Our market-leading security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. Akamai’s full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. Global enterprises trust Akamai to provide the industry-leading reliability, scale, and expertise they need to grow their business with confidence. Learn more at akamai.com and akamai.com/blog, or follow Akamai Technologies on X and LinkedIn.
Akamai ve 2. čtvrtletí 2026 zvýšil tržby CIS o 39 % na 99 milionů USD díky poptávce po AI a kapacitě GPU. Firma čeká, že CIS v roce 2026 poroste alespoň o 50 % v konstantní měně.
Key Takeaways Akamai's CIS revenues rose 39% year over year to $99 million in Q2 2026.Rising demand for AI workloads and GPU capacity is driving growth in Akamai's cloud infrastructure business.Akamai signed more than $2.8 billion in multi-year CIS commitments and expects at least 50% 2026 growth. Akamai Technologies, Inc. (AKAM - Free Report) is benefiting from solid demand in the Cloud Infrastructure Services (CIS) segment. The segment generated $99 million of revenues in the second quarter of 2026, up 39% year over year.
Its CIS business is benefiting primarily from the rapid expansion of artificial intelligence (AI) workloads. AI adoption is moving beyond model training toward inference and AI-agent applications. These enterprises increasingly need computing resources to ensure low latency. Akamai is positioning its distributed infrastructure to process these workloads closer to end users. Rather than relying on centralized data centers, this approach is boosting responsiveness while reducing latency.
Strong demand for GPU (Graphics Processing Unit) capacity for AI inference and compute-intensive applications is another growth driver. Akamai reported that its existing GPU capacity was completely sold out, prompting the company to expand its infrastructure to accommodate other customers. AKAM expects to invest up to $500 million in additional capital expenditure to support the growing demand.
In fiscal 2026, the company has signed more than $2.8 billion in multi-year CIS commitments, including a more than $600 million, four-year agreement with a U.S. tech company for robotics-related infrastructure. These large, multi-year enterprise contracts will likely ensure long-term sustainable growth in this segment.
Akamai’s global and distributed infrastructure footprint is a major advantage. The company has infrastructure deployed across more than 700 cities in 130 countries. This allows it to combine core cloud capacity with edge computing. The company expects CIS revenues to grow at least 50% in constant currency for full-year 2026.
Other Tech Companies in Cloud Infrastructure DomainCoreWeave (CRWV - Free Report) is emerging as a major player in AI-focused cloud infrastructure. In the second quarter of 2026, the company generated record revenues of $2.6 billion, representing 112% year-over-year growth, while its revenue backlog reached $104 billion. The company is witnessing solid demand for its GPU capacity. Managed inference is becoming an increasingly important growth vertical for CoreWeave as AI moves from experimentation and development to production and inference. In 2026, CRWV expects to generate at least $250 million of managed inference average recurring revenue.
Oracle Corporation's (ORCL - Free Report) cloud infrastructure business is experiencing solid momentum, with multi-cloud database services gaining significant traction across enterprise customers. Its end-to-end technology stack, spanning database, applications, and infrastructure, creates unique value for enterprise customers seeking simplified vendor relationships and seamless integration. The company's ability to deliver complete solutions reduces implementation complexity and total cost of ownership, strengthening customer loyalty and increasing wallet share. In the fourth quarter, Oracle’s cloud revenues (SaaS plus IaaS) increased 47% in USD and 46% in constant currency to $9.9 billion.
AKAM’s Price Performance, Valuation & EstimatesAkamai shares have rallied 44.3% over the past year compared with the industry’s 57.6% growth.
Image Source: Zacks Investment Research
Going by the price/earnings ratio, the company's shares currently trade at 15.79 forward earnings, lower than 20.41 for the industry.
Image Source: Zacks Investment Research
Earnings estimates for 2026 have declined, while those for 2027 have increased over the past 60 days.
Image Source: Zacks Investment Research
Akamai stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Akamai zvýšil tržby v segmentu Cloud Infrastructure Services o 39 % na 99,3 milionu USD a v segmentu Security o 10 % na 604,4 milionu USD. Segment Delivery ale klesl o 6 % a kapitálové výdaje ve výši 346,5 milionu USD tlačily na zisk.
Key Takeaways Akamai's Cloud Infrastructure Services revenue jumped 39%, while Security revenue rose 10%.Akamai has secured more than $2.8 billion in multiyear cloud commitments year to date.Delivery revenues fell 6%, while $346.5 million in quarterly capex weighed on profitability. Akamai Technologies, Inc. (AKAM - Free Report) presents a trade-off between accelerating AI infrastructure and Security opportunities and the financial costs of pursuing those markets. Cloud Infrastructure Services and Security are growing at double-digit rates, while Delivery remains under pressure and higher infrastructure spending is weighing on profitability. Investors therefore need to assess whether Akamai can sustain its newer growth engines while offsetting weakness in its legacy business.
Akamai’s AI Pipeline Strengthens the Growth CaseCloud Infrastructure Services revenue increased 39% year over year to $99.3 million in the second quarter. The company expects this business to grow at least 50% in 2026 and to accelerate in the fourth quarter and through 2027.
Akamai has signed more than $2.8 billion of multiyear Cloud Infrastructure Services commitments year to date, including a four-year agreement worth more than $600 million with a U.S. technology company for robotics development. Management now expects overall revenue growth to reach the low teens in 2027.
