AKAM at a glance
Akamai Technologies (AKAM, SEC CIK 1086222) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 25, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Akamai Technologies (AKAM) reported revenue of $4.2 billion (up 5.4% from FY2024) and net income of $452.0 million. Diluted EPS was $3.07.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding Akamai Technologies (AKAM) shares worth $7.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Salem-Jackson Kim on September 25, 2026 of 2,013 shares at $128.00 per share.
- In the last 90 days, AKAM insiders reported 0 open-market purchases ($0) and 4 open-market sales ($1.9M) on Form 4, a net sale of $1.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.2B
- +5.4% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$1.9M
- 13F holders
- 39 funds
- $7.6B · +3 vs prior quarter
- Latest 8-K
- Sep 25, 2026
- Item 5.05
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Global provider of security, cloud computing, and content delivery solutions leveraging a vast, distributed edge network
- New launches: Firewall for AI launched in 2025 to protect AI applications; Akamai App Platform introduced in Nov 2024 for Kubernetes app deployment; Akamai Inference Cloud for edge AI inference; acquisitions of Fermyon (serverless WebAssembly) and Noname Security to enhance cloud and API security
- Strategic shift: Accelerated focus on AI-driven security and edge-native cloud computing platforms, integrating AI and serverless technologies to compete with hyperscalers
- Quantitative highlight: Over 11,000 employees in 30+ countries with 65% outside the U.S.; expanded to 4,300+ edge points-of-presence in 130 countries; increased compute platform data centers and NVIDIA GPU integration in 2025
- Noteworthy fact: Significant portfolio expansion addressing AI-specific cybersecurity threats, including adversarial inputs and unauthorized queries in AI apps, a first for the company
Risk Factors
- Regulatory risk: U.S. government export controls and tariffs on advanced computing and networking technologies impacting trade and supply chains
- Geopolitical risk: 6% of employees in Israel exposed to Israel-Hamas war disruptions affecting workforce availability
- Operational risk: Supply chain uncertainty for server hardware critical to cloud platform expansion and AI workload adaptation
- Competitive risk: Large cloud providers with priority access to servers and co-location resources constraining Akamai’s capacity and pricing power
- Financial risk: Capital-intensive cloud computing investments with uncertain return impacting margins and profitability
Management Discussion & Analysis
- Revenue $4.21B in 2025, up 5% YoY from $3.99B in 2024; driven by security ($2.24B, +10%), cloud computing ($708M, +12%), offset by delivery decline ($1.26B, -5%)
- Operating margin 13% in 2025 vs 13% in 2024, net income margin 11% in 2025 vs 13% in 2024; costs stable at 87% of revenue both years
- Best segment: Security revenue $2.24B (+10% YoY); Worst segment: Delivery revenue $1.26B (-5% YoY) due to price declines and macro pressures
- Cost of revenue $1.73B (+7% YoY) mainly from increased co-location ($349M, +13%), depreciation ($328M, +16%) and payroll ($341M, +2%); R&D $514M (+9%), Sales & Marketing $574M (+3%), G&A $657M (+6%)
- Management expects 2026 cost increases in co-location, bandwidth, depreciation, R&D, and sales/marketing; plans continued investment in security and cloud computing with disciplined cost management
AI summary of the AKAM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1.100B, up 5% YoY from $1.043B
- Operating margin 7% vs 15% YoY; net margin 7% vs 10%
- Best segment cloud infrastructure services $99.3M, up 39% YoY
- Worst segment delivery and other cloud applications $395.9M, down 6% YoY
- Near-term headwinds: moderated traffic growth, renewal pricing pressure, rising hyperscaler-driven costs and capital spending
Risk Factors
- New geopolitical risk: Iranian strikes on Persian Gulf data centers in early 2026 caused structural damage and prolonged outages
- Regulatory risk: Emerging AI governance laws and potential Section 230 amendments could increase legal liability
- Competitive risk: Large cloud competitors hold priority access to servers, memory, co-location capacity and power
- Cybersecurity risk: AI coding agents could accelerate vulnerability exploitation and compress patching timelines
