• Reported GAAP EPS of $0.59 down -36.56% YoY • Reported revenue of $1.09B up 7.35% YoY • Akamai expects full year 2026 revenue between $4.4B and $4.55B, with non-GAAP operating margin between 26% and 28%, and non-GAAP net income per diluted share between $6.20 and $7.20.
Bullish
Akamai saw strong Q4 growth in Cloud Infrastructure Services, up 45%, and Security revenue, up 11%, driven by new AI-focused products. Akamai delivered better-than-expected top and bottom line results.
Bearish
Akamai's GAAP diluted EPS decreased 36% to $0.58, impacted by a $55M restructuring charge. Additionally, Delivery revenue declined 2% year-over-year, reflecting challenges in a core segment.