Zacks Investment Research·1d ago
Akamai Q3 Earnings Beat Estimates on Security and Cloud GrowthAKAM beats Q3 2026 earnings and revenue estimates as cybersecurity and cloud demand drive growth, but rising infrastructure costs squeeze profit margins.
Akamai is executing a strategic pivot toward cloud compute and security, evidenced by capex rising to 20.5% of revenue in Q2 2026, but this transition is straining profitability and the balance sheet.
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Revenue growth has slowed to 5.4% year-over-year in Q2 2026, while operating margin has fallen to 7.3% from 16.9% in Q1 2024, as SG&A and R&D costs rose 31% and gross margin contracted 420 basis points to 55.8%.
Akamai provides robust cybersecurity services including DDoS mitigation, protecting businesses online and enhancing their security posture.
Akamai's CDN improves website performance, reliability, and security by caching content globally, making it a critical infrastructure provider.
Akamai's cloud and edge computing solutions enable low-latency applications, positioning it as a key player in the evolving cloud market.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $1.77+6.0% vs $1.67 | $1.1B+0.4% vs $1.1B |
Q3 2026 Aug 6, 2026 | $1.59+1.3% vs $1.57 | $1.1B+0.8% vs $1.1B |
Q2 2026 May 7, 2026 | $1.61+0.6% vs $1.60 | $1.1B+0.1% vs $1.1B |
Q1 2026 Feb 19, 2026 | $1.84+4.5% vs $1.76 | $1.1B+1.7% vs $1.1B |
AKAM beats Q3 2026 earnings and revenue estimates as cybersecurity and cloud demand drive growth, but rising infrastructure costs squeeze profit margins.
Akamai Technologies secures a $11.6 billion Anthropic AI cloud deal and targets rapid growth through 2028, despite deployment delays and rising infrastructure costs.
Akamai Technologies, Inc. (AKAM) Q3 2026 Earnings Call Transcript
Akamai Technologies NASDAQ: AKAM expects its cloud infrastructure revenue to more than double in 2027, as it begins delivering on more than $14 billion in multiyear customer commitments signed this year. The forecast comes even as supply chain and data center delays shift some revenue out of the fourth quarter.
Benchmark AKAM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Akamai Technologies, Inc. (AKAM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $83.09 | $12.08B | 27.07 | 5.44% | 10.74% | 9.17% | — | |
| $15.85 | $2.48B | -19.10 | 14.78% | -11.8% | -8.46% | — | |
| $268.75 | $95.39B | -926.72 | 29.85% | -8.21% | -13.86% | — | |
| $319.92 | $88.24B | 78.80 | 14.12% | 22.51% | 21.43% | — | |
| $197.66 | $31.96B | -732.07 | 23.31% | -1.88% | -2.76% | — | |
| $313.84 | $213.89B | 196.15 | 14.87% | 2.67% | 1.68% | — |
Akamai Technologies, Inc. (AKAM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Akamai Technologies, Inc. (AKAM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 22, 2026·SEC
May 20, 2026·SEC
Feb 20, 2026·SEC
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Akamai Technologies, Inc. (AKAM) stock FAQ — growth, dividends, profitability & financials explained
Akamai Technologies, Inc. (AKAM) reported $4.32B in revenue over the trailing twelve months. Revenue was $4.21B in fiscal year 2025. That is 420817400% more than the $0.0M of fiscal year 1998.
Akamai Technologies, Inc. (AKAM) grew revenue by 5.4% in fiscal year 2025, compared with the prior fiscal year.
Yes. Akamai Technologies, Inc. (AKAM) earned $411.0M in net income over the trailing twelve months (a 9.5% net margin).
Akamai Technologies, Inc. (AKAM) had a return on equity (ROE) of 9.2% in fiscal year 2025. That is below the market's typical 10-15%.
Akamai Technologies, Inc. (AKAM) generated $629.9M in free cash flow over the trailing twelve months.
