| AKAM |
Report |
Q2 revenue |
BEAT |
pred ~$1.103B vs. cons $1.090B |
MEDIUM |
| AKAM |
Report |
Q2 non-GAAP EPS |
BEAT |
pred ~$1.60 vs. cons $1.45 |
MEDIUM |
| AKAM |
Report |
Q2 remaining performance obligations |
BEAT |
pred ~$7.05B vs. cons $6.90B |
LOW |
| AKAM |
Guide |
Q3 revenue |
UNCHANGED |
guide ~$1.14B vs. cons $1.13B (2026Q3) |
MEDIUM |
| AKAM |
Guide |
Q3 non-GAAP EPS |
LOWER |
guide ~$1.62 vs. cons $1.66 (2026Q3) |
MEDIUM |
| AKAM |
Guide |
Full-year revenue |
BETTER |
guide ~$4.54B vs. cons $4.51B (FY2026) |
MEDIUM |
| AKAM |
Guide |
Full-year non-GAAP EPS |
UNCHANGED |
guide ~$6.78 vs. cons $6.82 (FY2026) |
MEDIUM |
| AKAM |
Guide |
Cloud Infrastructure Services growth |
BETTER |
guide ~55% vs. cons 50% constant-currency growth (FY2026) |
MEDIUM |
| AKAM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| AKAM |
Return |
5-day cumulative residual |
+1.2% (FADE) |
Contract RPO validation and stronger CIS growth drive the initial gain, but guide of ~$1.62 versus $1.66 Q3 EPS consensus implies heavier LayerX and infrastructure costs; maintaining FY2026 EPS near ~$6.78 versus $6.82 consensus shifts the burden to Q4 and limits upward revisions. |
MEDIUM |