Core Viewpoint - Akamai Technologies (AKAM) is expected to report a quarterly earnings per share (EPS) of $1.58, reflecting a 3.7% decline year-over-year, while revenues are forecasted to increase by 2.2% to $1.01 billion [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 0.1% in the last 30 days, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts project 'Revenue- Security' to be $538.25 million, representing a 9.7% increase from the previous year [5]. - 'Revenue- Compute' is expected to reach $168.06 million, indicating a 16.3% year-over-year increase [5]. - 'Revenue- Delivery' is projected at $302.31 million, reflecting a decline of 14.1% compared to the same quarter last year [5]. - 'Revenue- International' is estimated at $489.92 million, showing a 3.2% increase year-over-year [6]. - 'Revenues- United States' are expected to be $523.19 million, indicating a 2.1% increase from the prior year [6]. Stock Performance - Over the past month, Akamai Technologies shares have gained 12%, outperforming the Zacks S&P 500 composite, which increased by 0.4% [6]. - Based on its Zacks Rank 3 (Hold), AKAM is likely to perform in line with the overall market in the upcoming period [6].

Core Viewpoint - Akamai Technologies and P3M Works have formed a strategic partnership to provide zero trust identity, credential, and access management (ICAM) solutions specifically for UK government and defense supply chains, addressing the need for enhanced security in third-party access and supply chain operations [1][2][3] Group 1: Partnership Details - The collaboration combines Akamai's zero trust security capabilities, already implemented in U.S. Department of Defense networks, with P3M's expertise in UK government requirements [1][2] - The focus will be on Akamai's Zero Trust Federated ICAM solutions, which facilitate secure collaboration with vendors and contractors while minimizing exposure to cyber threats [2][3] - The joint offering will be available to UK government agencies and their supply chain partners starting in Q3 2025 [4] Group 2: Security Features - Key features include federated identity management, zero trust policy enforcement, continuous authentication, and comprehensive auditing of third-party activities [7] - The solutions will utilize a policy engine for dynamic, context-aware access decisions based on identity, device health, and behavioral analytics [3] - The approach aims to mitigate supply chain vulnerabilities and insider threats through continuous verification of access requests, even in challenging environments [3] Group 3: Company Backgrounds - Akamai is recognized for its cybersecurity and cloud computing solutions, providing defense-in-depth to safeguard enterprise data and applications globally [9] - P3M Works specializes in cyber resilience consultancy for public sector and defense organizations, focusing on protecting national security against evolving cyber threats [6][8]

Group 1: Earnings Expectations for Akamai Technologies - Wall Street anticipates a year-over-year decline in earnings for Akamai Technologies, with expected earnings of $1.58 per share, reflecting a -3.7% change, while revenues are projected to be $1.01 billion, up 2.2% from the previous year [3][12] - The earnings report is scheduled for May 8, 2025, and the stock may rise if results exceed expectations, but could decline if they fall short [2][14] - The consensus EPS estimate has been revised 0.14% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4][10] Group 2: Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +0.07% for Akamai Technologies, suggesting a likelihood of beating the consensus EPS estimate [11][10] - Historical performance indicates that Akamai has beaten consensus EPS estimates three out of the last four quarters, with a notable surprise of +9.21% in the last reported quarter [12][13] Group 3: Comparison with Industry Peers - Zillow, another player in the Zacks Internet - Services industry, is expected to report earnings of $0.43 per share, a +19.4% year-over-year change, with revenues of $588.55 million, up 11.3% [17] - Zillow's consensus EPS estimate has remained unchanged, but it has a negative Earnings ESP of -8.67% and a Zacks Rank of 4 (Sell), making it difficult to predict an earnings beat [18]

CAMBRIDGE, Mass., May 1, 2025 /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, is pleased to announce the launch of a new T-shirt design in UNIQLO's PEACE FOR ALL collection, UNIQLO's charity T-shirt project. After an incredible response to UNIQLO's charity T-shirt project, UNIQLO was inspired to team up with Akamai again—this time for a brand-new design. The second T-shirt in the collection drops globally on Fr ...

Akamai's latest solutions use AI to strengthen security while also protecting businesses from AI-driven threatsCAMBRIDGE, Mass., April 29, 2025 /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced Firewall for AI, a new solution that provides multilayered protection for AI applications against unauthorized queries, adversarial inputs, and large-scale data-scraping attempts.As AI rapidly transforms in ...

Core Insights - Akamai Technologies has updated its Security Certified Service Provider programs, allowing certified partners to deliver Day-2 Operations Services for API security solutions and technical support for Akamai Guardicore Segmentation environments [1][3] Group 1: API Security and Attacks - The Akamai State of the Internet report indicates that from January 2023 to June 2024, there were 108 billion API attacks, which can result in data theft, reputation damage, regulatory fines, and significant financial losses [2] - The importance of securing APIs is emphasized due to the various forms of attacks, including data breaches and distributed denial-of-service attacks [2] Group 2: Partner Program Enhancements - The enhancements to the Security Certified Service Provider programs enable partners to better meet customer needs and provide comprehensive protection and support [3] - The updates strengthen the capabilities of partners like Orange Cyberdefense, allowing them to offer tailored microsegmentation services to secure digital assets [3] Group 3: Day-2 Operations Services - Day-2 Operations Services for API security include a full suite of services from project delivery to 24/7 support, ensuring compliance and monitoring potential security incidents [4] - Services offered include operational management, security incident management, active testing for vulnerabilities, and audit and compliance management [5][6]

