Companies /Technology
Akamai Technologies Inc
NASDAQ: AKAM Software - Infrastructure
$101.65
▼ $5.30 (−4.96%) today
Markets closed · 6:49pm ET

Akamai (AKAM) Q1 2026 Earnings

Reported May 7, 2026, 4:15pm ET · SEC source
$1.61
Beat +0.35%
EPS · est. $1.60
$1.1B
Beat +0.08%
Revenue · est. $1.1B
−10.4%
Trailing market
AKAM vs S&P since report
6 quarters
Consecutive EPS beats

How Did AKAM Stock React to Q1 2026 Earnings?

% change · around the report
−18%−9%0+9%May 7May 8report 4:15pm ETearnings+0.8%+5.7%
−18%−9%0+9%May 7May 8earnings+0.8%+5.7%
AKAM +5.7%S&P 500 +0.8%
−18%−9%0+9%May 7May 8report 4:15pm ETearnings+2.4%+5.7%
−18%−9%0+9%May 7May 8earnings+2.4%+5.7%
AKAM +5.7%NASDAQ +2.4%
−20%−10%0+10%May 6May 15report 4:15pm ETearnings+1.0%+3.1%
−20%−10%0+10%May 6May 15earnings+1.0%+3.1%
AKAM +3.1%S&P 500 +1.0%
−20%−10%0+10%May 6May 15report 4:15pm ETearnings+2.0%+3.1%
−20%−10%0+10%May 6May 15earnings+2.0%+3.1%
AKAM +3.1%NASDAQ +2.0%
+26.58%
Day of report
+3.59%
Next session
+2.15%
One week
−12.01%
30 days

S&P 500 over the same 30 days: −1.65%.

Did AKAM Beat Earnings? Q1 2026 Results

Yes. Akamai reported Q1 2026 earnings of $1.61 a share on May 7, 2026, beating the $1.60 consensus estimate by 0.3%. Revenue was $1.1B against a $1.1B estimate.

Akamai Technologies posted a modest but clean beat in Q1 2026, delivering non-GAAP EPS of $1.61 against a consensus of $1.60, extending its streak of beating analyst EPS estimates to four consecutive quarters, while revenue of $1.07 billion edged ahead of expectations and grew 5.8% year over year. The headline story behind the quarter was a $1.80 billion, seven-year commitment from a leading U.S.-based frontier AI model provider for Akamai's Cloud Infrastructure Services, which saw revenue surge 40% year over year to $94.61 million and signals the company's deepening role in AI infrastructure buildout. Security revenue also advanced 11% to $589.79 million, helping offset a 7% decline in the legacy delivery segment. Margin pressure remained a theme, with non-GAAP operating margin compressing to 26% from 30% a year earlier, reflecting heavy capital investment. Guidance for Q2 calls for revenue of $1.07 billion to $1.10 billion and non-GAAP EPS of $1.45 to $1.65, with full-year 2026 revenue projected at $4.45 billion to $4.55 billion, as a challenging macro environment and cautious enterprise spending temper the near-term outlook.

Key Takeaways
  • Cloud Infrastructure Services revenue grew 40% year-over-year, driven by AI infrastructure demand
  • Security revenue grew 11% year-over-year, benefiting from enterprise demand amid AI evolution
  • International revenue grew 9% year-over-year
  • Delivery and other cloud applications revenue declined 7% year-over-year

“Akamai delivered a strong start to 2026, highlighted by a 40% year-over-year increase in Cloud Infrastructure Services (CIS) revenue and security growth of 11%.”

Akamai CEO, on the earnings call

What Was Akamai's Outlook in Q1 2026?

For Q2 2026, Akamai expects revenue of $1.075 billion to $1.100 billion, non-GAAP operating margin of 25%-26%, and non-GAAP EPS of $1.45-$1.65 on approximately 146 million diluted shares. For full-year 2026, the company guides revenue of $4.445 billion to $4.550 billion, non-GAAP operating margin of 26%, non-GAAP EPS of $6.40-$7.15 on approximately 147 million diluted shares, and a non-GAAP tax rate of 18.5%.

AKAM YoY Financials

Q1 2026 vs Q1 2025 · SEC filings Q1 2025 Q1 2026
$0$300.0M$600.0M$900.0M$1.0B$1.1BRevenue$154.6M$114.5MOperating Income$123.2M$106.3MNet Income
$0$300.0M$600.0M$900.0MRevenueOperating IncomeNet Income
AKAM income statement, Q1 2026 versus Q1 2025
Metric Q1 2026 Q1 2025 Year over year
Revenue $1.1B $1.0B +5.8%
Operating Income $114.5M $154.6M −25.9%
Net Income $106.3M $123.2M −13.7%

AKAM Revenue by Segment

Security$589.8M+11.0%
Delivery$389.2M−7.0%
Cloud Infrastructure Services$94.6M+40.0%

AKAM Revenue by Geography

United States$543.1M+3.0%
Rest of World$530.5M+9.0%

Figures from SEC filings and company reports. Not investment advice.