Education
About Us
Working with TipRanks
Follow Us
Akamai (AKAM)
NASDAQ:AKAM
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.61Last Year’s EPS
1.7Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive operational and financial picture: top-line growth, strong margin and EPS performance in Q4, rapid acceleration in Cloud Infrastructure Services and security products, a major multi-year $200M CIS commitment, and a sold-out early Inference Cloud deployment with plans to scale. Offsetting these positives are meaningful near-term investments and cost pressures: elevated 2026 CapEx (driven by Inference Cloud build and higher memory/GPU prices), expected margin compression in 2026, continued delivery revenue declines, and supply/FX risks. Overall, the company appears to be investing aggressively to capitalize on AI and CIS momentum, accepting short-term margin and cash impacts to pursue higher-growth compute and security opportunities.Company Guidance
Quarterly Revenue and EPS Growth
Q4 revenue of $1.095 billion, up 7% year-over-year (6% in constant currency). Non-GAAP EPS $1.84, up 11% year-over-year (reported and constant currency). Non-GAAP operating margin of 29% in Q4.
Cloud Infrastructure Services (CIS) Acceleration
CIS revenue $94 million in Q4, up 45% year-over-year (44% in constant currency), accelerating from 39% in Q3. CIS now ~50% of total compute revenue and projected to grow 45%–50% in 2026.
Compute Revenue Expansion
Compute revenue (CIS + Other Cloud Applications) was $191 million in Q4, up 14% year-over-year. Management expects combined CIS + OCA growth of at least 20% year-over-year for 2026.
Security Business Strength
Security revenue $592 million in Q4, up 11% year-over-year (9% in constant currency). Revenue from API Security and Zero Trust Enterprise combined was $90 million, up 36% year-over-year (34% cc). API Security grew >100% YoY and exited the year with a revenue run rate >$100 million.
Major AI/Inference Win and Strong Pipeline
Signed a 4-year, $200 million minimum commitment from a major U.S. tech company primarily for Akamai Inference Cloud. Initial GPU deployments in ~20 cities sold out in beta; management plans an ~order-of-magnitude capacity expansion to support demand.
Large Customer and Enterprise Wins
Multiple notable contracts announced: a 3-year IaaS deal saving 45% vs hyperscaler, a $40M 4-year segmentation contract with a large North American financial institution, a $47M 5-year commitment from a major hardware company (API Security + CIS), and other multi-year renewals and expansions across retail, carriers, airlines, and banks.
Strong Cash Position and Share Repurchase History
Cash, cash equivalents and marketable securities of ~$1.9 billion as of Dec 31, 2025. Spent $800 million in 2025 to repurchase ~10 million shares (largest annual buyback in company history).
Recognition and Trust Signals
Named on Forbes' lists (America's Most Trusted Companies and America's Best Companies for 2026) and The Wall Street Journal's America's Best Managed Companies, reinforcing customer trust and reputation.
AKAM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AKAM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $109.59 | $94.17 | -14.07% |
Nov 06, 2025 | $73.00 | $83.74 | +14.71% |
Aug 07, 2025 | $74.76 | $70.53 | -5.66% |
May 08, 2025 | $85.44 | $76.25 | -10.76% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Akamai (AKAM) report earnings?
Akamai (AKAM) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Akamai (AKAM) earnings time?
Akamai (AKAM) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AKAM EPS forecast?
AKAM EPS forecast for the fiscal quarter 2026 (Q1) is 1.61.