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AKAMAkamai Technologies, Inc.

Earnings Release

Akamai Technologies, Inc.'s latest earnings press release, filed Aug 6, 2026, scored line by line for tone, guidance and what changed since the prior release.

New outlook issued33 lines scoredFiled Aug 6, 2026SEC 8-K · Exhibit 99
Release Tone
48
BALANCED
GuidanceNew outlook issuedWhat this release does to the company's outlook
Tone change▼ 1.4pointsvs the prior release (May 7, 2026)
Hedging language0.00per 100 words▼ 0.19 vs prior
New this quarter8of 33 linesWording that was not in the prior release

The lines that matter most

Ranked by how material, how strongly worded and how new each sentence is.

  1. 1

    EPS: GAAP net income per diluted share was $0.52, a 27% decrease from second quarter 2025 and a 22% decrease when adjusted for foreign exchange.* Non-GAAP net income per diluted share* was $1.59, an 8% decrease from second quarter 2025 and a 6% decrease when adjusted for foreign exchange.*

    Negative tone
  2. 2

    Year-to-date, we have signed numerous customers to multi-year CIS contracts, collectively worth over $2.8 billion.

    New this quarter
  3. 3

    GAAP operating margin for the second quarter was 7%, down 8 percentage points from the same period last year.

    Negative tone
  4. 4

    Non-GAAP net income* was $236 million, down 6% from second quarter 2025.

    Negative tone
  5. 5

    Non-GAAP operating margin* for the second quarter was 25%, down 5 percentage points from the same period last year.

    Negative tone
  6. 6

    Net income: GAAP net income was $79 million, a 23% decrease from second quarter 2025.

    Negative tone
  7. 7

    Income from operations: GAAP income from operations was $80 million, a 47% decrease from second quarter 2025.

    Negative tone
  8. 8

    Non-GAAP income from operations* was $271 million, a 12% decrease from second quarter 2025.

    Negative tone

Release by release

Tone and guidance for the last 2 earnings releases.

  1. Aug 6, 2026New outlook issued47.9-1.4
  2. May 7, 2026New outlook issued49.3

Bar length: tone on a 42–62 scale.

The release, annotated

1Highlight rankPositive toneNeutralNegative toneDimmed text: low materiality
Results
Second quarter revenue of $1.1 billion, up 5% year-over-year and when adjusted for foreign exchange*
Cloud Infrastructure Services revenue of $99 million, up 39% year-over-year and when adjusted for foreign exchange*
Security revenue of $604 million, up 10% year-over-year and up 9% when adjusted for foreign exchange*
GAAP net income per diluted share of $0.52, down 27% year-over-year and down 22% when adjusted for foreign exchange*, and non-GAAP net income per diluted share* of $1.59, down 8% year-over-year and down 6% when adjusted for foreign exchange*
Corporate events
U.S.-based technology company commits to more than $600 million over four years for Cloud Infrastructure Services to power robotics development
Results
CAMBRIDGE, Mass. – August 6, 2026 – Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today reported financial results for the second quarter ended June 30, 2026.
Management commentary
“Akamai delivered a strong second quarter, highlighted by sustained momentum across our security and Cloud Infrastructure Services (CIS) portfolios,” said Dr. Tom Leighton, Akamai's Chief Executive Officer.
“We are especially excited by the rapid growth of our CIS portfolio.
2Year-to-date, we have signed numerous customers to multi-year CIS contracts, collectively worth over $2.8 billion.
This includes a contract with a U.S.-based technology company, which is also a new customer, worth more than $600 million over four years.
These major contract wins validate Akamai's growing position as a key AI infrastructure provider.”
Results
Akamai delivered the following results for the second quarter ended June 30, 2026:
Revenue: Revenue was $1.100 billion, a 5% increase over second quarter 2025 revenue of $1.043 billion and a 5% increase when adjusted for foreign exchange.*
Revenue by solution:
Security revenue was $604 million, up 10% year-over-year and up 9% when adjusted for foreign exchange*
Delivery and other cloud applications revenue was $396 million, down 6% year-over-year and down 5% when adjusted for foreign exchange*
Cloud infrastructure services revenue was $99 million, up 39% year-over-year and when adjusted for foreign exchange*
Revenue by geography:
U.S. revenue was $550 million, up 4% year-over-year
International revenue was $549 million, up 6% year-over-year and up 7% when adjusted for foreign exchange*
7Income from operations: GAAP income from operations was $80 million, a 47% decrease from second quarter 2025.
3GAAP operating margin for the second quarter was 7%, down 8 percentage points from the same period last year.
8Non-GAAP income from operations* was $271 million, a 12% decrease from second quarter 2025.
5Non-GAAP operating margin* for the second quarter was 25%, down 5 percentage points from the same period last year.
6Net income: GAAP net income was $79 million, a 23% decrease from second quarter 2025.
4Non-GAAP net income* was $236 million, down 6% from second quarter 2025.
1EPS: GAAP net income per diluted share was $0.52, a 27% decrease from second quarter 2025 and a 22% decrease when adjusted for foreign exchange.* Non-GAAP net income per diluted share* was $1.59, an 8% decrease from second quarter 2025 and a 6% decrease when adjusted for foreign exchange.*
Adjusted EBITDA*: Adjusted EBITDA* was $416 million, a 6% decrease from second quarter 2025.
Supplemental cash information: Cash from operations for the second quarter of 2026 was $326 million, or 30% of revenue.
Cash, cash equivalents and marketable securities was $4.616 billion as of June 30, 2026.
Capital return
Share repurchases: The Company spent $410 million in the second quarter of 2026 to repurchase 3 million shares of common stock at a weighted average price of $134.54 per share.
The Company had 144 million shares of common stock outstanding as of June 30, 2026.
Outlook
Financial guidance: The Company reports the following financial guidance for the third quarter and full year 2026:
28 boilerplate lines (safe-harbor disclaimer, contacts, call details) are set aside.

How this is scored

  • Source: the press release Akamai Technologies, Inc. filed with the SEC as Exhibit 99 to Form 8-K (Item 2.02). Financial statements and boilerplate are set aside.
  • Tone: a financial sentiment model scores each sentence 0 to 100; the release score weights sentences by how material they are.
  • Materiality and guidance: a classifier judges whether each sentence is specific information, and what the release does to the outlook.
  • New this quarter: wording that does not appear in the prior release.
  • Hedging: uncertainty words (may, could, approximately, headwinds and similar) per 100 words of narrative.

These scores describe the release's language. They are not a forecast or a recommendation. Read the original filing

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