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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| John DiFucci | Guggenheim | 10 | 0% |
| Fatima Boolani | Citigroup | 9 | 11% |
| Jon Ho | William Blair | 9 | 11% |
| Mike Cikos | Needham | 8 | 0% |
| Frank Louthan | Raymond James | 8 | 0% |
| Patrick Colville | Scotiabank | 8 | 25% |
| Jeff Rhee | Craig-Hallum | 7 | 14% |
| Will Power | Robert W. Baird | 7 | 0% |
| Rishi Jaluria | RBC Capital Markets | 6 | 17% |
| Jim Fish | Piper Sandler | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Guggenheim | 1 | 10 | 0% |
| Citigroup | 1 | 9 | 11% |
| William Blair | 1 | 9 | 11% |
| Scotiabank | 1 |
| 8 |
| 25% |
| Needham | 1 | 8 | 0% |
| Raymond James | 1 | 8 | 0% |
| Craig-Hallum | 1 | 7 | 14% |
| Robert W. Baird | 1 | 7 | 0% |
Akamai grew revenue 6% as reported and 4% in constant currency in Q1 as the company signed a landmark $1.8 billion seven-year CIS commitment with a frontier model company, the largest deal in company history, and CIS outlook was raised to at least 50% constant currency growth. Security revenue grew 11% led by WAF, API Security, and Guardicore. Non-GAAP EPS of $1.61 declined 5% year-over-year on investment spending, though management guided for double-digit total company revenue growth by 2027.
Cloud & AI | Demand | Revenue Growth | Competitive Dynamics | Capex Investment | Guidance Reliability | Margin | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 6 | 5 | 6 | 1 | 2 | 2 | 1 |
| 2025Q1 | 4 | 5 | 11 | 9 | 1 | 1 | 1 | |
| 2025Q2 | 8 | 5 | 8 | 3 | 2 | |||
| 2025Q3 | 14 | 11 | 9 | 9 | 1 | 4 | 3 | 1 |
| 2025Q4 | 15 | 9 | 5 | 6 | 3 | 1 | ||
| 2026Q1 | 13 | 7 | 3 | 4 | 5 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 7 | 4 | 8 | 14 | 15 | 13 |
| Demand | 6 | 5 | 5 | 11 | 9 | 7 |
| Revenue Growth | 5 | 11 | 8 | 9 | 5 | 3 |
| Competitive Dynamics | 6 | 9 | 3 | 9 | 6 | 4 |
| Capex Investment | 1 | 1 | 3 | 5 | ||
| Guidance Reliability | 2 | 1 | 2 | 4 | ||
| Margin | 2 | 1 | 3 | 1 | 1 | |
| Pricing | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AKAM Akamai Technologies | 6 | +5.8% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |