Financial Performance - Akamai's cloud infrastructure services revenue is up 30% year-over-year and is expected to accelerate to 40%+ year-over-year by the end of the year [1] - Akamai achieved a strong beat on the quarter with earnings per share up 9% at $1.73 [2] Strategic Direction & Market Opportunity - Akamai is pursuing a tremendous market opportunity in cloud infrastructure, driven by customer demand and strong tailwinds from Gen AI [1][3] - Akamai's distributed platform, with points of presence in 750 cities, allows it to offer enterprise compute instances and containers closer to end users, resulting in lower latency, better performance, and potentially lower prices [3] - A hyperscaler is an early adopter of Akamai's new managed container service, seeking to have compute instances in hundreds of cities [4] Security Landscape - Security is a major revenue driver for Akamai, with market-leading solutions for web app firewall, bot management, API security, and ransomware protection [1][7] - Attack rates and penetrations are increasing, driving demand for Akamai's security solutions that stop damage caused by attacks, including ransomware [7][8] Generative AI & Skills - Generative AI is making the field of security more evolving and nimble [9] - Akamai is seeing tremendous efficiencies across most job types by leveraging Gen AI, and is providing training to employees to use Gen AI tools [10] TikTok Situation - While there's always risk, Akamai believes a deal regarding TikTok has been structured, and the ban has been postponed several times [5][6]

Core Insights - Akamai Technologies, Inc. (AKAM) reported strong second-quarter 2025 results, with both revenue and net income exceeding the Zacks Consensus Estimate [1][2] Financial Performance - GAAP net income decreased to $103.6 million or 71 cents per share from $131.7 million or 86 cents per share year-over-year, impacted by high operating expenses [2] - Non-GAAP net income increased to $251.4 million or $1.73 per share compared to $242.6 million or $1.58 per share a year ago, beating the Zacks Consensus Estimate by 18 cents [2] - Quarterly net sales reached $1.04 billion, a 7% increase from $979.6 million in the prior year, driven by strong momentum in the Security and Compute verticals, surpassing the Zacks Consensus Estimate of $1.02 billion [3] Revenue Breakdown - Security Technology Group revenues were $551.9 million, up 11% from $498.7 million year-over-year, primarily due to demand for Guardicore Segmentation Solution and API security solutions [4] - Delivery segment revenues fell to $320 million from $329.4 million year-over-year, but exceeded the estimate of $301.6 million [5] - Compute segment revenues increased to $171.4 million from $151.5 million in the prior year, driven by demand for cloud infrastructure services, beating the estimate of $165.7 million [5] Regional Performance - Net sales from the United States were $527.6 million, a 4% year-over-year increase, while international revenues totaled $515.9 million, up from $470.8 million in the previous year [6] Operating Expenses and Margins - Total operating expenses rose to $892 million from $831.6 million year-over-year, while non-GAAP income from operations improved to $308.6 million from $281.5 million, with margins of 30% and 29% respectively [7] - Adjusted EBITDA increased to $444.4 million from $408.9 million in the prior year [7] Cash Flow and Share Repurchase - Akamai generated $459.1 million in cash from operating activities compared to $430.9 million in the prior year [8] - As of June 30, 2025, the company had $850.3 million in cash and cash equivalents and repurchased approximately 3.9 million shares for around $300 million [9] Future Outlook - For Q3 2025, Akamai expects revenues between $1.03 billion and $1.05 billion, with a non-GAAP operating margin projected at 28% [10] - For the full year 2025, revenues are expected to be in the range of $4.135 billion to $4.2 billion, with non-GAAP earnings projected between $6.60 and $6.80 per share [11]

