Akamai (AKAM) Q2 2026 Earnings
How Did AKAM Stock React to Q2 2026 Earnings?
S&P 500 over the same 30 days: −1.40%.
Did AKAM Beat Earnings? Q2 2026 Results
Yes. Akamai reported Q2 2026 earnings of $1.59 a share on Aug 6, 2026, beating the $1.58 consensus estimate by 0.8%. Revenue was $1.1B against a $1.1B estimate.
Akamai Technologies delivered a clean beat in Q2 2026, extending its streak of exceeding Wall Street expectations to five consecutive quarters as adjusted EPS of $1.59 edged past the $1.58 consensus and revenue of $1.10 billion grew 5.4% year over year, nudging ahead of the $1.09 billion estimate. The clearest engine behind the quarter was a 39% surge in Cloud Infrastructure Services to $99.32 million, anchored by blockbuster contract signings that pushed year-to-date CIS commitments past $2.80 billion, including a single four-year deal worth more than $600 million tied to robotics-related AI infrastructure. Security revenue climbed 10% to $604.44 million, partially offsetting a 6% decline in the legacy Delivery segment. Despite the top-line momentum, heavy infrastructure spending drove meaningful margin compression, a tension that colored investor reaction even as management guided Q3 revenue of $1.11 billion to $1.13 billion and raised the full-year non-GAAP EPS outlook to a range of $6.40 to $7.05 on revenue of $4.45 billion to $4.53 billion.
- Security revenue grew 10% YoY driven by sustained momentum
- Cloud Infrastructure Services revenue surged 39% YoY to $99M
- Year-to-date multi-year CIS contracts collectively worth over $2.8 billion signed
- New U.S.-based technology customer committed to more than $600M over four years for CIS to power robotics development
“Akamai delivered a strong second quarter, highlighted by sustained momentum across our security and Cloud Infrastructure Services (CIS) portfolios. We are especially excited by the rapid growth of our CIS portfolio. Year-to-date, we have signed numerous customers to multi-year CIS contracts, collectively worth over $2.8 billion. This includes a contract with a U.S.-based technology company, which is also a new customer, worth more than $600 million over four years. These major contract wins validate Akamai's growing position as a key AI infrastructure provider.”
Akamai CEO, on the earnings call
What Is Akamai's Outlook?
For Q3 2026, Akamai guides revenue of $1,105M–$1,130M, non-GAAP operating margin of 24%–26%, and non-GAAP EPS of $1.60–$1.80. For full-year 2026, the company guides revenue of $4,445M–$4,530M, non-GAAP operating margin of 25%–26%, non-GAAP EPS of $6.40–$7.05, with a 19% non-GAAP tax rate and approximately 150 million diluted shares.
AKAM YoY Financials
| Metric | Q2 2026 | Q2 2025 | Year over year |
|---|---|---|---|
| Revenue | $1.1B | $1.0B | +5.4% |
| Gross Profit | $613.8M | $617.0M | −0.5% |
| Operating Income | $80.3M | $151.5M | −47.0% |
| Net Income | $79.4M | $103.6M | −23.4% |
AKAM Revenue by Segment
AKAM Revenue by Geography
When Does Akamai Report Next?
Figures from SEC filings and company reports. Not investment advice.