One customer — 10% of receivables (December 31, 2025)
“As of December 31, 2025, there was one customer with an accounts receivable balance of 10% of total accounts receivable.”
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Akamai Technologies, Inc. completed $1.25 billion offerings of 1.00% Convertible Senior Notes due November 15, 2028 and $1.25 billion due November 15, 2031, including full exercise of the initial purchasers’ $150.0 million options for each tranche.
Akamai Technologies, Inc. priced $1.1 billion of 1.00% convertible senior notes due 2028 and $1.1 billion due 2031. Net proceeds are estimated at approximately $2,164.2 million for debt repayment and Cloud Infrastructure Services capital expenditures.
Akamai Technologies, Inc. intends to offer $1.1 billion of Convertible Senior Notes due 2028 and $1.1 billion due 2031. A November 5, 2026 credit amendment raised leverage limits through March 31, 2028 and cut the secured subsidiary debt basket to 3.5% of assets.
Akamai Technologies, Inc. reported cloud infrastructure services revenue growth of 34% and operating income of 10% of revenue, versus 16% in the prior-year period, for the three months ended September 30, 2026.
Akamai expects 17% to 22% constant-currency revenue growth in 2027, driven by $1.1 to $1.3 billion CIS revenue, after signing an $11.6 billion seven-year Anthropic commitment.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Akamai has more than $14 billion of multi-year CIS commitments and projects strong CIS-led company growth through 2028. Q3 total revenue, CIS revenue, and security revenue grew, but EPS, adjusted EBITDA, and operating margin declined, delivery revenue remained under pressure, and CIS delays plus heavy Q4 capital spending create near-term revenue-timing and margin headwinds.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Effective income tax rate | 21% | For the Three Months Ended June 30, 2026 filing | — |
| Adjusted EBITDA non-GAAP | $842.74M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 39% | Six Months Ended June 30, 2026 | — |
| Capex as a percentage of revenue non-GAAP | 25% | Six Months Ended June 30, 2026 | — |
| Non-GAAP income from operations non-GAAP | $553.51M | Six Months Ended June 30, 2026 | — |
| Non-GAAP net income non-GAAP | $236M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 79.4M
+190.43M Operating adjustments (from above)
+3.03M Amortization of debt issuance costs
+0K Gain on cost method investments, net
-37.04M Income tax effect of above non-GAAP adjustments and certain discrete tax items
= Non-GAAP net income 235.82M
|
|||
| Non-GAAP net income per diluted share non-GAAP | $3.2 | Six Months Ended June 30, 2026 | — |
| Non-GAAP operating margin non-GAAP | 25% | Six Months Ended June 30, 2026 | — |
| Number of employees | 11,540 | 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
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AKAM
this stock
Akamai Technologies Inc
|
$12.32B | -2.1% | +7.0% | 33.2 | 13.3% |
|
MSFT
Microsoft Corp
|
$3.89T | +8.3% | +6.9% | 27.4 | 0.8% |
|
PLTR
Palantir Technologies Inc.
|
$404.77B | -5.5% | +56.2% | 117.5 | 2.3% |
|
ORCL
Oracle Corp
|
$379.03B | -35.7% | +17.3% | 19.7 | 1.5% |
|
PANW
Palo Alto Networks Inc
|
$263.59B | +74.9% | +29.0% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Akamai Technologies, Inc. completed $1.25 billion offerings of 1.00% Convertible Senior Notes due November 15, 2028 and $1.25 billion due November 15, 2031, including full exercise of the initial purchasers’ $150.0 million options for each tranche.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AKAM | +2.8% | -2.7% | -42.4% | -7.9% | -2.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +0.2% | -1.6% | -42.9% | -7.7% | -12.7% |
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.