Akamai Security Adds Another Growth EngineSecurity revenue rose 10% year over year to $604.4 million in the second quarter, with growth led by API Security and Guardicore Segmentation. Web Application Firewall demand also benefited from customers seeking protection against vulnerabilities associated with AI.
The acquisition of LayerX, now Akamai Workforce Protector, adds browser and AI usage controls to Akamai’s Zero Trust portfolio. The expansion gives the company another way to address security requirements as enterprises deploy AI applications and workloads.
Akamai’s Delivery Weakness Limits UpsideDelivery and other cloud applications revenue declined 6% year over year to $395.9 million in the second quarter. The segment has remained under pressure from pricing dynamics and changing traffic patterns.
Because Delivery remains a sizable part of Akamai’s business, its contraction limits the pace at which faster-growing Cloud Infrastructure Services and Security can lift consolidated revenue. Second-quarter total revenue increased 5% to $1.1 billion despite the sharp rise in Cloud Infrastructure Services.
Akamai’s Valuation Meets Rising Investment NeedsAkamai trades at 16.78X forward 12-month earnings, below the 20.2X multiple for its Zacks sub-industry. The valuation provides some support, but the company is spending heavily to expand its cloud and AI infrastructure, with capital expenditures reaching $346.5 million in the second quarter.
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Dropbox, Inc. (DBX - Free Report) is an Internet-Services provider and operates a global collaboration platform, while Trade Desk, Inc. (TTD - Free Report) provides a cloud-based platform for digital advertising buyers. Their business models differ from Akamai’s, but both provide additional context for investors evaluating technology companies within the broader Internet-Services group.
Akamai’s Rank Signals a Cautious DecisionAkamai currently carries a Zacks Rank #4 (Sell), with a Value Score of D, Growth Score of F, Momentum Score of A and VGM Score of D. The A Momentum Score points to favorable momentum characteristics, but the weaker Value, Growth and VGM Scores indicate less favorable characteristics across those styles.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Style Scores are designed to complement the Zacks Rank rather than override it. The Style Score framework favors Zacks Rank #1 and #2 stocks with A or B Style Scores and states that a stock with a Zacks Rank #4 or #5 should not be bought even if its Style Score is A or B. For Akamai, the current mix supports a cautious stance while investors monitor whether AI infrastructure growth can translate into stronger consolidated results.
Akamai Technologies překonala odhady za 2. čtvrtletí díky silné poptávce po cloudové infrastruktuře a bezpečnostních službách. Společnost vykázala tržby 1,099 miliardy USD a upravený zisk na akcii 1,59 USD. Akcie v poobchodním obchodování vzrostly o 10,5 %.
Aug 6 (Reuters) - Akamai Technologies (AKAM.O), opens new tab beat analysts' estimates for the second quarter on Thursday, supported by steady demand across its security and cloud infrastructure services portfolios, sending its shares up 10.5% in extended trading.
The company recorded cloud infrastructure services revenue of $99 million, up 39% over the year earlier.
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Here are some details:
The cybersecurity and cloud computing company's customers include Adobe (ADBE.O), opens new tab, eBay (EBAY.O), opens new tab and Electronic Arts, as well as the U.S. defense and labor departments.
Its second-quarter revenue came at $1.099 billion, slightly ahead of analysts' average estimate of $1.092 billion, according to data compiled by LSEG.
Its adjusted profit per share of $1.59 also topped the estimate of $1.57.
The company expects third-quarter revenue to be between $1.11 billion and $1.13 billion, and adjusted profit at $1.6 to $1.8 per share — both largely in line with estimates.
Reporting by Arunesh Sinha; Editing by Shilpi Majumdar
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Akamai Technologies ve 2. čtvrtletí 2026 zvýšila tržby o 5 % na 1,1 miliardy USD a oznámila kontrakt v hodnotě více než 600 milionů USD na cloudovou infrastrukturu pro robotiku. Veškerá dostupná GPU kapacita je vyprodaná.
Forget The Chips? Cloud Stocks Are The New Hardware Akamai Technologies NASDAQ: AKAM reported second-quarter 2026 revenue growth of 5% and highlighted expanding demand for its cloud infrastructure services and security offerings as enterprises deploy artificial intelligence workloads.
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Chief Executive Officer Tom Leighton said the company signed a four-year commitment worth more than $600 million with a U.S.-based technology company to provide cloud infrastructure services for robotics development. The deal brought Akamai’s total volume of multi-year cloud infrastructure commitments signed so far in 2026 to more than $2.8 billion.
Cybersecurity Demand Is High—Yet This ETF Is on Sale“Akamai continues to build momentum and gain wide industry recognition as a key infrastructure provider for the AI-driven economy,” Leighton said. The company expects the new robotics customer to have no material revenue effect in 2026, with revenue expected to ramp fully during 2027.
Second-Quarter Results Chief Financial Officer Ed McGowan said second-quarter revenue was $1.1 billion, up 5% year over year on both a reported and constant-currency basis.
Cloud infrastructure services revenue was $99 million, rising 39% year over year. Security revenue totaled $604 million, up 10% as reported and 9% in constant currency. Delivery and other cloud applications revenue was $396 million, down 6% as reported and 5% in constant currency. International revenue was $549 million, up 6% as reported and representing about half of total quarterly revenue. Akamai: AI Tailwinds Drive Edge Computing and Security GrowthNon-GAAP net income was $236 million, or $1.59 per diluted share, down 8% from a year earlier. Akamai’s non-GAAP operating margin was 25% for the quarter. McGowan said earnings reflected increased co-location investments, depreciation and headcount expenses intended to support growth in cloud infrastructure services.
