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AKAM · Akamai Technologies Inc

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$124.99 -0.30 (-0.24%) At close · Aug 14
Customer concentration — top customer 10% of receivables

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.”
View the 10-Q filed Aug 7, 2026
Market Cap
$17.96B
Shares
143.72M
All earnings calls

Earnings call · FY2026 Q1

Akamai Technologies Inc Q1 FY2026 Earnings Call

Akamai Technologies Inc Q1 FY2026 Earnings Call

Concluded May 7, 2026 Audio replay
May 7, 2026 1:02:49 0 turns
Period
FY2026 Q1
Runtime
1:02:49
Sources
4 artifacts
8-K 10-Q

Executive readout · one minute

What matters this quarter

Akamai reported Q1 2026 revenue of $1.074 billion, up 6% year-over-year, driven by 40% growth in Cloud Infrastructure Services and 11% growth in Security, and announced a landmark seven-year, $1.8 billion CIS commitment from a leading U.S.-based frontier model provider.

Capital expenditure and capacity build-out 44 AI cloud computing strategy 27 Security portfolio 18 Margin outlook 16 Landmark $1.8B cloud deal 10 Macroeconomic / AI risk commentary 7

Management tone

Confident

Net tone +78 · low hedging

Grounding quotes
  • “This is the largest customer deal in Akamai Technologies, Inc. history”
  • “Akamai Technologies, Inc. is off to a strong start to the year. In just a few months, we have achieved major milestones for our cloud computing strategy, marking a definitive turning point in the growth and evolution of our business.”
  • “we expect to continue to build out both our physical infrastructure and our cloud sales and support teams. And as Ed will talk about in a few minutes, we now anticipate significant acceleration of our overall revenue growth heading into 2027 and beyond.”
  • “we believe that Akamai Technologies, Inc.’s security portfolio will be needed more than ever before as attackers take advantage of the advances in AI”

Forward guidance

3 guided metrics

Management's latest ranges and targets are included below.

Research coverage

4 live sources

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Revenue $1.07B +5.8% YoY
Diluted EPS $0.71 -13.4% YoY
Net income $106.32M -13.7% YoY

Research materials

Open the source you need; every reader stays inside this workspace.

8-K earnings release Filed May 7, 2026 10-Q report Filed May 8, 2026 Company webcastOpen the original investor-relations page

Key takeaways

What improved, and what deserves a closer read.

↑ Constructive signals

  • Signed a seven-year, $1.8 billion CIS commitment from a leading U.S.-based frontier model provider—the largest customer deal in Akamai history.
  • Cloud Infrastructure Services revenue grew 40% year-over-year to $95 million and is expected to accelerate further.
  • Security revenue grew 11% year-over-year to $590 million (9% constant currency), led by WAF, API security, and Guardicore.
  • Delivery and other cloud applications revenue of $389 million.
  • Unveiled at GTC the industry's first global-scale implementation of NVIDIA's AI grid and the rollout of thousands of NVIDIA RTX Pro 6000 GPUs.
  • Multiple new AI and enterprise customer wins across cloud infrastructure and API security.

↓ Risks & pressure points

  • GAAP net income per diluted share fell 13% year-over-year to $0.71; non-GAAP EPS fell 5% to $1.61.
  • GAAP income from operations decreased 26% year-over-year to $114 million; non-GAAP income from operations decreased 8% to $283 million.
  • GAAP operating margin declined 4 percentage points to 11%; non-GAAP operating margin declined 4 percentage points to 26%.
  • Adjusted EBITDA decreased 3% year-over-year to $427 million.
  • Delivery and other cloud applications revenue declined 7% year-over-year to $389 million (down 8% constant currency).
  • Management indicated focus over the next year or two will be growth, not margin expansion, and noted some very large deals may be done at margins below the 30% operating margin.

Key moments

Jump directly to management's words in the synchronized transcript.

“Today, we are very excited to announce another major milestone for our cloud computing strategy and the evolution of Akamai Technologies, Inc.: the signing of a landmark seven-year $1.8 billion commitment for our cloud infrastructure services by a leading frontier model company. This is the largest customer deal in Akamai Technologies, Inc. history, and it comes on the heels of the $200 million CIS deal we announced in February with a major U.S. tech company also at the forefront of the AI revolution.” Speaker 2, CEO
“To satisfy this strong and growing demand for our cloud infrastructure services, we expect to continue to build out both our physical infrastructure and our cloud sales and support teams. And as Ed will talk about in a few minutes, we now anticipate significant acceleration of our overall revenue growth heading into 2027 and beyond.” Speaker 2, CEO

Forward guidance

From the 8-K filed May 7, 2026.

Metric Guided
Non-GAAP operating margin table
Year Ending December 31, 2026
 26%
Non-GAAP net income per diluted share table
Year Ending December 31, 2026
 $6.40 – $7.15
Non-GAAP tax rate table
Year Ending December 31, 2026
 18.5%

Quarter detail

How the reported period landed and where the business moved.

Revenue · regions

United States$543.15M +2.7% YoY
Non Us$530.46M +9.1% YoY

Capital returned

Buybacks
$205.89M
Shares repurchased
1.95M
Full-screen source Call document

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