Akamai Technologies (AKAM) official guidance
Akamai Technologies (AKAM) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteAKAMAKAMAI TECHNOLOGIES INCFY2026 · ends 2026-12-31
1 metric1 newearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC$60Mnew
We expect to invest up to $500 million in CapEx to replenish and expand our GPU capacity. We expect to spend approximately $60 million of that this year, with the remainder hitting in early 2027.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCQ3 FY2026 · ends 2026-09-30
1 metric1 newearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC$475M – $525Mnew143.6% – 169.2% vs Q3 FY2025
For the reasons I highlighted earlier, we expect to spend approximately $475 million-$525 million in the third quarter.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCFY2026 · ends 2026-12-31
1 metric1 loweredearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC40%lowered -2.4%
At this time, we anticipate our full-year capital expenditures will be approximately 40% of total revenue.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-05-08 04:01:38 UTC40% – 42%raised +67.3%
At this time, we anticipate our full year capital expenditures will be approximately 40%-42% of total revenue, including the $700 million impact from the $1.8 billion contract we mentioned earlier.
AKAM · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-02-20 05:01:49 UTC23% – 26%new
We anticipate that full year capital expenditures will be approximately 23%-26% of total revenue, driven by the investments and costs that I mentioned earlier.
AKAM · transcript · Q4 FY2025
2026-02-20 05:00:00 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCQ3 FY2026 · ends 2026-09-30
2 metrics2 newearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC43% – 46%new
This represents approximately 43%-46% of total revenue.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-07 04:01:38 UTC$153M – $155Mnew
We expect non-GAAP depreciation expense to be $153 million-$155 million.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCFY2026 · ends 2026-12-31
1 metric1 maintainedearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC150Mmaintained
This non-GAAP earnings guidance is based on non-GAAP effective tax rate of approximately 19% and a fully diluted share count of approximately 150 million shares.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 20:08:45 UTC150Mraised +2.0%
| Shares used in non-GAAP per diluted share calculations \* (in millions) | 150 | | | 150 | | | 150 | | | 150 | |
AKAM · EX-99.1 · Q2 FY2026
2026-08-06 20:07:38 UTCOpen source
2026-05-08 04:01:38 UTC147Mmaintained
This non-GAAP earnings guidance is based on a non-GAAP effective tax rate of approximately 18.5% and a fully diluted share count of approximately 147 million shares.
AKAM · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 20:16:49 UTC147Mmaintained
| Shares used in non-GAAP per diluted share calculations \* (in millions) | 146 | | | 146 | | | 147 | | | 147 | |
AKAM · EX-99.1 · Q1 FY2026
2026-05-07 20:15:51 UTCOpen source
2026-02-20 05:01:49 UTC147Mmaintained
This non-GAAP earnings guidance is based on a non-GAAP effective tax rate of approximately 19% and a fully diluted share count of approximately 147 million shares.
AKAM · transcript · Q4 FY2025
2026-02-20 05:00:00 UTCOpen source
2026-02-19 21:16:58 UTC147Mnew
| Shares used in non-GAAP per diluted share calculations * (in millions) | 148 | | | 148 | | | 147 | | | 147 | | |
AKAM · EX-99.1 · Q4 FY2025
2026-02-19 21:15:50 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCQ3 FY2026 · ends 2026-09-30
2 metrics1 new1 maintainedearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC150Mmaintained
This EPS guidance assumes taxes of $55 million-$62 million based on an estimated quarterly non-GAAP tax rate of approximately 19%, and it also reflects a fully diluted share count of approximately 150 million shares.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 20:08:45 UTC150Mnew
| Shares used in non-GAAP per diluted share calculations \* (in millions) | 150 | | | 150 | | | 150 | | | 150 | |
AKAM · EX-99.1 · Q2 FY2026
2026-08-06 20:07:38 UTCOpen source
2026-08-07 04:01:38 UTC38% – 40%new
We anticipate Q3 EBITDA margin of approximately 38%-40%.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCFY2026 · ends 2026-12-31
1 metric1 maintainedearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC19%maintained
This non-GAAP earnings guidance is based on non-GAAP effective tax rate of approximately 19% and a fully diluted share count of approximately 150 million shares.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 20:08:45 UTC19%raised +2.7%
| Non-GAAP tax rate\* | 19 | | % | 19 | | % | 19 | | % | 19 | | % |
AKAM · EX-99.1 · Q2 FY2026
2026-08-06 20:07:38 UTCOpen source
2026-05-08 04:01:38 UTC18.5%maintained
This non-GAAP earnings guidance is based on a non-GAAP effective tax rate of approximately 18.5% and a fully diluted share count of approximately 147 million shares.
AKAM · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 20:16:49 UTC18.5%lowered -2.6%
| Non-GAAP tax rate\* | 18.5 | | % | 18.5 | | % | 18.5 | | % | 18.5 | | % |
AKAM · EX-99.1 · Q1 FY2026
2026-05-07 20:15:51 UTCOpen source
2026-02-20 05:01:49 UTC19%maintained
This non-GAAP earnings guidance is based on a non-GAAP effective tax rate of approximately 19% and a fully diluted share count of approximately 147 million shares.
