Q2 FY2026 EarningsQ2 FY26 revenue of $1,100M slightly beat the $1,093M consensus, while normalized EPS of $1.59 beat expectations of $1.58. Strong growth in Cloud Infrastructure (+39% YoY) and Security (+10% YoY) offset a 6% decline in Delivery revenue. However, GAAP profitability was pressured by increased stock-based compensation and expansion costs, with GAAP EPS of $0.52 missing the $0.65 consensus. Massive capital investment in AI infrastructure is underway, signaled by $3.5B in new convertible debt issued during the quarter.
Financial report interval: 2026.03.30 - 2026.06.30
Preview: Akamai Tech(AKAM) predict that the Revenue is 1.1 B (+5.38%), Beat estimate;the EBIT is 270.71 M (-12.28%), Miss estimate;the EPS is 0.52 (-26.76%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.10B5.38%
1.09B4.73%
+0.01B0.65%
EBITMiss expectations
0.27B12.28%
0.28B9.97%
-0.01B2.31%
EPSMiss expectations
0.5226.76%
0.65337.99%
-0.133318.77%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf