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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 | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| 2025Q4 | 15 | 9 | 5 | 6 | 3 | 1 | ||
| 2026Q1 | 13 | 7 | 3 | 4 | 5 | 1 | 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 | |
| Regulation Policy | 1 | 1 | 1 |
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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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q1 in brief
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%…
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +5.76% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Akamai Technologies (AKAM), FY2026 Q1: 6/10. Scores: Akamai Technologies’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AKAM daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Fatima Boolani | Citigroup | 11 questions · 9% challenging |
| John DiFucci | Guggenheim | 11 questions · 0% challenging |
| Patrick Colville | Scotiabank | 9 questions · 22% challenging |
| Frank Louthan | Raymond James | 9 questions · 0% challenging |
| Jon Ho | William Blair | 9 questions · 11% challenging |
| Sanjit Singh | Morgan Stanley | 8 questions · 13% challenging |
| Mike Cikos | Bank of America | 8 questions · 0% challenging |
| Rishi Jaluria | RBC Capital Markets | 7 questions · 14% challenging |
| Jackson Ader | KeyBanc Capital Markets | 7 questions · 0% challenging |
| Will Power | Robert W. Baird | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 3 analysts | 12 questions · 0% challenging |
| Guggenheim | 1 analyst | 11 questions · 0% challenging |
| Citigroup | 1 analyst | 11 questions · 9% challenging |
| William Blair | 1 analyst | 9 questions · 11% challenging |
| Raymond James | 1 analyst | 9 questions · 0% challenging |
| Scotiabank | 1 analyst | 9 questions · 22% challenging |
| Morgan Stanley | 1 analyst | 8 questions · 13% challenging |
| KeyBanc Capital Markets | 1 analyst | 7 questions · 0% challenging |
What AKAM and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We partner with OpenAI on security vulnerabilities, helping define them and protecting our customers for the associated attacks, but OpenAI is not and has not been a customer of Akamai Technologies, Inc.”
Akamai partners with OpenAI on defining security vulnerabilities but clarifies OpenAI is not a cloud or delivery customer, so Sora's shutdown has no revenue impact.
“and we announced the rollout of thousands of NVIDIA RTX Pro 6000 GPUs.”
Akamai is deploying thousands of NVIDIA RTX Pro 6000 GPUs to build its distributed AI inference platform, a major NVIDIA supply relationship.
| 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% | |
| 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% | |
| IOT Samsara Inc. | 10 | +28.3% | |
| MDB MongoDB, Inc. | 9 | +26.8% | |
| MSFT Microsoft Corporation | 9 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PATH UiPath Inc. | 9 | +13.6% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +65.5% | |
| TWLO Twilio Inc. | 10 | +20.0% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.9% |