环球网财经中心《环球问策》系列报道 【环球网科技报道 记者 林迪】近日，Akamai发布《2025年Web应用与API安全态势分享》（以下简称 《报告》），Akamai大中华区解决方案技术经理马俊向记者深入解读了该《报告》。马俊强调，AI技 术正深刻影响着互联网安全的格局。 他特别指出，未授权或不恰当的授权是导致敏感数据泄漏和系统渗透的主要原因。 在API安全方面，《报告》揭示了四大风险：API滥用、测试频率下降、缺少事先测试以及僵尸API和影 子API。马俊举例说："我们发现某个电子商务企业因API未进行充分校验，导致同一时间从不同IP地址 发起大量请求，造成虚假用户注册和短信发送，带来了直接的经济损失。" 随着全球各地区对互联网安全和数据隐私保护的要求日益严格，合规性成为企业不可忽视的重要方面。 《报告》指出，违反OWASP和MITRE框架的API安全事件显著加剧了企业的合规风险。马俊强 调："OWASP API3/API5/API2等身份认证漏洞因过度暴露用户隐私数据，导致大规模数据泄露，给企业 带来了非常大的安全风险。" 不同行业在面临API安全风险时，既有特异性也有共性。马俊分析道："电子商务行业在 ...

Core Insights - The report highlights a significant increase in web attacks, with 311 billion attacks recorded in 2024, marking a 33% year-over-year rise [1] - The surge in attacks is linked to the rapid adoption of AI applications, which expand attack surfaces and introduce new security challenges [1][2] - APIs have become primary targets, with 150 billion API attacks documented from January 2023 to December 2024, driven by the integration of AI tools [2] Attack Trends - There has been a dramatic rise in Layer 7 DDoS attacks, with quarterly attack volumes increasing by 94% year-over-year from Q1 2023 to Q4 2024 [3] - Monthly DDoS attack numbers rose from 500 billion in early 2023 to 1.1 trillion by December 2024, attributed to sophisticated bot-driven attacks and HTTPS flooding [3] - The high technology sector experienced 7 trillion Layer 7 DDoS attacks from January 2023 to December 2024, making it the most affected industry [6] Security Vulnerabilities - The report indicates that OWASP API Security Top 10-related incidents increased by 32%, highlighting authentication and authorization flaws [6] - Security alerts related to the MITRE security framework have risen by 30%, as attackers utilize advanced techniques like automation and AI to exploit APIs [6] - Shadow and zombie APIs are identified as particularly vulnerable attack vectors within complex API ecosystems [6] Recommendations and Insights - The report includes recommended mitigation strategies and unique insights on risk scoring and technical methods to assist frontline defenders [4] - Akamai emphasizes the importance of understanding the evolving landscape of web and API security, driven by AI advancements [5]

Core Insights - The article discusses the performance of five counter-cyclical stocks that have remained stable during market selloffs, contrasting them with more cyclical investments that carry higher risks [1][3] - TradeSmith's AI system, An-E, is highlighted as a tool for identifying attractive entry points for long-term investments, utilizing extensive data analysis [4][5] Group 1: Stock Performance - The five counter-cyclical stocks have traded flat on average, while Nvidia Corp. (NVDA) saw a significant drop of 10% in one day [1] - Informatica Inc. (INFA) has increased by 5%, Seagate Technology Holdings plc (STX) by 10%, and Meta Platforms Inc. (META) by 20% [8][24] - Salesforce Inc. (CRM) has lost 20% of its value this year but has historically seen an average increase of 33% over the following three months when trading at similar forward earnings multiples [9][10] Group 2: Company Analysis - Akamai Technologies Inc. (AKAM) is transitioning from a content distribution network to a cybersecurity firm, trading at a low 12X forward earnings with projected 25% growth in EBITDA [12][13] - Advanced Micro Devices Inc. (AMD) is noted for its strong management and competitive products, despite facing challenges from U.S.-China trade tensions, leading to a significant selloff [15][17] - Moderna Inc. (MRNA) and Celanese Corp. (CE) have seen substantial declines of 40% and 42% respectively, but both are considered to have significant upside potential in the medium to long term [18][20] Group 3: AI and Investment Strategies - TradeSmith's An-E system uses over 1.3 quadrillion data points to provide investment recommendations, focusing on short-term market movements [4][21] - The system has a historical hit rate of 60% to 70% on its predictions, demonstrating its effectiveness in guiding investment decisions [21][22] - The AI system aims to help investors time their market entries better, particularly in volatile conditions [22]

Core Viewpoint - Akamai Technologies, Inc. will hold a conference call on May 8, 2025, to discuss its first quarter 2025 financial results and may provide forward-looking financial guidance [1]. Group 1: Conference Call Details - The conference call is scheduled for Thursday, May 8, 2025, at 4:30 p.m. ET [1]. - Live dial-in information for the conference call includes a U.S. number (877) 344-7529 and an international number (412) 317-0088, with a Conference ID of 9406971 [2]. - A replay of the call will be available for two weeks after the event [2]. Group 2: Company Overview - Akamai is a cybersecurity and cloud computing company that provides solutions to power and protect businesses online [3]. - The company offers market-leading security solutions, superior threat intelligence, and a global operations team to safeguard enterprise data and applications [3]. - Akamai's full-stack cloud computing solutions are designed for performance and affordability on a distributed platform, earning the trust of global enterprises for reliability and expertise [3].