Akamai Q2 revenue +5.4% to $1.10B; net income -23.4% to $79.4M as cloud capex drives costs

Filed August 7, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 8, 2025 · ~1 min read

Key Changes

• high

  Operating income fell 47% YoY to $80.3M (margin compressed from 15% to 7%) due to higher co-location, bandwidth, network build-out costs, and a new retirement benefit that accelerated stock-based compensation expense.

  MD&A: Operating Income verify on EDGAR →
• high

  Cloud infrastructure services revenue grew 39% YoY to $99.3M, driven by compute solutions and partner platforms, while delivery and other cloud applications revenue declined 6% to $395.9M on pricing pressure and customer cost optimization.

  MD&A: Revenue by Solution verify on EDGAR →
• high

  total convertible debt increased from $4.1B to $7.6B.

  MD&A: Convertible Notes Issuance verify on EDGAR →