Akamai Technologies, Inc. filings document the company's public-company reporting for a Nasdaq-listed common stock issuer focused on cybersecurity, cloud computing, and online application delivery. Recent Form 8-K reports furnish quarterly and annual financial results and segment disclosures for Security, Delivery and other cloud applications, and Cloud Infrastructure Services.
The filing record also includes proxy materials covering board and executive compensation matters, equity incentive plan administration, performance-based bonus measures, and governance disclosures. Regulation FD and other current reports document product announcements such as Akamai Inference Cloud, registered common stock details, and disclosed officer and director open-market stock purchases.
Akamai Technologies, Inc. (AKAM) reported third-quarter 2026 revenue of $1,121.961 million, up 6% from $1,054.630 million a year earlier, while net income fell to $117.104 million from $140.170 million. Income from operations was $108.721 million versus $166.024 million. Security revenue rose 9% to $621.892 million and cloud infrastructure services rose 34% to $108.803 million; delivery and other cloud applications revenue declined 3% to $391.266 million.
During 2026, Akamai entered multi-year cloud infrastructure services arrangements totaling more than $14 billion, including with customers building and operating AI workloads. It expects revenue from these commitments to begin in the fourth quarter of 2026 and accelerate in 2027, with anticipated capacity fully operational by the end of 2028. In July, Akamai acquired all outstanding equity interests of LayerX Security Ltd. for $192.9 million in cash; the purchase-price allocation was preliminary as of September 30, 2026.
For the first nine months, operating cash flow was $1,071.811 million versus $1,152.181 million in 2025. Convertible notes had $7,640.0 million in principal outstanding as of September 30, 2026; no holders had submitted notes for conversion and no conversions had occurred.
Akamai Technologies, Inc. reported third-quarter 2026 revenue of $1.122 billion, up 6% year over year. Security revenue was $622 million, up 9%, and Cloud Infrastructure Services revenue was $109 million, up 34%.
GAAP income from operations was $109 million, down 35%, and GAAP net income was $117 million, down 16%. GAAP diluted earnings per share were $0.77, down 21%; non-GAAP diluted earnings per share were $1.77, down 5%. Adjusted EBITDA was $435 million, down 5%. Cash from operations was $433 million, and cash, cash equivalents and marketable securities totaled $4.239 billion as of September 30, 2026. Akamai spent $616 million to repurchase 5 million shares during the nine months ended September 30, 2026; it made no repurchases in the third quarter.
For 2027, Akamai projects Cloud Infrastructure Services revenue of $1.1 billion to $1.3 billion and total revenue growth of 17% to 22% year over year when adjusted for foreign exchange; 2028 total revenue is projected to exceed $7.0 billion. Fourth-quarter 2026 revenue guidance is $1.145 billion to $1.170 billion, and full-year guidance is $4.440 billion to $4.465 billion.
Akamai Technologies Inc. (AKAM) is the issuer in an amended Schedule 13G reporting that Vanguard Portfolio Management beneficially owned 7,176,359 shares, or 4.99% of the common stock, as of September 30, 2026. The reported position includes securities beneficially owned by Vanguard Portfolio Management LLC and specified affiliates and business divisions, including securities held by Vanguard funds and client accounts over which those entities exercise dispositive and/or voting power.
The statement lists sole dispositive power over 7,176,359 shares and sole voting power over 19,176 shares; shared dispositive and voting power are each reported as zero. It states that Vanguard Portfolio Management, including registered investment companies and other managed accounts, has the right to receive or direct dividends or sale proceeds, and that no other person's interest exceeds 5%.
Akamai Technologies Inc. (AKAM) reported that The MMMM Family Living Trust, of which EVP and GM Security Mani Sundaram is a trustee, sold 7,022 common shares on September 25, 2026, at a weighted average price of $125.62 per share. The sale was made pursuant to a Rule 10b5-1 trading plan adopted by Sundaram on May 22, 2026. The trust's reported position after the sale was 14,625 shares; a separate 401(k) Plan holding was approximately 194 shares as of September 25, 2026.
Kim Salem-Jackson, Akamai Technologies’ EVP, Chief Marketing Officer, sold 2,013 common shares at $128 per share on September 25, 2026, under a Rule 10b5-1 trading plan adopted March 10, 2026. Following the sale, direct holdings were 57,197 shares. The reported position also included approximately 196 shares held indirectly through the 401(k) Plan as of September 25, 2026.
Akamai Technologies Inc. (AKAM) lists a proposed sale of 7,022 common shares for the account of Sundaram Mani, identified as an officer. The proposed sale has an aggregate market value of $882,123.00 and an approximate sale date of September 25, 2026. The remarks identify the account as THE MMMM FAMILY LIVING TRUST, M & M RAMAKRISHNAN TTEE.
Akamai Technologies Inc. officer Kim Salem-Jackson filed notice of a proposed sale of 2,013 common shares, with an aggregate market value of $257,664.00. The notice lists September 25, 2026, as the approximate sale date and NASDAQ as the exchange. The securities table lists restricted-stock lapse entries dated March 6, April 26, May 13, May 14 and June 1, 2021, and identifies equity compensation as the payment nature.
Akamai Technologies, Inc. adopted amendments to its Code of Ethics on September 22, 2026. The Audit Committee approved revisions intended to clarify and reorganize the Code, add defined terms and roles and responsibilities, and expand its scope to address emerging areas of focus. The Code applies to employees, directors, officers, executives and contractors. The amendments did not waive any provision of the prior Code.
Akamai Technologies, Inc. entered into two project plans with Anthropic under an existing master services agreement for dedicated cloud capacity and support. Anthropic committed to pay approximately $11.6 billion in aggregate, subject to termination rights and satisfaction of delivery and service-availability requirements. Each plan has an initial seven-year term from its respective service start date.
Akamai issued Anthropic a warrant to purchase up to 387,051 non-voting Series B preferred shares, initially convertible into 7,741,020 common shares. The exercise price is $2,226.60 per preferred share. The warrant vests in four tranches: 40% upon the first payment by Anthropic or its subsidiaries or affiliates under Project Plan 3, and three successive 20% tranches as Anthropic commits each additional $3 billion in contractual value, subject to conditions including the master agreement remaining in effect. Akamai estimates approximately $5.5 billion in total capital expenditures related to the commitment and anticipates an approximately $1.7 billion increase in 2026 capital expenditures, with no expected impact to 2026 revenue guidance.
Akamai also authorized Jabil to purchase approximately $1.7 billion of memory components, with Akamai paying corresponding supplier invoices when Jabil receives the components. Jabil will hold unused components on consignment and repurchase them at cost as they are used. Lenovo will provide hardware, software and related services under a seven-year statement of work.
AKAMAI TECHNOLOGIES INC (AKAM) executive Paul C. Joseph, EVP - Global Sales, reported selling 3,100 shares of common stock on September 15, 2026 at an average price of $105.63 per share. The sale was made pursuant to a Rule 10b5-1 trading plan adopted on March 4, 2026. After this sale, he held 28,472 shares directly and 193.582 shares indirectly through a 401(k) plan as of September 14, 2026.