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AKAMAI TECHNOLOGIES INC Q1 FY26 Results

AKAMQ1 FY26 Results
Filing
MetricValue ($ M)Q1 FY25
Revenue1.1K5.8%
Total Income1.1K5.8%
Expenditure959.1211.4%
PBT122.0029.6%
Net Profit106.3213.7%
OPM10.66%4.56pp
NPM9.90%2.23pp
EPS0.7312.1%
View full financials

Akamai Reports Q1 2026 Revenue of $1.074 Billion, Up 6% Y-o-Y

08 May 2026 · 8 May, 1:55 am

Summary

Akamai Technologies reported a strong start to 2026 with first quarter revenue of $1.074 billion, a 6% increase year-over-year. Cloud Infrastructure Services revenue grew by 40%, while Security revenue increased by 11%. GAAP net income per diluted share decreased by 13% to $0.71, and non-GAAP net income per diluted share decreased by 5% to $1.61. The company also announced a $1.8 billion commitment over seven years from a leading frontier model provider for Cloud Infrastructure Services.

Key Highlights

  1. 1

    Akamai's first quarter revenue reached $1.074 billion, reflecting a 6% increase year-over-year.

  2. 2

    Cloud Infrastructure Services revenue showed substantial growth, increasing by 40% year-over-year to $95 million.

  3. 3

    Security revenue increased by 11% year-over-year, reaching $590 million.

  4. 4

    GAAP net income per diluted share was $0.71, a decrease of 13% year-over-year.

  5. 5

    Non-GAAP net income per diluted share was $1.61, down 5% year-over-year.

  6. 6

    A leading frontier model provider committed $1.8 billion over seven years for Cloud Infrastructure Services.

Management Comments

D

Dr. Tom Leighton

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%. And, today, we are very pleased to announce that a leading frontier model provider has committed to $1.8 billion over seven years for CIS, further validating our position as a key infrastructure provider in the AI economy. Our security portfolio is also uniquely positioned to benefit from the rapid evolution of AI, with our enterprise customers needing our security products and expertise more than ever before.

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