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.
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Going by the price/earnings ratio, the company's shares currently trade at 15.79 forward earnings, lower than 20.41 for the industry.
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Earnings estimates for 2026 have declined, while those for 2027 have increased over the past 60 days.
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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.
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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.
