Akamai Technologies Inc

AKAM: XNAS (USA)

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Akamai Earnings: $1.8 Billion AI Deal Reframes Growth Outlook, but Capex Burden Jumps

Mark Giarelli , Robert Leary

May 8, 2026

Akamai reported strong first-quarter results, with revenue up 6%, as the security business grew 11% and cloud infrastructure grew 40%, offset by a 7% decline in the content delivery network. A $1.8 billion commitment from a leading frontier model provider showcases Akamai’s CIS potential.

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Akamai Technologies Inc

Akamai Earnings: $1.8 Billion AI Deal Reframes Growth Outlook, but Capex Burden Jumps

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