Core Insights - Akamai Technologies reported revenue of $1.04 billion for the quarter ended June 2025, reflecting a year-over-year increase of 6.5% [1] - Earnings per share (EPS) for the quarter was $1.73, up from $1.58 in the same quarter last year, representing an EPS surprise of +11.61% against the consensus estimate of $1.55 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.02 billion by +2.17% [1] Revenue Breakdown - Security revenue was $551.91 million, slightly below the average estimate of $553.57 million, with a year-over-year increase of +10.7% [4] - Compute revenue reached $171.46 million, compared to the average estimate of $173.75 million, marking a year-over-year increase of +13.2% [4] - Delivery revenue was reported at $320.13 million, exceeding the estimated $295.2 million, but showing a year-over-year decline of -2.8% [4] Stock Performance - Over the past month, shares of Akamai Technologies have returned -7.6%, contrasting with the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Financial Data and Key Metrics Changes - Revenue for Q2 2025 reached $1,043,000,000, representing a 7% year-over-year increase as reported and a 6% increase in constant currency [6][19] - Non-GAAP operating margin was 30%, and non-GAAP earnings per share (EPS) was $1.73, up 9% year-over-year as reported and in constant currency, exceeding guidance by $0.15 [6][25] - Non-GAAP net income for Q2 was $251,000,000, with a cash gross margin projected at approximately 72% to 73% for Q3 [25][32] Business Line Data and Key Metrics Changes - Cloud Infrastructure Services (CIS) revenue was $71,000,000, up 30% year-over-year as reported and 29% in constant currency, with expectations for accelerated growth due to large contracts signed earlier in the year [20][7] - Compute revenue was $171,000,000, up 13% year-over-year as reported and in constant currency [20] - Security revenue was $552,000,000, up 11% year-over-year as reported and 10% in constant currency, with API security and Zero Trust enterprise security combined revenue at $67,000,000, up 48% year-over-year [23][24] - Delivery revenue was $320,000,000, down 3% year-over-year as reported and down 4% in constant currency, but showing improvements in pricing and traffic growth [24] Market Data and Key Metrics Changes - International revenue was $516,000,000, up 10% year-over-year or 8% in constant currency, representing 49% of total revenue in Q2 [24] - U.S. foreign exchange fluctuations positively impacted revenue by $17,000,000 sequentially and $8,000,000 year-over-year [25] Company Strategy and Development Direction - The company is focusing on cloud infrastructure services and AI applications, with significant investments in these areas to capture growth opportunities [7][9] - Akamai is enhancing its go-to-market strategy by increasing sales capacity and expanding partnerships to drive new revenue growth [30] - The introduction of new AI solutions, such as the AI gateway and firewall for AI, aims to address challenges in deploying large language models [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory of CIS, projecting a year-over-year growth rate of 40% to 45% in constant currency by year-end [20][39] - The competitive landscape has improved, with several major competitors exiting the market, allowing for better pricing and traffic trends [44] - Management anticipates a lower operating margin in the second half of the year due to investments in sales and marketing [30] Other Important Information - The company repurchased approximately 3,900,000 shares for $300,000,000 during Q2, with $1,200,000,000 remaining on the current repurchase authorization [26][27] - The recent legislation signed into law is not expected to materially impact the company's tax rate in 2025 [31] Q&A Session Summary Question: Can you walk us through how the first half of the year transpired versus expectations for compute revenue? - Management noted that compute, particularly CIS, has exceeded expectations, with significant customer signings and a forecast of 40% to 45% growth in ARR by year-end [38][39] Question: What is the competitive environment for the delivery business? - Management highlighted that four major competitors have exited the market, leading to improved pricing and traffic trends, with expectations for stable performance moving forward [44] Question: Can you provide insight into the guidance and the impact of TikTok revenue? - Management indicated that TikTok revenue is expected to contribute approximately $40,000,000 to $50,000,000, but overall guidance reflects strength across multiple areas [55] Question: What is the pipeline for CIS contracts? - Management reported a healthy pipeline for CIS, with participation from various verticals and larger deal sizes than typical [68] Question: What is driving demand for API and micro-segmentation security? - Management noted that enterprises are increasingly recognizing the need for security solutions, with significant growth expected in both API security and micro-segmentation [75][76]

