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AKAMAkamai Technologies, Inc

Information TechnologyIT Services

Akamai Technologies, Inc sells cloud-based content delivery networks (CDNs), cybersecurity services, and application delivery platforms to enterprises and service providers. The next catalyst is Sep 23, 2026 — Why Akamai Technologies (AKA) News, which will test the company’s ability to defend its edge computing leadership amid rising AI-driven cyber threats and competitive pressure from peers.

  • Akamai’s revenue grew 6.8% YoY in 2018, with a net margin of 17.2%
  • The company has a strong balance sheet with $4.98B in shareholders’ equity
  • Its business model relies on recurring revenue from enterprise contracts and SaaS subscriptions

The Read

8 billion AI cloud deal with Anthropic, then rallied another 10.
Nov 6, 2026 — Q2 2018 Earnings Release
Chart by TradingView

The schedule

  • Fri6Nov
  • Fri5Feb
  • Tue9Feb

    This report will test the company's ability to sustain growth in a slowing economy. The focus will be on cash flow generation, product mix shifts, and the effectiveness of its AI-driven infrastructure.

  • Fri7May

    This report will test the company's ability to maintain momentum in a challenging macro environment. The focus will be on revenue growth, margin expansion, and the impact of AI integration on product mix.

  • Fri7May
  • Fri6Aug

    This event will test the company's ability to maintain its market position in the face of increasing competition from cloud providers. The focus will be on strategic decisions and product innovation.

  • Fri6Aug
  • Fri6Aug

    This report will test the company's ability to maintain momentum in a challenging macro environment. The focus will be on revenue growth, margin expansion, and the impact of AI integration on product mix.

Past

  • Wed23Sep

    This event will test the company's ability to maintain momentum following the recent earnings release and its strategic shift toward AI-driven content delivery. The news may highlight progress in cloud infrastructure or new partnerships, which could influence P&L and product mix.

  • Fri7Aug

    Actual outcome: Bull · $125.29 at outcome

    Akamai met Q2 earnings expectations and delivered 5% year-over-year revenue growth, fueled by a 39% surge in Cloud Infrastructure Services and solid cybersecurity demand. The stock rallied as investors cheered the company's strong AI-led growth and the announcement of a new cloud infrastructure contract worth over $600 million, which overshadowed concerns about near-term margin pressures from upfront investments.

    AKAM's Q2 earnings call on August 7th will heavily feature execution and capex updates regarding its $1.8B Anthropic AI cloud deal, providing critical visibility into the transition from legacy delivery to high-margin compute.

  • Fri8May

    Actual outcome: Bull · $137.81 at outcome

    Akamai met Q1 earnings estimates and delivered 6% revenue growth, highlighted by a 40% year-over-year surge in Cloud Infrastructure Services. The stock soared well past the bull target after the company announced a massive $1.8 billion AI cloud computing deal with Anthropic and raised its FY26 sales guidance, strongly validating its strategic pivot into AI cloud infrastructure.