Capital expenditures were $347 million, or 32% of revenue, below the company’s prior expectations because certain GPU shipments arrived several weeks after the quarter ended. The delayed equipment spending shifted principally into the third quarter.
Cloud Capacity, AI Demand and Investment Akamai said all of its available GPU capacity is sold out. McGowan said the company plans to invest up to $500 million to replenish and expand GPU capacity, including roughly $60 million during 2026 and the remainder in early 2027.
The company said customers increasingly seek to reserve capacity months in advance under arrangements comparable to cloud reserved instances. Management said large cloud infrastructure contracts generally take six to nine months from signing to revenue recognition, as equipment is procured, data-center capacity is prepared and systems are deployed.
McGowan said Akamai expects cloud infrastructure services revenue to accelerate meaningfully in the fourth quarter and continue accelerating in 2027. The company expects its overall revenue growth rate to move from single digits in 2026 to the low teens in 2027, supported by signed commitments and its pipeline.
Management said the company’s distributed network, which spans more than 700 cities in 130 countries, supports AI inference workloads that require lower latency or proximity to data and users. Leighton cited robotics as an example where video processing and rapid response times can make edge-based inference useful. He said Akamai is not focused on training giant foundation models, but can support the usage of models and training of medium or smaller models.
Akamai said large-scale cloud infrastructure contracts in its signed business and active pipeline have non-GAAP cash gross margins ranging from the mid-60% range to the mid-70% range. After hardware depreciation and other operating expenses, management said such contracts typically produce non-GAAP operating margins from the low-to-mid-20% range through the low 30% range.
Security Business and LayerX Acquisition Security growth was driven by demand for Akamai’s Web Application Firewall, API Security and Guardicore Segmentation products, according to Leighton. He said customers are seeking protection against vulnerabilities and larger attacks associated with greater adoption of AI tools and models.
The company cited a $14 million upgrade from one of the world’s largest banks to secure all of its applications, as well as a security and cloud infrastructure services renewal upgrade worth more than $20 million over two years with a large telecommunications provider.
Akamai also said CrowdStrike switched to Akamai for web security and content delivery. Leighton said CrowdStrike had been dissatisfied with inconsistent service from its prior provider.
On July 2, Akamai completed its acquisition of LayerX for approximately $205 million. The business has been rebranded as Akamai Workforce Protector and is intended to provide visibility and controls for enterprise browser activity, SaaS usage, file uploads and AI prompts. McGowan said the acquisition is not expected to have a material effect on 2026 revenue but is expected to reduce non-GAAP earnings per share by about $0.12 for the year, split evenly between the third and fourth quarters.
Akamai expects its security portfolio to generate more than $2.4 billion in revenue during 2026, Leighton said.
Guidance and Capital Allocation For the third quarter, Akamai forecast revenue of $1.105 billion to $1.13 billion, representing reported growth of 5% to 7%. The company projected non-GAAP earnings per share of $1.60 to $1.80 and a non-GAAP operating margin of approximately 24% to 26%.
Third-quarter capital expenditures are expected to range from $475 million to $525 million, or about 43% to 46% of revenue, as the company absorbs delayed GPU shipments and builds capacity for recently announced contracts.
For full-year 2026, Akamai forecast revenue of $4.445 billion to $4.53 billion, up 6% to 8% as reported. It maintained expectations for cloud infrastructure services growth of at least 50% in constant currency, high-single-digit constant-currency security growth, and a mid-single-digit decline in delivery and other cloud applications revenue. Full-year non-GAAP earnings per share are expected to be $6.40 to $7.05.
In May, Akamai raised $3.5 billion through two tranches of zero-coupon convertible debt due in 2030 and 2032. The company ended the quarter with approximately $4.6 billion in cash equivalents and marketable securities. It repurchased roughly 3 million shares for approximately $410 million during the quarter, but said it is temporarily pausing share repurchases to direct capital toward cloud infrastructure growth.
About Akamai Technologies (NASDAQ:AKAM)Akamai Technologies, Inc is a leading provider of content delivery network (CDN) services and cloud security solutions designed to optimize and safeguard digital experiences. Leveraging a globally distributed platform, the company accelerates web and mobile content delivery for enterprises, media companies, e-commerce platforms and government agencies. Its edge computing architecture brings processing power closer to end users, reducing latency and improving application performance across geographies.
The company's core offerings include content acceleration, web and mobile performance optimization, media delivery, and a suite of cybersecurity solutions that protect against DDoS attacks, application-layer threats and bot-driven fraud.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Akamai uvedla Workforce Protector, novou bezpečnostní vrstvu pro řízení využívání AI a ochranu dat v reálném čase. Řešení funguje bez změny síťové architektury a bez dopadu na uživatelský komfort.
Secure AI acceleration: Organizations can confidently adopt and scale AI technologies safely and prevent data exposure.Zero-disruption protection: The solution secures users across existing browsers, SaaS platforms, and desktop applications, without changing the network architecture or impacting the user experience.Redefining workforce security: Akamai Workforce Protector (formerly LayerX) secures the activities of the modern AI-powered workforce — both humans and AI agents — directly at the point of interaction, in real time, with a comprehensive interaction security platform.
