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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we announced partnerships with leading Internet security players, first Cloudflare, and then Akamai, who collectively serve millions of businesses globally”
Visa named Akamai a partner in its trusted agent protocol for securing agentic commerce.
“We feel that is well served, with strong players in the market like Akamai.”
F5 characterized Akamai as a strong incumbent in the CDN market, explaining that F5 added CDN capability (via the Lilac Cloud acquisition) to bundle with its security products rather than to compete head-on with Akamai for CDN share.
“I was thinking sort of like Oracle, but they're bringing on these huge AI training data centers, which are just come all online, but that's not how your business is.”
An analyst contrasts Oracle's large AI training data-center buildout with Akamai's more distributed, gradually-ramping inference compute model.
“with Q1 being slightly higher due to the wraparound impact of the Edgio transaction from last year.”
Akamai absorbed delivery revenue from the Edgio transaction (Edgio wound down), creating a Q1 wraparound benefit to its delivery business.
“We announced a relationship with NVIDIA. They refer customers over to us as an example.”
Beyond supplying GPUs, NVIDIA acts as a referral partner sending compute customers to Akamai, broadening Akamai's AI inference pipeline.
“incorporating NVIDIA Blackwell GPUs into Akamai's distributed cloud infrastructure with its unparalleled global reach and security at the edge.”
Akamai's new Inference Cloud is built on NVIDIA Blackwell GPUs, positioning NVIDIA as the core silicon supplier for Akamai's AI inference buildout.
“Another customer, Harmonic, whose technology helps to distribute video content for television and the Internet said”
Harmonic is named as an early Akamai Inference Cloud customer, a positive adoption signal for the video-tech vendor.
“One thing that did aid to the U.S. growth last year or the '25 was some of the Edgio contracts were more concentrated in the U.S.”
Akamai absorbed CDN contracts from failed competitor Edgio, which concentrated in the U.S. and is now anniversarying as a growth aid.
“is there may be an opportunity to benefit from outages at AWS and Azure as customers look for greater resiliency?”
An analyst frames Azure outages as a potential share-gain opportunity for Akamai, implying reliability concerns at Microsoft Azure.
“is there may be an opportunity to benefit from outages at AWS and Azure as customers look for greater resiliency?”
An analyst frames AWS outages as a potential share-gain opportunity for Akamai, implying reliability concerns at AWS.
“We're modernizing some of our back office, so we're able to retire some older systems and consolidate on to one. Oracle is a good example of where we're consolidating on to.”
Akamai is consolidating back-office systems onto Oracle, a modest read-through for Oracle as an enterprise-software vendor gaining a consolidated workload.
“Akamai Inference Cloud brings together Akamai's globally distributed architecture and expertise with NVIDIA's Blackwell AI infrastructure to provide the computing needed to unlock AI's true potential.”
Akamai's Inference Cloud is built on NVIDIA Blackwell GPUs, deepening a strategic partnership that positions NVIDIA hardware at the distributed edge for AI inference.
“we are now including domestic revenue from TikTok in our Q3 and full year 2025 revenue guidance”
With a full U.S. TikTok ban now seen as less likely, Akamai is including TikTok's ~$40-50M of U.S. revenue in guidance, reflecting TikTok as a large delivery customer.
“the Edgio acquisition is tracking just as we had hoped”
Akamai's Edgio (delivery/CDN assets) acquisition is tracking to plan, helping stabilize and grow the delivery business after migrating Edgio traffic.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Sanjit Singh | Morgan Stanley | 6 (0%) |
| Jackson Ader | KeyBanc Capital Markets | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 |
Akamai grew revenue 7% in Q4 with non-GAAP EPS of $1.84 up 11% as CIS revenue accelerated to 45% growth anchored by a $200 million AI inference deal, while API Security exceeded $100 million in run rate growing more than 100% year-over-year. Delivery revenue decline moderated to just 2%, approaching stabilization. Management introduced FY2026 guidance of $4.4-$4.55 billion in revenue with CIS growth of 45-50%, signaling the continued transition from CDN legacy to cloud compute and security.
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 |
| 8 (25%) |
| Needham | 1 | 8 (0%) |
| Raymond James | 1 | 8 (0%) |
| Craig-Hallum | 1 | 7 (14%) |
| Robert W. Baird | 1 | 7 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AKAM Akamai Technologies | 6 | +5.8% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 10 | +25.6% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| 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 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| 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% |