Akamai Technologies, Inc. (AKAM)

Over the past six months, Akamai's stock has experienced several notable events. On May 8, 2025, Akamai reported its first-quarter earnings, with revenue slightly exceeding consensus estimates, but the stock plunged 10.8% due to a decline in delivery revenue and an underwhelming full-year adjusted EPS guidance. The company held its Q2 2025 earnings call on August 7, 2025, where it was expected to report higher revenues year over year, driven by strong demand in its security and compute segments. Throughout this period, Akamai presented at several investor conferences. On October 2, 2025, Akamai's shares rose by 2.9% following the announcement of an expanded partnership with Apiiro. Around October 18, 2025, Akamai and Queue-it launched a joint solution called Hype Event Protection. Despite these positive developments, the stock has seen a decline, with a 21.35% decrease in 2025 as of October 24, 2025. In the 10 days leading up to October 27, 2025, the stock price declined by 2.29%. Analysts' consensus view on Akamai Technologies stock was a "Moderate Buy" as of July 24, 2025, shifting to a "Hold" rating by October 24, 2025. Earlier in the year, in January 2025, the stock was downgraded from "buy" to "hold" due to persistent underperformance in its Delivery segment.

While specific seasonal fluctuations in demand for Akamai's products and services are not explicitly detailed, the company has observed general demand trends. There is healthy demand in its security and compute verticals across multiple end markets. Akamai has also successfully repositioned itself to capitalize on the increasing need for cybersecurity and edge computing. However, Akamai's 2025 revenue forecast was impacted by anticipated sluggish demand for its cloud and content delivery services, suggesting that overall demand can be influenced by broader market conditions rather than distinct seasonal patterns.

Akamai Technologies, Inc. is a global leader in cloud services, specializing in securing, delivering, and optimizing content and business applications over the internet, operating within the Internet, Cloud Computing, IT Services & Consulting, and Software—Infrastructure sectors. Akamai's core business revolves around its content delivery network (CDN), cybersecurity, DDoS mitigation, and cloud services. Its major products and services include content delivery and acceleration, cybersecurity solutions, and cloud computing services, including compute and storage solutions based on its 2022 acquisition of Linode. Akamai also offers web and mobile performance solutions, media delivery services, edge compute solutions, and carrier offerings like cybersecurity protection and DNS infrastructure.

Akamai maintains a substantial global presence, with a distributed cloud computing platform comprising over 365,000 servers in more than 135 countries and over 4,000 network locations worldwide. The company's infrastructure is integrated with over 1,600 internet service providers. In 2024, Akamai expanded its compute platform to include 41 data centers in 36 locations, adding new sites in various cities globally. Both the United States and international markets serve as primary revenue drivers for Akamai.

In the past year, Akamai has actively worked to enhance its brand reputation through strategic initiatives and product innovations. In February 2025, Akamai was selected as a strategic cloud computing provider by a major technology company, involving a multi-year commitment of over $100 million for cloud infrastructure services. The company has emphasized its focus on high performance and security, which are key priorities for its customers. Akamai has also launched several new products and forged partnerships that contribute positively to its reputation, including DNS Posture Management, Firewall for AI, and enhancements to App & API Protector Hybrid and Akamai API Security features. Strategic partnerships with Cloudinary and FPT further underscore its commitment to innovation and customer value.

Akamai Technologies, Inc. has a diverse ownership structure, with institutional investors holding a significant portion of the company's stock. Approximately 95.67% of the total shares outstanding are held by institutions. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., State Street Corp, First Trust Advisors Lp, Geode Capital Management, Llc, Victory Capital Management Inc, Norges Bank, Invesco Ltd, Bank Of America Corp, and Legal & General Group Plc. The largest individual shareholder is F. Thomson Leighton, who owns 4.94% of the company's shares. Individual insiders hold about 2.04% of the shares.