Financial Data and Key Metrics Changes - Revenue for Q2 2025 reached $1,043 million, representing a 7% year-over-year increase as reported and a 6% increase in constant currency [5][17] - Non-GAAP operating margin was 30%, and non-GAAP earnings per share (EPS) was $1.73, up 9% year-over-year as reported and in constant currency, exceeding guidance by $0.15 [5][17] - Non-GAAP net income for Q2 was $251 million, with a cash gross margin projected at approximately 72% to 73% for Q3 [23][32] Business Line Data and Key Metrics Changes - Cloud Infrastructure Services (CIS) revenue was $71 million, up 30% year-over-year as reported and 29% in constant currency, with expectations for accelerated growth due to large contracts signed earlier in the year [6][18] - Compute revenue was $171 million, up 13% year-over-year as reported and in constant currency [18] - Security revenue was $552 million, up 11% year-over-year as reported and 10% in constant currency, with API security and Zero Trust enterprise security combined revenue at $67 million, up 48% year-over-year [20][21] - Delivery revenue was $320 million, down 3% year-over-year as reported and down 4% in constant currency, but showing improvements in pricing and traffic growth [22] Market Data and Key Metrics Changes - International revenue was $516 million, up 10% year-over-year or 8% in constant currency, representing 49% of total revenue in Q2 [22] - The company noted a positive impact from foreign exchange fluctuations, contributing $17 million sequentially and $8 million year-over-year [23] Company Strategy and Development Direction - The company is focusing on the growth of its cloud infrastructure services portfolio, particularly in AI applications, and is investing in expanding its sales capacity and partnerships [6][30] - The management highlighted the importance of security solutions in response to increasing cyber threats, particularly ransomware, and emphasized the growth potential in API security and micro-segmentation [12][78] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory of CIS, projecting a year-over-year growth rate of 40% to 45% in constant currency by year-end [18][39] - The competitive landscape has improved due to the exit of several CDN peers, allowing for better pricing and traffic trends [44] - The company anticipates a lower operating margin in the second half of the year due to investments in sales and marketing [30] Other Important Information - The company repaid $1,150 million of outstanding convertible senior notes and issued $1,725 million in new senior convertible notes [24] - The company plans to continue share buybacks to offset dilution from employee equity programs [25] Q&A Session Summary Question: Can you walk us through how the first half of the year transpired versus expectations for compute revenue? - Management noted that compute, particularly CIS, has exceeded expectations with significant customer signings, projecting a growth rate of 40% to 45% in ARR by year-end [38][39] Question: What is the competitive environment like for the delivery business? - Management indicated that the competitive landscape has changed significantly, with four major competitors exiting the market, leading to improved pricing and traffic trends [44] Question: Can you provide insight into the guidance and the impact of TikTok revenue? - Management clarified that TikTok revenue is expected to contribute approximately $40 million to $50 million, but the overall guidance reflects strength across multiple areas [56] Question: What is driving the demand for API and micro-segmentation security? - Management highlighted the increasing need for security solutions as enterprises face more vulnerabilities, with strong demand for their market-leading solutions [76][78]

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[Second Quarter 2025 Financial Results](index=1&type=section&id=AKAMAI%20REPORTS%20SECOND%20QUARTER%202025%20FINANCIAL%20RESULTS) This section details Akamai's strong Q2 2025 financial performance, exceeding expectations and leading to raised full-year guidance [Performance Summary](index=1&type=section&id=Performance%20Summary) Akamai reported strong Q2 2025 results, exceeding revenue and profitability expectations. Total revenue grew 7% year-over-year to $1.043 billion, driven by significant growth in Security (+11%) and Cloud Computing (+13%), particularly Cloud Infrastructure Services which surged 30%. This performance led the company to raise its full-year guidance for both revenue and earnings. Non-GAAP net income per diluted share increased by 9% to $1.73 Q2 2025 Key Financial Highlights (YoY) | Metric | Q2 2025 | Growth (YoY) | Growth (YoY, Constant Currency) | | :--- | :--- | :--- | :--- | | **Total Revenue** | $1.043 billion | 7% | 