AKAM · Akamai Technologies Inc
One customer — 10% of receivables (As of December 31, 2025)
“As of December 31, 2025, there was one customer with an accounts receivable balance of 10% of total accounts receivable.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $416.07M | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 79.4M
-31.67M Interest and marketable securities income, net
+20.62M Provision for income taxes
+145.36M Depreciation and amortization
+15.43M Amortization of capitalized stock-based compensation and capitalized interest expense
+25.09M Amortization of acquired intangible assets
+146.29M Stock-based compensation
+1.83M Restructuring charge
+1.79M Acquisition-related costs (benefit)
+9.08M Interest expense
+0K Gain on cost method investments, net
+2.85M Other expense, net
= Adjusted EBITDA 416.07M
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| Adjusted EBITDA margin non-GAAP | 38% | Three Months Ended June 30, 2026 | — |
| Capex as a percentage of revenue non-GAAP | 32% | Three Months Ended June 30, 2026 | — |
| Cash from operations | 326M | Q2 2026 | — |
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| Non-GAAP operating margin non-GAAP | 25% | Three Months Ended June 30, 2026 | — |
| Non-GAAP tax rate non-GAAP | 20% | Three Months Ended June 30, 2026 | — |
| Number of employees | 11,540 | Three Months Ended June 30, 2026 | — |
| Shares of common stock outstanding | 144M | Q2 2026 | — |
| Total capital expenditures non-GAAP | $346.54M | Three Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AKAM
this stock
Akamai Technologies Inc
|
$16.56B | +29.3% | +7.0% | 41.6 | 13.8% |
|
MSFT
Microsoft Corp
|
$3.57T | -0.4% | +6.9% | 26.8 | 1.1% |
|
ORCL
Oracle Corp
|
$413.69B | -26.7% | +17.3% | 24.6 | 1.7% |
|
PLTR
Palantir Technologies Inc.
|
$413.22B | -3.5% | +56.2% | 147.0 | 2.8% |
|
PANW
Palo Alto Networks Inc
|
$303.58B | +103.1% | +29.0% | 305.3 | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AKAM | -8.1% | -9.2% | +13.0% | -2.0% | +29.3% |
| SPY | -0.4% | +2.6% | +10.7% | +2.7% | +12.5% |
| vs SPY | -7.7% | -11.8% | +2.2% | -4.8% | +16.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.