At the archive date, AKAMAI TECHNOLOGIES INC was expected to release its Q3 2026 10-Q filing on November 4, 2026, after market close. Last quarter: Akamai reported 5% revenue growth in Q2 FY2026 driven by security and cloud infrastructure, but net income fell 23% as rising infrastructure and personnel costs outpaced revenue gains.
EPS Estimate
$1.72
Revenue Estimate
$1.14B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the AKAM page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Security solutions revenue increased 10% year-over-year, led by API security, web application, and Guardicore segmentation products. Cloud infrastructure services revenue surged 39%, driven by compute solutions and partner programs. Delivery revenue declined 6% due to continued pricing pressure and traffic optimization by customers.
Cost of revenue rose 14% year-over-year, with network build-out and supporting services up 28%, co-location costs up 14%, and bandwidth fees up 17%. Management expects further cost increases in the remainder of 2026 due to hyperscaler-driven price hikes for servers, memory, and co-location.
Stock-based compensation expense increased across all functions, partly due to a new retirement benefit that reduced the service period for eligible employees, and from achievement of performance-based compensation targets.
Cost of Revenue
$485.93M
+13.93% YoY
EPS (Diluted)
$0.52
-26.76% YoY
Operating Income
$80.28M
-46.99% YoY
Add AKAM to your watchlist to keep its archived reports easy to find. New filing alerts are no longer sent.