| AKAM |
Report |
Total revenue |
IN-LINE |
pred ~$1.10B vs. cons ~$1.10B |
MEDIUM |
| AKAM |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$1.61 vs. cons ~$1.58 |
MEDIUM |
| AKAM |
Report |
Cloud Infrastructure Services revenue |
BEAT |
pred ~$117M vs. cons ~$115M |
LOW |
| AKAM |
Guide |
FY26 total revenue |
BETTER |
guide ~$4.50B vs. cons ~$4.49B (FY26) |
MEDIUM |
| AKAM |
Guide |
FY26 non-GAAP EPS |
BETTER |
guide ~$6.78 vs. cons ~$6.74 (FY26) |
MEDIUM |
| AKAM |
Guide |
FY26 CIS constant-currency growth |
BETTER |
guide ~55% vs. cons ~52% (FY26) |
LOW |
| AKAM |
Guide |
FY26 capex as a percentage of revenue |
UNCHANGED |
guide ~41% vs. cons ~41% (FY26) |
MEDIUM |
| AKAM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| AKAM |
Return |
5-day cumulative residual |
+4.0% (STABILIZE) |
A modest ~$0.04 EPS beat versus ~$1.58 consensus and a ~1-point FY26 CIS-growth lift versus ~52% support initial upside, but FY26 revenue guidance of ~$4.50B versus ~$4.49B and capex of ~41% versus ~41% leave limited out-period estimate revision. |
MEDIUM |