secwatch.observer — SEC 8-K summary
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Issuer:     AKAMAI TECHNOLOGIES INC (AKAM)
CIK:        0001086222
Form:       8-K
Filed at:   2026-08-06T20:07:38+00:00
Accession:  0001086222-26-000083
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Akamai Q2 revenue up 5% to $1.1B; EPS down 27%; CIS revenue surges 39% YoY
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- Revenue $1.100B (+5% YoY); Security $604M (+10%); CIS $99M (+39%); Delivery $396M (-6%).
- GAAP EPS $0.52 (-27% YoY); Non-GAAP EPS $1.59 (-8% YoY); GAAP operating margin 7% (down 8pp).
- Signed multi-year CIS contracts worth >$2.8B YTD, including $600M+ from new U.S. tech customer for robotics.
- Q3 guidance: revenue $1.105B-$1.130B; non-GAAP EPS $1.60-$1.80. Full-year: revenue $4.445B-$4.530B; non-GAAP EPS $6.40-$7.05.
- Repurchased $410M in shares (3M shares at ~$134.54) in Q2.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1086222/000108622226000083/0001086222-26-000083-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1086222/000108622226000083/akam-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001086222-26-000083

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