CAMBRIDGE, Mass., Aug. 05, 2026 (GLOBE NEWSWIRE) --
Delivering the dedicated interaction security solution for the AI era, Akamai (NASDAQ: AKAM) today announced Akamai Workforce Protector (formerly LayerX), a security layer of a platform that already secures applications, APIs, and infrastructure. The new offering delivers comprehensive visibility, AI usage control, secure enterprise browser capabilities, and real-time data loss prevention and is also natively integrated with Akamai’s global private access solution.
Akamai Workforce Protector governs how employees engage with AI, SaaS, web, and private applications, as well as enterprise data, at the exact point of interaction. This launch also introduces advanced capabilities that extend visibility into modern desktop AI applications and emerging AI workflows.
Workforce Protector enables organizations to perform critical security functions that were previously too complex or disruptive to deploy:
Real-time AI governance: Discover “shadow AI” usage, govern how employees interact with AI tools, and enforce adaptive policies directly inside browser sessions.Zero-disruption deployment: Deploy immediate controls with no user friction. Users do not have to switch browsers, and organizations do not need to redesign their network architecture.Real-time data protection: Prevent critical data loss at the precise moment of interaction, stopping sensitive data from being uploaded to unauthorized AI models or downloaded from enterprise applications to employee endpoints.
According to the Gartner® Market Guide for Secure Enterprise Browsers, by 2028, “25% of organizations will augment existing secure remote access tools by deploying at least one secure enterprise browser technology, up from approximately 10% today.”1
1 GARTNER is a trademark of Gartner, Inc. and/or its affiliates.
Why interaction security matters
Modern enterprise work is no longer confined to fixed assets or physical locations. Instead, it is a continuous stream of interactions — an employee opening a SaaS app, an AI agent calling an API, or a workload reaching across an internal network. Traditional security models designed around zones and perimeters assume assets stay still.
Interaction security flips this paradigm by ensuring security follows the work, applying protection directly at the point of interaction across three domains: the workforce, applications/APIs, and infrastructure. Organizations can now safely accelerate enterprise-wide AI adoption by mitigating data exposure and governance risks at the point of interaction.
“Work is a nonstop flow of digital connections,” said Ofer Wolf, Senior Vice President, General Manager, Enterprise Security at Akamai. “With Akamai Workforce Protector, we’re making sure security follows your people and the AI agents they use wherever they go, rather than just guarding an office building. We want to give companies the safety net they need to embrace AI confidently, without slowing down their teams or forcing anyone to change how they get things done.”
Workforce Protector complements existing security investments, addressing critical gaps left by traditional Security Service Edge (SSE), Cloud Access Security Broker (CASB), and data loss prevention (DLP) tools. It integrates seamlessly into Akamai’s broader security portfolio, allowing enterprises to manage workforce, application, and infrastructure security under a unified vision with unmatched performance and reliability. It also leverages Akamai’s vast distributed network to allow enterprises and their users to seamlessly connect to their applications and infrastructure from anywhere at any time.
To learn more about Workforce Protector and how to secure your workforce’s AI interactions, visit the Akamai Workforce Protector page.
About Akamai
Akamai is the cybersecurity and cloud computing company that powers and protects business online. Our market-leading security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. Akamai’s full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. Global enterprises trust Akamai to provide the industry-leading reliability, scale, and expertise they need to grow their business with confidence. Learn more at akamai.com and akamai.com/blog, or follow Akamai Technologies on X and LinkedIn.
Akamai varuje, že 5 % vysoce rizikových zaměstnanců generuje většinu firemních AI promptů a vytváří velké mezery v přehledu o „shadow AI“. Zpráva také popisuje tři nové AI útoky, které obcházejí tradiční perimetrální obranu.
The rise of the “AI power user”: Although AI has expanded across every business function, risk is heavily concentrated. A highly active group of power users are driving the vast majority of enterprise AI exposure.The dominance of “shadow AI”: Security teams are suffering from a severe visibility gap, focusing heavily on a few approved platforms while a massive “long tail” of unmanaged apps runs silently beneath the surface.The emergence of AI-native attack vectors: The new report details three novel threat methodologies discovered by researchers in 2026 that bypass traditional perimeter defenses entirely.
CAMBRIDGE, Mass., Aug. 05, 2026 (GLOBE NEWSWIRE) --
Akamai (NASDAQ: AKAM) released a new State of the Internet (SOTI) security report today that details how rogue browser extensions and vulnerable autonomous agents are actively expanding the enterprise threat surface. The Enterprise AI Usage Risk Report 2026 reveals how decentralized shadow AI, highly active AI power users, and silent browser extensions are exposing critical corporate assets to entirely new classes of cyber risk.
The report tracks a profound shift in corporate AI adoption. What began in early 2025 as cautious experimentation has solidified into a structural mandate. However, this rapid integration has outpaced traditional security guardrails.
“AI is no longer just a productivity booster; it is a collaborative colleague with direct access to the corporate crown jewels,” said Or Eshed, Vice President, Enterprise Security Product and Engineering of Akamai. “Traditional data loss prevention tools were built for an era of file transfers and emails. Today, sensitive corporate data is being systematically fragmented across millions of fluid prompts, unmanaged personal accounts, and autonomous AI agents. Security leaders must pivot from trying to block AI to continuously governing how it operates at the interaction level.”
