Akami Technologies: FY 2025 Outlook Overshadows AI-Driven Cloud Potential

Core Viewpoint - The article emphasizes the importance of focusing on Akamai Technologies' long-term potential rather than just its delivery segment performance, suggesting a hold rating for the stock [1] Group 1: Investment Criteria - An ideal investment should operate in a sector expected to experience structural organic growth exceeding GDP growth over the next 5-10 years [1] - Profits should stem from sustainable competitive advantages that lead to attractive unit economics [1] - The company should be managed by competent, ethical, and long-term thinkers, and should be fairly valued [1]