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Removed Risk Disclosures

  • Material Weakness (removed) — The baseline disclosed a previously identified and remediated material weakness; the current filing only references it generically without the specific date, reflecting a lifecycle removal rather than a new issue.
NASDAQ: AKAM AKAMAI TECHNOLOGIES INC 10-Q

Akamai pivots to AI cloud with $14B+ contracts, $6.8B capex, and margin compression

Filed November 6, 2026 · Period ending September 30, 2026 · Compared to 10-Q Nov 7, 2025 · ~1 min read

Key Changes

  • high

    Akamai signed multi-year cloud infrastructure deals totaling over $14 billion, including $11.6 billion from Anthropic, with revenue recognition starting Q4 2026.

    MD&A: Strategic repositioning verify on EDGAR →
  • high

    Operating income fell 35% to $108.7 million as cost of revenue jumped 17%, driven by network build-out and co-location costs.

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

    Capital expenditures are expected to reach $6.8 billion over the next several years, with $761.5 million already spent this year.

    MD&A: Capex verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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View original filing on SEC.gov View full financials on EDGAR ↗

Figures/quotes linked to EDGAR · Narrative written by AI · Nov 9, 2026 · How we verify