Emerging AI-native attack vectors
The report details three novel threat methodologies discovered by researchers in 2026 that bypass traditional perimeter defenses entirely.
Vibe hacking: Attackers covertly manipulate local markdown instruction files within a developer’s environment. This subtle modification tricks frontier coding assistants into generating insecure outputs or executing unauthorized actions — mimicking a developer’s normal workflow.CursorJacking: Rogue browser extensions exploit broad permissions to silently harvest API keys, proprietary codebases, and conversational history directly from the browser environment. This is a high-impact exploit targeting popular AI coding assistants (like Cursor).CometJacking: By embedding malicious instructions on a public web page, attackers use indirect prompt injection to manipulate the user’s local AI agent. The compromised agent can then exfiltrate local files, emails, and session credentials without the user’s knowledge. This threat targets agentic browsers like Perplexity’s Comet AI.
The 2026 CISO roadmap to secure AI
To capture the economic benefits of AI without exposing critical data, Akamai’s report outlines five core mitigation strategies for modern CISOs.
Target AI power users: Target telemetry, monitoring, and tailored coaching toward the 5% of high-risk employees who are driving the majority of interactive AI prompts.Eliminate shadow AI: Force single sign-on (SSO) federation across all platforms and continuously discover the long tail of niche AI software as a service (SaaS) tools.Inspect the interaction layer: Transition from static DLP to real-time, contextual analysis of prompts, copy/paste buffers, and document uploads.Vet browser and IDE extensions: Treat extensions as highly privileged software. Almost 75% of AI extensions demand high or critical permissions, and 16.3% contain known CVEs.Secure AI agents: Establish strict, least-privilege boundaries and behavioral monitoring for autonomous AI agents that act on behalf of employees.
Now in their 12th year, Akamai’s SOTI reports continue to offer critical insights on cybersecurity trends and web performance, drawn from attacks viewed across Akamai’s cybersecurity infrastructure, which handles a significant portion of global web traffic.
About Akamai
Akamai is the cybersecurity and cloud computing company that powers and protects business online. Our market-leading security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. Akamai’s full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. Global enterprises trust Akamai to provide the industry-leading reliability, scale, and expertise they need to grow their business with confidence. Learn more at akamai.com and akamai.com/blog, or follow Akamai Technologies on X and LinkedIn.
Key Takeaways Akamai is expected to post year-over-year revenue growth in second-quarter 2026 results.AKAM expanded API security and AI security offerings by partnering with Arrow Electronics to widen reach.AKAM faces pressure from legacy delivery weakness, higher investments and softer enterprise spending. Akamai Technologies, Inc. (AKAM - Free Report) is set to report second-quarter 2026 results on Aug. 6, after the closing bell. It pulled off a trailing four-quarter earnings surprise of 7.54% on average, beating estimates on the previous three occasions and matching once.
The company is expected to record year-over-year revenue growth, supported by strength in its cybersecurity and cloud businesses. However, higher investments and continued weakness in its legacy content delivery business are likely to have weighed on margins and profitability.
Factors at PlayDuring the second quarter of 2026, Akamai introduced Security Posture Center and Code-to-Runtime Mapping to strengthen its API Security offerings. The enhanced capabilities are expected to have boosted demand for the company's API security solutions by improving API visibility and threat protection, supporting incremental revenue growth.
Akamai expanded its go-to-market reach through a partnership with Arrow Electronics during the quarter under review. The collaboration is expected to have broadened its distribution network, expanded its enterprise reach and strengthened sales opportunities for its cybersecurity and cloud solutions.
During the quarter, the company further enhanced its artificial intelligence (AI) security portfolio with the launch of Agentic Security Framework. The new solution is expected to have encouraged early enterprise adoption of AI security capabilities, reinforcing Akamai's position in the fast-growing market for secure AI-driven applications, making a positive impact on revenues.
However, Akamai's performance during the to-be-reported quarter is likely to have remained under pressure with continued weakness in its legacy content delivery business and higher investments in cloud infrastructure, AI and security offerings. Uncertain macroeconomic conditions and cautious enterprise spending might have limited its customer demand and affected its bottom line.
For the June quarter, the Zacks Consensus Estimate for revenues is pegged at $1.09 billion, indicating year-over-year growth from $1.04 billion. The consensus estimate for adjusted earnings per share is pegged at $1.58, indicating a decline from $1.73 reported a year ago.
Earnings WhispersOur proven model does not predict an earnings beat for Akamai for the second quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that is not the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is -2.96%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Akamai carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to ConsiderHere are some stocks you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
Sandisk Corporation (SNDK - Free Report) has an Earnings ESP of +4.13% and sports a Zacks Rank #1 at present. It is set to release its fourth-quarter fiscal 2026 numbers on Aug. 5.
The Earnings ESP for Motorola Solutions, Inc. (MSI - Free Report) is +0.52%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter 2026 numbers on Aug. 5.
The Earnings ESP for Analog Devices, Inc. (ADI - Free Report) is +2.37%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report third-quarter fiscal 2026 numbers on Aug. 19.
Akamai Technologies uzavřela na 120,01 USD, což je denní pokles o 4,84 %. Před zveřejněním výsledků 6. srpna se čeká EPS 1,58 USD a tržby 1,09 miliardy USD.
