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Stock impact report

Akamai Technologies Highlights $400M Cloud Run Rate, Edge AI Inference Push at Morgan Stanley TMT 2026 [Yahoo! Finance]

Akamai Technologies, Inc. (AKAM) 
Last akamai technologies, inc. earnings: 4/28 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.akamai.com
Company Research Source: Yahoo! Finance
broad-based adoption across “hundreds” of customers rather than a few mega-deals, and management cites an egress-cost advantage versus hyperscalers. The company is scaling its Inference Cloud for latency-sensitive edge GPU inference — live in about 20 locations with potential to expand to 20–40 — and disclosed a $200 million, four-year deal that grew from a proof-of-concept to a large-cluster order. Security remains a major growth engine: API Security is above a $100 million run rate and growing 100%, renewal rates are in the “90s%” range, and Akamai adds roughly $200–$250 million of new security revenue annually. Interested in Akamai Technologies, Inc.? Here are five stocks we like better. Cybersecurity Demand Is High—Yet This ETF Is on Sale Akamai Technologies (NASDAQ:AKAM) Chief Financial Officer Ed McGowan said the company is building on its legacy content delivery network (CDN) business by expanding further into cloud infrastructure and edge-based AI inference, describi Show less Read more
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