6% | | **Cloud Infrastructure Services Revenue** | $71 million | 30% | 29% | | **GAAP Net Income per Diluted Share** | $0.71 | -17% | -18% | | **Non-GAAP Net Income per Diluted Share** | $1.73 | 9% | 9% | - CEO Tom Leighton highlighted strong momentum, leading to increased full-year guidance. He emphasized that investments in security and cloud computing are paying off and sees AI as a strong tailwind for the business[2](index=2&type=chunk) Q2 2025 Revenue Breakdown (YoY, Constant Currency) | Revenue by Solution | Amount | Growth (YoY, CC) | | :--- | :--- | :--- | | Security | $552 million | 10% | | Delivery | $320 million | -4% | | Cloud Computing | $171 million | 13% | | **Revenue by Geography** | **Amount** | **Growth (YoY, CC)** | | U.S. | $528 million | 4% | | International | $516 million | 8% | - The company executed **$300 million** in share repurchases during the quarter, buying back **3.9 million shares** at an average price of **$77.51**[6](index=6&type=chunk) [Financial Guidance](index=2&type=section&id=Financial%20guidance) Akamai has raised its financial outlook for the remainder of the year. For the third quarter of 2025, the company projects revenue between $1.035 billion and $1.050 billion, with non-GAAP EPS of $1.62 to $1.66. For the full year 2025, revenue is now expected to be in the range of $4.135 billion to $4.205 billion, with non-GAAP EPS between $6.60 and $6.80 Q3 and Full Year 2025 Financial Guidance | Guidance Metric | Q3 2025 | Full Year 2025 | | :--- | :--- | :--- | | **Revenue** | $1,035M - $1,050M | $4,135M - $4,205M | | **Non-GAAP Operating Margin** | 28% | 29% | | **Non-GAAP EPS** | $1.62 - $1.66 | $6.60 - $6.80 | [Financial Statements](index=4&type=section&id=Financial%20Statements) This section presents Akamai's condensed consolidated balance sheets, income statements, and cash flow statements [Condensed Consolidated Balance Sheets](index=4&type=section&id=CONDENSED%20CONSOLIDATED%20BALANCE%20SHEETS) As of June 30, 2025, Akamai's balance sheet shows total assets of $10.54 billion, a slight increase from $10.37 billion at year-end 2024. Key changes include a decrease in marketable securities and a significant increase in convertible senior notes, reflecting financing activities during the period. Total stockholders' equity decreased from $4.88 billion to $4.47 billion Balance Sheet Summary (as of June 30, 2025) | Account | June 30, 2025 (in thousands) | Dec 31, 2024 (in thousands) | | :--- | :--- | :--- | | **Total Current Assets** | $2,033,827 | $2,578,097 | | **Total Assets** | $10,536,135 | $10,368,785 | | **Total Current Liabilities** | $880,519 | $2,091,323 | | **Convertible senior notes (non-current)** | $4,100,977 | $2,396,695 | | **Total Liabilities** | $6,068,627 | $5,490,428 | | **Total Stockholders' Equity** | $4,467,508 | $4,878,357 | [Condensed Consolidated Statements of Income](index=5&type=section&id=CONDENSED%20CONSOLIDATED%20STATEMENTS%20OF%20INCOME) For the three months ended June 30, 2025, Akamai generated revenue of $1.043 billion, up from $980 million in the prior year period. However, due to higher operating expenses and a larger provision for income taxes, GAAP net income decreased to $104 million from $132 million year-over-year, resulting in a GAAP diluted EPS of $0.71 compared to $0.86 Income Statement Highlights (Three Months Ended June 30) | Metric (in thousands) | 2025 | 2024 | | :--- | :--- | :--- | | **Revenue** | $1,043,494 | $979,580 | | **Income from Operations** | $151,461 | $147,986 | | **Net Income** | $103,618 | $131,688 | | **Diluted EPS** | $0.71 | $0.86 | [Condensed Consolidated Statements of Cash Flows](index=6&type=section&id=CONDENSED%20CONSOLIDATED%20STATEMENTS%20OF%20CASH%20FLOWS) In the second quarter of 2025, Akamai generated strong net cash from operating activities of $459 million. Investing activities resulted in a net cash outflow of $683 million, primarily due to purchases of property, equipment, and marketable securities. Financing activities showed a net cash outflow of $41 million, driven by $300 million in common stock repurchases, offset by proceeds from the issuance of new convertible senior notes and related transactions Cash Flow Summary (Three Months Ended June 30, 2025) | Activity (in thousands) | Q2 2025 | | :--- | :--- | | **Net cash provided by operating activities** | $459,149 | | **Net cash used in investing activities** | ($682,866) | | **Net cash used in financing activities** | ($41,205) | [Supplemental Financial Data](index=8&type=section&id=Supplemental%20Financial%20Data) This section provides additional detailed breakdowns of revenue by solution and geography, along