Akamai Technologies, Inc. · AKAM · Next earnings

Akamai Technologies, Inc. reports Thursday, Nov 5, 2026

AKAM reports after market close with consensus EPS at $1.69 and revenue at $1.12B. Last quarter: Akamai Q1 2026: $1.8B AI Deal Drives CIS Surge, Guidance Raised

Reports After market close46 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.69 Calendar consensus
Consensus revenue $1.12B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 46 days away

Where AKAM left off: FY2026 Q1

Full report

Akamai Q1 2026: $1.8B AI Deal Drives CIS Surge, Guidance Raised

EPS surprise +0.6% Reported $1.61 vs $1.60
Revenue surprise +0.1% Reported $1.07B vs $1.07B
Stock move +26.6% Event window
Subsequent drift -4.0% Up to 20 sessions

Management raised full-year guidance, citing the CIS pipeline and the $1.8 billion deal as underpinning double-digit revenue growth into 2027. CapEx is projected at $433–$453 million for Q2 and approximately 40–42% of total revenue for the full year—a material step-up from prior spending levels. Non-GAAP operating margin is expected to hold around 26%. The company continues aggressive share repurchases and remains opportunistic on M&A.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macroeconomic uncertainty and potential slowdown in enterprise spending.
  • Supply-chain constraints for GPUs and possible price volatility for components.
  • Intensifying competition from hyperscalers and emerging neo-cloud providers.
  • Power consumption and public scrutiny of large AI data centers.
  • Integration risk of any future acquisitions and execution of large-scale infrastructure builds.

Questions analysts left open

  • How Akamai's pricing and capacity compare with hyperscalers for the $1.8 billion deal.
  • Potential need for additional CapEx beyond current guidance to satisfy the GPU pipeline.
  • Impact of power and colocation constraints on scaling compute services.
  • Margin implications of large dedicated-capacity contracts versus on-demand pricing.
  • Timing of revenue recognition from the new long-term deal.

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Recent AKAM quarters

All AKAM earnings
+26.6%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.