Akamai

Akamai reported Q2 2026 revenue of $1.100 billion (1,099,682 thousand), up 5% year-over-year (5% when adjusted for foreign exchange). GAAP income from operations was $80 million, down 47% year-over-year, with a GAAP operating margin of 7%, down 8 percentage points. GAAP net income was $79 million, down 23%, and GAAP diluted EPS was $0.52, down 27%. Adjusted (non-GAAP) operating margin was 25%, down 5 points, and adjusted (non-GAAP) diluted EPS was $1.59, down 8%. Revenue by solution: Security $604 million (up 10%), Delivery and other cloud applications $396 million (down 6%), and Cloud Infrastructure Services $99 million (up 39%). International revenue was $549 million (up 6%) and U.S. revenue was $550 million (up 4%). Operating cash flow was $326 million. The company repurchased $410 million of stock (3 million shares) and disclosed a new multi-year CIS contract with a U.S.-based technology company worth more than $600 million over four years. Guidance: Q3 2026 revenue $1.105–1.130 billion and FY2026 revenue $4.445–4.530 billion; Q3 non-GAAP EPS $1.60–1.80 and FY2026 non-GAAP EPS $6.40–7.05; non-GAAP operating margin 24–26% for Q3 and 25–26% for FY2026.

No articles ingested yet for Akamai. Once the hourly news pipeline is live, every article the classifier tags as mentioning this company appears here with its one-line AI summary and sentiment.