Every 10-Q that Akamai Technologies Inc (AKAM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow AKAM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AKAM filings page.
Akamai Technologies reported Q2 2026 revenue of $1,099.7 million, up 5% year over year, and first-half revenue of $2,173.3 million, up 6%. Growth was driven by security solutions, with Q2 security revenue of $604.4 million, up 10%, and cloud infrastructure services revenue of $99.3 million, up 39%, while delivery and other cloud applications declined 6% to $395.9 million. Revenue was balanced between U.S. and international markets, each contributing 50%. Remaining performance obligations totaled $7.6 billion, with about 40% expected to be recognized within 12 months.
Profitability softened: Q2 income from operations was $80.3 million (7% margin versus 15% a year earlier) and net income was $79.4 million, down from $103.6 million; diluted EPS was $0.52. Higher cost of revenue, network build-out, co-location, bandwidth, and increased stock-based compensation lifted expenses, and operating cash flow for the first half declined to $638.8 million from $710.3 million. Akamai significantly expanded its capital structure, issuing $3.5 billion of new convertible senior notes due 2030 and 2032, bringing total convertible principal to $7.64 billion; the 2033 Notes became convertible in Q3 2026 and were reclassified as current. Cash, cash equivalents and marketable securities rose, and the company repurchased 5.0 million shares for $615.7 million in the first half. After quarter-end, Akamai agreed to acquire LayerX Security for approximately $205 million in cash to enhance its security portfolio.
Akamai Technologies reported Q1 2026 revenue of $1.07 billion, up 6% from $1.02 billion a year earlier, driven mainly by growth in security and cloud infrastructure services. Security revenue rose to $589.8 million (up 11%), while cloud infrastructure services reached $94.6 million (up 40%). Delivery and other cloud applications declined to $389.2 million (down 7%) as customers focused on cost optimization and renewals faced pricing pressure.
Higher co-location, network, payroll and stock-based compensation costs compressed profitability. Net income fell to $106.3 million from $123.2 million, with diluted EPS at $0.71 versus $0.82. Operating margin narrowed to 11% from 15%.
Operating cash flow remained strong at $312.5 million. The company continued investing in its AI-focused cloud infrastructure and repurchased $205.9 million of stock, ending the quarter with substantial cash, marketable securities and $4.14 billion of convertible senior notes outstanding.
Akamai Technologies (AKAM) reported higher Q3 results. Revenue was $1,054.6 million, up 5% year over year, and net income rose to $140.2 million from $57.9 million. Diluted EPS was $0.97 versus $0.38. Operating income improved as total costs decreased versus last year’s quarter that included restructuring.
Security led with $568.4 million (up 10%), cloud computing reached $179.7 million (up 8%), while delivery declined to $306.5 million (down 4%). For the nine months, operating cash flow was $1,152.2 million. The company issued $1,725.0 million of 2033 convertible notes, repaid $1,150.0 million of 2025 notes, and ended with total convertible notes principal of $4,140.0 million. Akamai repurchased 10.0 million shares for $800.0 million in the first nine months. Remaining performance obligations were $4.8 billion. Shares outstanding were 143,865,237 as of November 3, 2025.
Akamai Technologies reported revenue of $1,043,494 for the quarter ended June 30, 2025, up 7% from $979,580 a year earlier, led by security (+11%) and cloud computing (+13%) while delivery declined 3%. Income from operations was $151,461 and net income was $103,618 for the quarter, down from $131,688 a year ago, with basic EPS of $0.72 and diluted EPS of $0.71.
The company held $850,302 in cash and cash equivalents at June 30, 2025 and had total assets of $10,536,135. It issued $1,725.0 million of 2033 convertible senior notes in May 2025 and repaid $1,150.0 million of maturing notes. Akamai repurchased $800.0 million of stock during the six months and reported $4.3 billion of remaining performance obligations, with ~60% expected within 12 months. The effective tax rate was 30.3% for the six months, higher than 13.5% in the prior year.