with other key operational metrics [Revenue by Solution](index=8&type=section&id=SUPPLEMENTAL%20REVENUE%20DATA%20%E2%80%93%20REVENUE%20BY%20SOLUTION) In Q2 2025, Security revenue grew 11% year-over-year to $552 million, and Cloud Computing revenue increased 13% to $171 million. Conversely, Delivery revenue continued its decline, falling 3% to $320 million. On a constant currency basis, Security grew 10% while Delivery declined 4% Q2 2025 Revenue by Solution (YoY Growth) | Solution | Revenue (in thousands) | YoY Growth | YoY Growth (Constant Currency) | | :--- | :--- | :--- | :--- | | **Security** | $551,914 | 11% | 10% | | **Delivery** | $320,125 | -3% | -4% | | **Cloud computing** | $171,455 | 13% | 13% | [Revenue by Geography](index=8&type=section&id=SUPPLEMENTAL%20REVENUE%20DATA%20%E2%80%93%20REVENUE%20BY%20GEOGRAPHY) Geographically, International revenue growth outpaced U.S. growth in Q2 2025. International revenue grew 10% year-over-year (8% in constant currency) to $516 million, while U.S. revenue grew 4% to $528 million Q2 2025 Revenue by Geography (YoY Growth) | Geography | Revenue (in thousands) | YoY Growth | YoY Growth (Constant Currency) | | :--- | :--- | :--- | :--- | | **U.S.** | $527,607 | 4% | 4% | | **International** | $515,887 | 10% | 8% | [Other Supplemental Data](index=9&type=section&id=OTHER%20SUPPLEMENTAL%20DATA) This section provides detailed breakdowns of key operational and financial metrics. For Q2 2025, total stock-based compensation was $112.8 million. Total capital expenditures on an accrual basis were $214.2 million, representing 21% of revenue for the quarter. The company's employee count stood at 10,944 at the end of the period - Total stock-based compensation for Q2 2025 was **$112.8 million**, an increase from **$98.5 million** in Q2 2024[17](index=17&type=chunk) - Total capital expenditures (accrual basis) were **$214.2 million** in Q2 2025, equivalent to **21% of revenue**, up from **17% of revenue** in the prior year quarter[17](index=17&type=chunk) [Reconciliation of GAAP to Non-GAAP Measures](index=10&type=section&id=Reconciliation%20of%20GAAP%20to%20Non-GAAP%20Measures) This section reconciles GAAP financial results to non-GAAP measures for income from operations, net income, and diluted earnings per share [Reconciliation of Income from Operations and Net Income](index=10&type=section&id=RECONCILIATION%20OF%20GAAP%20TO%20NON-GAAP%20INCOME%20FROM%20OPERATIONS%2C%20NET%20INCOME%20AND%20TAX%20RATE) For Q2 2025, Akamai's GAAP income from operations was $151.5 million. After adjusting for items such as stock-based compensation ($112.8 million) and amortization of acquired intangible assets ($27.7 million), the non-GAAP income from operations was $308.6 million. Similarly, GAAP net income of $103.6 million was reconciled to a non-GAAP net income of $251.4 million Q2 2025 GAAP to Non-GAAP Reconciliation (in thousands) | Metric | GAAP | Key Adjustments | Non-GAAP | | :--- | :--- | :--- | :--- | | **Income from Operations** | $151,461 | +$157,162 | $308,623 | | **Operating Margin** | 15% | | 30% | | **Net Income** | $103,618 | +$147,738 | $251,356 | [Reconciliation of Net Income per Diluted Share](index=11&type=section&id=RECONCILIATION%20OF%20GAAP%20TO%20NON-GAAP%20NET%20INCOME%20PER%20DILUTED%20SHARE) The company's GAAP net income per diluted share of $0.71 for Q2 2025 is reconciled to a non-GAAP figure of $1.73. The primary adjustments adding back to the EPS were stock-based compensation ($0.78) and amortization of acquired intangible assets ($0.19), partially offset by tax effects - GAAP EPS of **$0.71** was adjusted upwards by a net **$1.02** to arrive at a Non-GAAP EPS of **$1.73** for Q2 2025. The largest positive adjustment was for stock-based compensation, contributing **$0.78 per share**[20](index=20&type=chunk) [Reconciliation of Net Income to Adjusted EBITDA](index=12&type=section&id=RECONCILIATION%20OF%20GAAP%20NET%20INCOME%20TO%20ADJUSTED%20EBITDA) Akamai's Adjusted EBITDA for Q2 2025 was $444.4 million, representing an Adjusted EBITDA margin of 43%. This was derived from a GAAP net income of $103.6 million by adding back items including depreciation and amortization ($135.8 million), stock-based compensation ($112.8 million), and provision for income taxes ($48.3 million) Q2 2025 Net Income to Adjusted EBITDA Reconciliation (in thousands) | Metric | Amount | | :--- | :--- | | **Net Income (GAAP)** | $103,618 | | **Adjustments (Taxes, Interest, D&A, Stock Comp, etc.)