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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Akamai Technologies (AKAM) is 6/10.
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.
Scored from Akamai Technologies’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.02B | +2.5% | $0.91 | -11.7% | 14.5% | 13.7% | $181M |
| FY2025 Q1 | $1.02B | +2.9% | $0.82 | -26.1% | 15.2% | 12.1% | $55M |
| FY2025 Q2 | $1.04B | +6.5% | $0.71 | -17.4% | 14.5% | 9.9% | $235M |
| FY2025 Q3 | $1.05B | +5.0% | $0.97 | +155.3% | 15.7% | 13.3% | $247M |
| FY2025 Q4 | $1.09B | +7.4% | $0.58 | -36.3% | 13.8% | 7.8% | $162M |
| FY2026 Q1 | $1.07B | +5.8% | $0.71 | -13.4% | 10.7% | 9.9% | $121M |
| FY2026 Q2 | $1.10B | +5.4% | $0.52 | -26.8% | 7.3% | 7.2% | $101M |