Akamai Technologies (AKAM - Free Report) closed at $120.01 in the latest trading session, marking a -4.84% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 0.38%. Elsewhere, the Dow saw an upswing of 0.29%, while the tech-heavy Nasdaq appreciated by 0.62%.
Shares of the cloud services provider witnessed a loss of 4.69% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 0.53%, and the S&P 500's gain of 1.61%.
Analysts and investors alike will be keeping a close eye on the performance of Akamai Technologies in its upcoming earnings disclosure. The company's earnings report is set to go public on August 6, 2026. The company's earnings per share (EPS) are projected to be $1.58, reflecting a 8.67% decrease from the same quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $1.09 billion, showing a 4.76% escalation compared to the year-ago quarter.
AKAM's full-year Zacks Consensus Estimates are calling for earnings of $6.74 per share and revenue of $4.49 billion. These results would represent year-over-year changes of -5.34% and +6.81%, respectively.
Investors should also take note of any recent adjustments to analyst estimates for Akamai Technologies. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.25% lower within the past month. At present, Akamai Technologies boasts a Zacks Rank of #3 (Hold).
Investors should also note Akamai Technologies's current valuation metrics, including its Forward P/E ratio of 18.71. For comparison, its industry has an average Forward P/E of 17.16, which means Akamai Technologies is trading at a premium to the group.
Meanwhile, AKAM's PEG ratio is currently 2.3. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As the market closed yesterday, the Internet - Services industry was having an average PEG ratio of 1.55.
The Internet - Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 94, placing it within the top 39% of over 250 industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Akamai zvýšil tržby v divizi Security Technology Group o 11 % meziročně na 589,8 mil. USD díky silné poptávce po WAF, microsegmentation a ochraně API.
Firma získala nové zákazníky pro ochranu API napříč telekomunikacemi, financemi a fintech sektorem.
Key Takeaways Akamai's security revenues rose 11% year over year, driven by strong WAF, microsegmentation and API demand.AKAM won new API security customers across telecom, finance and fintech as AI and cloud adoption expanded.Akamai's security segment is projected to reach $2.43 billion in 2026 revenues, up 8.5% year over year. Akamai Technologies, Inc. (AKAM - Free Report) is witnessing solid momentum in the security segment. Revenues from the Security Technology Group were $589.8 million compared with $530.7 million in the year-ago quarter. Segment revenues beat our estimate of $578.2 million.
The 11% year over year growth is driven by multiple factors. Strong demand for web application firewall (WAF) remains a major growth catalyst. With the growth of AI infrastructure and cloud services, enterprises are facing increasingly sophisticated cyberattacks. Enterprises are deploying advanced WAF solutions to boost their defense mechanism. One of the major advantages of AKAM is that its WAF runs across 4,300 locations in 700 cities. This allows it to stop attacks at the network edge and mitigate interference on the customer’s infrastructure.
Akamai Guardicore, which provides microsegmentation that limits the movements of attackers after any security breach, is also witnessing strong adoption. Businesses are using APIs more than ever to support cloud applications and AI workloads. Securing those API has become critical for business operations. Backed by this emerging trend, Akamai has secured several API customer wins. During the first quarter, Africa’s one of the largest telecom groups, a major investment manager in South America, a leading investment bank from the Middle East and one of the largest fintech companies in the United States have opted to deploy Akamai API security solutions.
Akamai’s security segment is expected to remain its major growth engine in the upcoming quarters as well. Per our estimate, Akamai is projected to generate $2.43 billion in revenues in 2026, indicating growth of 8.5% year over year.
How Are Competitors Faring?In the cybersecurity space, Akamai faces competition from Cloudflare (NET - Free Report) and Fastly (FSLY - Free Report) . Cloudflare boasts an industry-leading web application firewall that efficiently blocks zero-day attacks and uses machine learning to improve threat detection. Cloudflare continues to expand in this space on the back of its global cloud security platform. The company entered Zero Trust integrations with companies like Atlassian, Microsoft and Sumo Logic, enabling businesses to secure tools and applications with enterprise-ready Zero Trust security.
Fastly ended the first quarter with 634 large customers, defined as those producing more than $100,000 in annualized revenues in the quarter. It continues to broaden its security and developer toolset, supporting cross-sell and higher committed revenue over time. Fastly is aligning product updates with growing AI agent activity and enterprise needs for control, security, and performance at the edge. AI-related demand is expected to be a major tailwind in the upcoming quarters.
AKAM’s Price Performance, Valuation and EstimatesAkamai shares have rallied 63.6% over the past year compared with the industry’s growth of 80.4%.
Image Source: Zacks Investment Research
Going by the price/earnings ratio, the company's shares currently trade at 18.11 forward earnings, lower than 23.71 for the industry.
Image Source: Zacks Investment Research
Earnings estimates for 2026 have remained unchanged, and for 2027, they have decreased over the past 60 days.
Image Source: Zacks Investment Research
Akamai stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Akamai uvedla, že commerce je nyní odvětvím, na které se kyberzločinci kvůli AI botům a novým podvodům zaměřují nejvíce. Na její síti tvořily k prosinci 2025 AI boty 47,9 % veškerého commerce provozu.
Commerce faces rising AI bot activity, escalating DDoS attacks, and new fraud tactics July 15, 2026 06:28 ET | Source: Akamai Technologies, Inc.
CAMBRIDGE, Mass., July 15, 2026 (GLOBE NEWSWIRE) -- An evolution toward agentic commerce and autonomous AI tools has made commerce the world’s most targeted industry by cybercriminals, according to the latest Akamai (NASDAQ: AKAM) State of the Internet (SOTI) security report, Securing the Agentic Storefront: Attacks on Commerce.
The report highlights that, as of December 2025, nearly half (47.9%) of all commerce traffic across Akamai’s global network now consists of AI bots. Furthermore, the industry continues to suffer a relentless barrage of application-layer (Layer 7) distributed denial-of-service (DDoS) activity, malicious web application exploits, and a dangerous narrowing of the gap between traditional application attacks and API-targeted exploits.
“We are securing a digital frontier where the ‘customer’ is increasingly an AI agent operating on behalf of the human user,” said Patrick Sullivan, Chief Technology Officer of Security Strategy at Akamai. “This report reveals how and why security leaders must embrace ‘agentic readiness,’ to architect sites that welcome legitimate AI while aggressively shutting down malicious bots.”
Additional key findings include:
The rise of agentic commerce fraud: Autonomous AI shopping agents are creating a signal masking problem by perfectly mimicking human microbehaviors, according to guest contributor Pam Lindemoen, Chief Security Officer and Vice President of Strategy at RH-ISAC. Threat actors are now using agent hijacking tactics to compromise legitimate AI assistants and abuse stored payment credentials. They are also deploying large language models (LLMs) to create synthetic identity fraud in the form of “Frankenstein” accounts that easily bypass static defenses.The unchecked influx of AI bots: Driven by LLM development, AI training crawlers account for more than 70% of AI bot triggers in commerce. OpenAI, ByteDance, and Anthropic rank as the top three AI bots observed. Commerce organizations placed more than 90% of their AI bot activity in the “monitor” category but allowed three-quarters of the remaining activity to pass unrestricted, exposing themselves to underlying risks.API exposure and vulnerabilities: Web attacks targeting APIs rose by 9% year over year. In fact, Akamai’s 2026 API Security Impact Study revealed that 85% of commerce respondents experienced at least one API-related incident in the past year, yet only 22% know which of their APIs expose sensitive data.Layer 7 DDoS attacks escalate: Commerce was targeted by Layer 7 DDoS attacks nearly 3 trillion times in 2025, with the retail vertical bearing 84% of that volume. Attackers are using HTTP botnets to flood APIs during high-stakes holiday surges and exhaust app servers and halt sales.Industrialized phishing and malware pipelines: Between November 2025 and April 2026, malware represented 56.5% of observed endpoint threat activity, followed by phishing at 37.6%. Average daily phishing volume across commerce customers skyrocketed from 56,600 in February to 134,600 in April, serving as the primary raw material powering account takeover (ATO) and loyalty point theft.
Regional trends
Automated bot activity and web attacks varied by region:
North America and EMEA: These mature markets saw modest bot increases (7% and 16%, respectively) but significant holiday-driven web attacks, with North America leading AI bot activity with 33 billion counts.APAC and LATAM: Bot activity surged by 63% in APAC and 48% in LATAM. APAC’s fragmented travel market and loyalty programs made it a primary target for bot and Layer 7 DDoS attacks.
Mitigation strategies
To effectively counter these evolving threats, Securing the Agentic Storefront: Attacks on Commerce provides a strategic roadmap for CISOs. Recommendations include:
Map the revenue chain: Continuously discover and inventory the API estate to clear up critical visibility gaps regarding sensitive data exposure.Govern automation: Move away from binary “allow/block” models toward risk-based governance that categorizes bots by intent and business value.Minimize the blast radius: Implement microsegmentation to eliminate lateral movement. Although 92% of organizations use basic network segmentation, only 35% have progressed to true microsegmentation.Establish cooperative resilience: Integrate cybersecurity and fraud prevention teams to deploy real-time behavioral biometrics, risk-based multi-factor authentication, and automated kill switches to freeze compromised accounts instantly.
Now in their 12th year, Akamai SOTI Security reports continue to offer critical insights on cybersecurity trends and web performance, drawn from attacks viewed across Akamai’s cybersecurity protective infrastructure, which handles a significant portion of global web traffic.
About Akamai
Akamai is the cybersecurity and cloud computing company that powers and protects business online. Our market-leading security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. Akamai’s full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. Global enterprises trust Akamai to provide the industry-leading reliability, scale, and expertise they need to grow their business with confidence. Learn more at
Akamai byla vybrána jako strategický bezpečnostní partner pro rámec ARMOR od WWT pro AI. Spolupráce má chránit firemní AI infrastrukturu bez ztráty výkonu.
July 08, 2026 06:28 ET | Source: Akamai Technologies, Inc.
CAMBRIDGE, Mass., July 08, 2026 (GLOBE NEWSWIRE) -- Helping enterprises bridge the gap between AI innovation and security, Akamai (NASDAQ: AKAM) today announced its selection as a strategic partner for World Wide Technology (WWT)’s AI Readiness Model for Operational Resilience (ARMOR). This collaboration positions Akamai as a foundational security architecture for the “AI factories” being built by WWT and accelerated by NVIDIA.
As enterprises rush to adopt AI, they often face a “security tax,” where traditional security agents compete with AI workloads for critical compute resources. Through ARMOR, Akamai and WWT are solving this challenge by integrating Akamai’s software intelligence directly with NVIDIA BlueField data processing units (DPUs).
Bridging the gap between innovation and security
WWT’s ARMOR is the industry’s first holistic, vendor-agnostic AI security framework. While other architectures are often limited to specific cloud platforms, ARMOR provides a structured blueprint across six critical domains: governance, risk, and compliance (GRC); model security; secure AI operations; infrastructure security; data protection; and secure development lifecycle (SDLC).
“Before ARMOR, organizations were often forced to piece together fragmented security strategies,” said PJ Joseph, Executive Vice President, Global Sales and Services at Akamai. “By aligning our portfolio with this framework, we are providing a proactive methodology to isolate large-scale AI clusters and prevent the lateral movement of threats without sacrificing the performance that AI training and inference demand.”
Akamai’s role in the ARMOR framework centers on three strategic pillars:
Eliminating the “security tax”: Offloading Akamai Guardicore Segmentation to NVIDIA BlueField allows AI environments to run at peak efficiency. This creates an isolated enforcement layer that survives host OS compromises and accelerates ransomware containment by an average of 21.4% — reaching 32.6% for large enterprises.
Securing agentic AI and data lakes: Akamai API Security monitors the “connective tissue” of AI, preventing unauthorized access to the sensitive data lakes feeding large language models (LLMs).
End-to-end defense: Combined with Prolexic DDoS mitigation, Akamai provides a multilayered defense against volumetric attacks designed to overwhelm mission-critical AI architectures.
Strengthening the global AI ecosystem
WWT’s Advanced Technology Center (ATC) serves as a global proving ground for AI architectures. By embedding Akamai into the ARMOR reference model, WWT ensures that enterprises can move beyond baseline compliance to achieve true cyber resilience.
“No single vendor can secure the AI frontier alone,” said Chris Konrad, Global VP of Cybersecurity at WWT. “Through our close partnership with Akamai, we are turning the hype of secure enterprise AI into a tangible, scalable reality for customers.”
For a deeper technical breakdown of how organizations and channel partners can implement frameworks like ARMOR to secure enterprise AI, read the full blog post: Securing the AI Frontier: A Blueprint for Partners.
About Akamai
Akamai is the cybersecurity and cloud computing company that powers and protects business online. Our market-leading security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. Akamai’s full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. Global enterprises trust Akamai to provide the industry-leading reliability, scale, and expertise they need to grow their business with confidence. Learn more at akamai.com and akamai.com/blog, or follow Akamai Technologies on X and LinkedIn.
About World Wide Technology
World Wide Technology (WWT) is a global technology solutions provider helping organizations make a new world happen by turning ambition into real-world outcomes. Founded in 1990, WWT brings together strategy, deep technical expertise, and world-class technology partnerships to help public- and private-sector organizations design, build, and scale intelligent AI, digital, cybersecurity, cloud, and infrastructure solutions. Through its Advanced Technology Center (ATC), a collaborative ecosystem featuring state-of-the-art hardware and software, WWT enables clients and partners to conceptualize, test, and validate innovative technology and then deploy solutions at scale using its global integration and distribution capabilities. With more than 14,000 team members and over 60 locations worldwide, WWT’s culture — grounded in core values and leadership philosophies — has been recognized by Fortune and Great Place to Work® for its commitment to innovation, trust, and creating a great place to work for all. WWT provides products and services to large enterprise, global service provider, and public sector clients in up to 130 countries across six continents. Softchoice, a World Wide Technology company, supports commercial and SMB markets in the U.S. and Canada.
Akamai dokončila akvizici společnosti LayerX, poskytovatele zabezpečeného podnikového prohlížeče a řízení používání AI. Hodnota transakce činila zhruba 205 milionů USD.
CAMBRIDGE, Mass., July 02, 2026 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM) announces the company has completed its acquisition of secure enterprise browser provider and AI usage control leader LayerX. On May 14, Akamai announced an agreement between the two parties for Akamai to acquire LayerX in exchange for approximately US$205 million.
LayerX offers a browser security platform that allows enterprises to add protections to their preferred, existing browsers. It enables security teams to have greater visibility into how users interact with web content, prompts, file uploads, and SaaS applications both within and outside the browser. The acquisition will build on Akamai’s investment in its Zero Trust platform, which includes market-leading segmentation, Zero Trust Network Access (ZTNA), and DNS security solutions, already trusted by thousands of global customers. By leveraging Akamai’s massive, globally distributed network, the combined solution will create a workforce security solution that addresses a need to govern and secure how employees, partners, and supply chain ecosystems interact with AI applications.
For more information, visit the Akamai Zero Trust solutions page.
About Akamai
Akamai is the cybersecurity and cloud computing company that powers and protects business online. Our market-leading security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. Akamai’s full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. Global enterprises trust Akamai to provide the industry-leading reliability, scale, and expertise they need to grow their business with confidence. Learn more at akamai.com and akamai.com/blog, or follow Akamai Technologies on X and LinkedIn.
Akamai Statement Under the Private Securities Litigation Reform Act
This press release contains statements that are not statements of historical fact and constitute forward-looking statements for purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of 1995, including, but not limited to, statements about product success and other benefits of the transaction to Akamai. Each of the forward-looking statements is subject to change as a result of various important factors, many of which are beyond Akamai’s control, including, but not limited to: Akamai’s inability to achieve the expected benefits of the transaction; challenges integrating LayerX’s business, employees, and technology; and effects of competition. The forward-looking statements contained herein are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, Akamai disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
