earnings
confidence high
sentiment neutral
materiality 0.75
Akamai Q1 rev $1.074B (+6% YoY); GAAP EPS $0.71 (-13%); $1.8B CIS deal
AKAMAI TECHNOLOGIES INC
2026-Q1 EPS
reported $0.71
vs consensus $1.63
▼ miss
(-56.5%)
- Security rev $590M +11% YoY; CIS rev $95M +40%; Delivery & cloud apps $389M -7%.
- GAAP EPS $0.71 (-13% YoY); Non-GAAP EPS $1.61 (-5% YoY).
- Frontier model provider commits $1.8B over 7 years for Cloud Infrastructure Services.
- Q2 guidance: rev $1.075-1.1B, non-GAAP EPS $1.45-1.65; FY rev $4.445-4.55B.
- Repurchased 2M shares for $206M at weighted avg $105.47 in Q1.