AKAM · transcript · Q4 FY2025
2026-02-20 05:00:00 UTCOpen source
2026-02-19 21:16:58 UTC19%new
| Non-GAAP tax rate* | 19 | | % | 19 | | % | 19 | | % | 19 | | % |
AKAM · EX-99.1 · Q4 FY2025
2026-02-19 21:15:50 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCQ3 FY2026 · ends 2026-09-30
1 metric1 maintainedearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC19%maintained
This EPS guidance assumes taxes of $55 million-$62 million based on an estimated quarterly non-GAAP tax rate of approximately 19%, and it also reflects a fully diluted share count of approximately 150 million shares.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 20:08:45 UTC19%new
| Non-GAAP tax rate\* | 19 | | % | 19 | | % | 19 | | % | 19 | | % |
AKAM · EX-99.1 · Q2 FY2026
2026-08-06 20:07:38 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCFY2026 · ends 2026-12-31
1 metric1 maintainedearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC$6.4 – $7.05maintained
For the full-year 2026, we expect non-GAAP earnings per diluted share in the range of $6.40-$7.05.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 20:08:45 UTC$6.4 – $7.05lowered -0.7%
| Non-GAAP net income per diluted share \* | $ | 1.60 | | $ | 1.80 | | $ | 6.40 | | $ | 7.05 | |
AKAM · EX-99.1 · Q2 FY2026
2026-08-06 20:07:38 UTCOpen source
2026-05-08 04:01:38 UTC$6.4 – $7.15maintained
For full year 2026, we expect non-GAAP earnings per diluted share in the range of $6.40-$7.15.
AKAM · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 20:16:49 UTC$6.4 – $7.15raised +1.1%
| Non-GAAP net income per diluted share \* | $ | 1.45 | | $ | 1.65 | | $ | 6.40 | | $ | 7.15 | |
AKAM · EX-99.1 · Q1 FY2026
2026-05-07 20:15:51 UTCOpen source
2026-02-20 05:01:49 UTC$6.2 – $7.2maintained
Moving to EPS for the full year 2026, we expect non-GAAP earnings per diluted share in the range of $6.20-$7.20.
AKAM · transcript · Q4 FY2025
2026-02-20 05:00:00 UTCOpen source
2026-02-19 21:16:58 UTC$6.2 – $7.2new
| Non-GAAP net income per diluted share * | $ | 1.50 | | $ | 1.67 | | $ | 6.20 | | $ | 7.20 |
AKAM · EX-99.1 · Q4 FY2025
2026-02-19 21:15:50 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCQ3 FY2026 · ends 2026-09-30
1 metric1 maintainedearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC$1.6 – $1.8maintained
With the overall revenue and spend configuration I just outlined, we expect Q3 non-GAAP EPS in the range of $1.60-$1.80.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 20:08:45 UTC$1.6 – $1.8new
| Non-GAAP net income per diluted share \* | $ | 1.60 | | $ | 1.80 | | $ | 6.40 | | $ | 7.05 | |
AKAM · EX-99.1 · Q2 FY2026
2026-08-06 20:07:38 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCFY2026 · ends 2026-12-31
1 metric1 newearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC-$0.12new
On the bottom line, we expect LayerX will be dilutive to our non-GAAP EPS by approximately $0.12 for 2026, split evenly across Q3 and Q4.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCQ3 FY2026 · ends 2026-09-30
3 metrics3 newearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC70%new1073 bps vs Q3 FY2025
At these revenue levels, we expect cash gross margin of approximately 70%.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-07 04:01:38 UTC$55M – $62Mnew
This EPS guidance assumes taxes of $55 million-$62 million based on an estimated quarterly non-GAAP tax rate of approximately 19%, and it also reflects a fully diluted share count of approximately 150 million shares.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-07 04:01:38 UTC$347M – $359Mnew
Q3 non-GAAP operating expenses are projected to be $347 million-$359 million.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCFY2026 · ends 2026-12-31
1 metric1 maintainedearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC25% – 26%maintained
Moving to operating margins for 2026, we are estimating a non-GAAP operating margin of approximately 25%-26% as measured in today's FX rates.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 20:08:45 UTC25% – 26%lowered -1.9%
| Non-GAAP operating margin \* | 24 | | % | 26 | | % | 25 | | % | 26 | | % |
AKAM · EX-99.1 · Q2 FY2026
2026-08-06 20:07:38 UTCOpen source
2026-05-08 04:01:38 UTC26%maintained
For 2026, we are estimating a non-GAAP operating margin of approximately 26% as measured in today's FX rates.
AKAM · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 20:16:49 UTC26%lowered -3.7%
| Non-GAAP operating margin \* | 25 | | % | 26 | | % | 26 | | % | 26 | | % |
AKAM · EX-99.1 · Q1 FY2026
2026-05-07 20:15:51 UTCOpen source
2026-02-20 05:01:49 UTC26% – 28%maintained
Moving on to operating margins for 2026, we are estimating non-GAAP operating margin of approximately 26%-28%, as measured in today's FX rates.
AKAM · transcript · Q4 FY2025
2026-02-20 05:00:00 UTCOpen source
2026-02-19 21:16:58 UTC26% – 28%new
| Non-GAAP operating margin * | 26 | | % | 27 | | % | 26 | | % | 28 | | % |
AKAM · EX-99.1 · Q4 FY2025
2026-02-19 21:15:50 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCQ3 FY2026 · ends 2026-09-30
1 metric1 maintainedearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTC24% – 26%maintained
We expect non-GAAP operating margin of approximately 24%-26%.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 20:08:45 UTC24% – 26%new
| Non-GAAP operating margin \* | 24 | | % | 26 | | % | 25 | | % | 26 | | % |
AKAM · EX-99.1 · Q2 FY2026
2026-08-06 20:07:38 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCH4 FY2026 · ends 2026-12-31
1 metric1 newearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTCmid-20%new
We expect operating margin to remain in the mid-20% for the remainder of this year as we continue to invest to capture the exciting growth opportunities in CIS.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
AKAMAKAMAI TECHNOLOGIES INCFY2026 · ends 2026-12-31
1 metric1 newearnings call · 2026-08-07 04:01:38 UTC
2026-08-07 04:01:38 UTCno material impactnew
From a financial perspective, we expect the acquisition to have no material impact on full-year 2026 revenue.
AKAM · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source