Akamai Technologies (AKAM)
NASDAQ:AKAM
Want to see AKAM full AI Analyst Report?
Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.58Last Year’s EPS
1.73Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The quarter highlights a major strategic inflection toward cloud infrastructure and AI inference backed by a landmark $1.8B customer commitment, strong CIS growth (Q1 CIS +40% YoY and FY guide of ≥50%) and continued security momentum (Q1 security +11% YoY) alongside industry recognition and solid liquidity. Offsetting these positives are near-term profitability and cash deployment pressures — higher CapEx (notably ~$700M planned for 2026 for the large deal), increased depreciation and headcount that compressed non-GAAP net income (down 5% YoY), and ongoing declines in the delivery segment. Management expects margins to remain constrained in the near term as it invests to capture what it characterizes as a sizable multi-year AI opportunity, and there is potential for incremental GPU orders beyond current guidance. Overall, the call is constructive about long-term growth and market positioning but candid about short-term investment-related headwinds.Company Guidance
Record Landmark Customer Win
Signed a seven-year $1.8 billion committed contract—the largest customer deal in company history; expected initial revenue contribution of ~$20M–$25M in Q4 2026 and full deployment revenue to ramp thereafter.
Cloud Infrastructure Services (CIS) Rapid Growth
CIS revenue of $95 million in Q1, up 40% year-over-year (39% constant currency); full-year CIS outlook raised to at least 50% year-over-year growth in constant currency for 2026.
Strong Security Momentum
Security revenue of $590 million in Q1, up 11% year-over-year (9% constant currency); continued demand for WAF, API security and Guardicore segmentation with notable expansion deals (e.g., $24M retailer renewal, $80M two-year expansion with a large video game company).
Overall Revenue Growth and Guidance
Total Q1 revenue $1.074 billion, up 6% year-over-year (4% constant currency). Q2 revenue guidance of $1.075B–$1.1B (+3% to +5% YoY) and full-year 2026 revenue guidance of $4.445B–$4.55B (+6% to +8% reported; +5% to +8% constant currency).
NVIDIA Partnership and GPU Rollout
Announced industry-first global-scale implementation of NVIDIA’s AI grid and rollout of thousands of NVIDIA RTX Pro 6000 GPUs, positioning Akamai as a distributed AI inference provider and strengthening the CIS pipeline.
Cash, Capital Allocation and Buybacks
Ended Q1 with ~$1.7 billion in cash, cash equivalents, and marketable securities; repurchased ~$206 million of stock (~2 million shares) in Q1 with ~$975 million remaining authorization; intends to fund growth largely from internal cash but has credit lines/market access if needed.
Industry Recognition and Security Effectiveness
High third-party recognition for security products: 99% recommendation rating on Gartner Peer Insights microsegmentation and sole Customers’ Choice on Gartner Peer Insights API protection, reinforcing product leadership.
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 |
|---|---|---|---|
May 07, 2026 | $116.69 | $147.71 | +26.58% |
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% |
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 Technologies (AKAM) report earnings?
Akamai Technologies (AKAM) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Akamai Technologies (AKAM) earnings time?
Akamai Technologies (AKAM) earnings time is at Aug 11, 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 (Q2) is 1.58.