** | +$340,762 | | **Adjusted EBITDA** | $444,380 | | **Adjusted EBITDA Margin** | 43% | [Non-GAAP Financial Measures and Forward-Looking Statements](index=13&type=section&id=Non-GAAP%20Financial%20Measures%20and%20Forward-Looking%20Statements) This section explains the company's use of non-GAAP financial measures and provides a safe harbor statement regarding forward-looking information [Use and Definition of Non-GAAP Financial Measures](index=13&type=section&id=Use%20of%20Non-GAAP%20Financial%20Measures) Akamai utilizes non-GAAP financial measures to supplement its GAAP results, believing they provide a better understanding of ongoing business performance and facilitate comparisons across periods. These measures exclude items that may be infrequent or not reflective of core operations - Management uses non-GAAP measures for operational decision-making, planning, and evaluating financial performance[23](index=23&type=chunk) - Key adjustments to derive non-GAAP figures include excluding: - Amortization of acquired intangible assets - Stock-based compensation - Acquisition-related costs - Restructuring charges - Amortization of debt issuance costs[26](index=26&type=chunk)[36](index=36&type=chunk) [Safe Harbor Statement](index=15&type=section&id=Akamai%20Statement%20Under%20the%20Private%20Securities%20Litigation%20Reform%20Act) This section serves as a safe harbor statement, cautioning that the press release contains forward-looking statements, including financial guidance, which are subject to various risks and uncertainties. It warns that actual results could differ materially from expectations due to factors like economic trends, competition, geopolitical events, and other risks detailed in SEC filings - The release contains forward-looking statements regarding future financial performance and prospects, which are not guarantees of future results[41](index=41&type=chunk) - Key risks that could impact results include macroeconomic trends, competition, geopolitical instability, supply chain issues, and the ability to integrate acquisitions[41](index=41&type=chunk) - Akamai disclaims any obligation to update these forward-looking statements in the future[42](index=42&type=chunk)

Second quarter revenue of $1.043 billion, up 7% year-over-year and up 6% when adjusted for foreign exchange* Cloud Infrastructure Services** revenue of $71 million, up 30% year-over-year and up 29% when adjusted for foreign exchange* GAAP net income per diluted share of $0.71, down 17% year-over-year and down 18% when adjusted for foreign exchange*, and non-GAAP net income per diluted share* of $1.73, up 9% year-over-year and when adjusted for foreign exchange* CAMBRIDGE, Mass., Aug. 7, 2025 /PRNewswire/ -- ...

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Core Insights - Akamai Technologies, Inc. (AKAM) is set to release its second-quarter 2025 results on August 7, with expectations of higher revenues year over year due to strong demand in security and compute verticals [1][9] - The company achieved an earnings surprise of 7.6% in the last quarter and has a trailing four-quarter average earnings surprise of 4.8% [1] Factors at Play - Akamai announced that Devsisters Inc. will utilize its Akamai Cloud platform to enhance its global game services infrastructure, aiming for improved deployment and scaling for new game releases [2] - A strategic partnership with Cloudinary was formed to integrate AI-powered video solutions into Akamai Video Manager, addressing common video management challenges [3] - Collaboration with FPT aims to assist customers in building and optimizing distributed cloud applications on Akamai Cloud, likely generating incremental revenues [3] Product Launches and Innovations - Akamai launched Firewall for AI, providing multilayered protection for AI applications against various threats [4] - The introduction of App & API Protector Hybrid enhances security for applications and APIs, while Akamai API Security features were upgraded to counter evolving threats [4] - The launch of Akamai DNS Posture Management offers unified visibility over DNS assets, enabling real-time monitoring and remediation of security risks [5] Revenue Expectations - Revenue estimates for the security segment are projected at $553 million, reflecting a 10.9% year-over-year growth [6] - The compute vertical is expected to generate $165.7 million, indicating a 9.4% improvement year over year [6] - Delivery segment revenues are anticipated to decline by 8.4%, projected at $301.6 million [6] Overall Financial Projections - The Zacks Consensus Estimate for total revenues in Q2 is $1.02 billion, up from $980 million year over year [7] - The consensus estimate for adjusted earnings per share is $1.55, down from $1.58 reported a year ago [7]