Akamai Technologies

At the Citi TMT Conference Akamai announced plans to expand its CIS business (Compute, Intelligence, Security) and accelerate growth from the mid-single digits to the low double-digit percentage range. The backlog for edge computing totals $2.8 billion, including a $1.8 billion contract, with gross margins in the mid-60s to 70% and attractive operating margins. The company is investing in capacity for edge AI inference, expects a near-term decline in operating margins of about 5 percentage points, but anticipates that revenue and earnings growth will more than offset this midterm. Akamai emphasizes its network advantages for latency‑sensitive AI applications and is prioritizing capital allocation to compute infrastructure over buybacks. » Altro su de.investing.com

Akamai posted Q2 revenue of $1.1 billion, non-GAAP EPS $1.59, with security revenue up 10% and cloud infrastructure services surging 39% while legacy delivery fell 6%. Management reported a multi-year cloud commitment worth over $600 million for robotics workloads, said GPU capacity is sold out, and noted total multi-year cloud commitments signed year-to-date exceed $2.8 billion. Full-year revenue guidance was set at $4.445–4.530 billion and capex is expected near 40% of revenue to support scaling, prompting analyst concern over margin compression and an HSBC downgrade to Hold. » Altro su finance.yahoo.com

Akamai reported Q2 2026 results with revenue and adjusted EPS slightly above analysts' estimates, lifting revenue to $1.1bn (+5% y/y). A four‑year cloud infrastructure deal worth more than $600m with a U.S. technology customer in robotics/AI is cited as the driver of the premarket rally. The Cloud Infrastructure segment grew 39% to $99m, Security rose 10% to $604m, while the traditional Delivery business declined. Management expects accelerated cloud growth toward the end of 2026 and forecasts revenue growth in the low double digits for 2027, although near‑term guidance is slightly below consensus. » Altro su de.investing.com