- Workforce risk: Approximately 6% of global employees are located in Israel and may face military-duty disruptions
AI summary of the AKAM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.05: Amendments to the Registrant's Code of Ethics
- Audit Committee amended Akamai’s Code of Ethics on September 22, 2026
- Expanded scope to employees, directors, officers, executives and contractors
Item 1.01: Entry into a Material Definitive Agreement
- Conference call scheduled at 5:30 p.m. Eastern Time, providing management commentary for investors
- Live webcast and two-week telephone replay available through Akamai’s Investor Relations channels
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD, not deemed “filed” under Exchange Act Section 18
- Information generally excluded from automatic incorporation by reference into other SEC filings
Item EX-99.1: Item EX-99.1
- $11.6B Anthropic commitment over seven years, materially expanding Akamai’s cloud infrastructure backlog
- Potential additional $9B expansion, taking total commitment to approximately $20B
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- September 24, 2026 press release announced a transaction with Anthropic
- Transaction details and shareholder implications depend on the referenced press release
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 references Akamai’s August 6, 2026 earnings press release
- Financial results, operating metrics, and management commentary appear in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.100B, up 5%; Security grew 10% to $604M while Delivery declined 6% to $396M
- Cloud Infrastructure Services revenue $99M, up 39%; over $2.8B in signed multi-year CIS contracts year-to-date
AI summaries of AKAM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AKAM
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Salem-Jackson Kim | Sell | Sep 25, 2026 | 2,013 | $128.00 |
| Sundaram Mani | Sell | Sep 25, 2026 | 7,022 | $125.62 |
| Joseph Paul C | Sell | Sep 15, 2026 | 3,100 | $105.63 |
| Howell Laura | M | Sep 12, 2026 | 323 | - |
| Howell Laura | F | Sep 12, 2026 | 108 | $106.79 |
| Howell Laura | M | Sep 12, 2026 | 323 | - |
| Joseph Paul C | Sell | Jul 15, 2026 | 3,100 | $126.77 |
| Blumofe Robert | Sell | Jun 18, 2026 | 243 | $129.41 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.0B | $4.2B |
| Operating Income | - | $533.4M | $566.9M |
| Net Income | $547.6M | $504.9M | $452.0M |
| Op. Margin | - | 13.4% | 13.5% |
| Net Margin | - | 12.7% | 10.7% |
| Balance Sheet | |||
| Total Assets | $9.9B | $10.4B | $11.5B |
| Equity | - | $4.9B | $5.0B |
| ROE | - | 10.4% | 9.1% |
| Per Share | |||
| EPS | $3.52 | $3.27 | $3.07 |
| Cash Flow | |||
| Operating CF | - | $1.5B | $1.5B |
| CapEx | $457.9M | $390.4M | $507.8M |
Source: XBRL data in Akamai Technologies (AKAM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AKAM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $7.61B |
| Q1 2026 | 36 | $7.41B |
| Q4 2025 | 35 | $5.60B |
| Q3 2025 | 36 | $5.26B |
| Q2 2025 | 33 | $5.14B |
| Q1 2025 | 31 | $4.06B |
| Q4 2024 | 26 | $4.19B |
| Q3 2024 | 22 | $2.26B |
- Goldman Sachs Group+1.14M (+111%)
- AQR Capital Management+1.12M (+110%)
- D.E. Shaw & Co+1.08M (+2082%)
- FMR LLC (Fidelity)+812.9K (+53%)
- JPMorgan Chase & Co+738.5K (+86%)
- T. Rowe Price Group−1.15M (-84%)
- Citadel Advisors LLC−1.10M (-53%)
- Wells Fargo & Co−1.10M (-56%)
- BNY Mellon−898.1K (-28%)
- Dimensional Fund Advisors−867.0K (-25%)
- AlTi Global, Inc.−10.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 258 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AKAM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 8-K | Sep 25, 2026 | - | Analysis | - |
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| SC 13G | Aug 12, 2026 | - | - | |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 20, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - |
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AKAM SEC filings: frequently asked questions
Are AKAM insiders buying or selling?
In the last 90 days, Akamai Technologies (AKAM) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $1.9 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AKAM stock?
As of June 30, 2026, the largest Akamai Technologies (AKAM) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), Vanguard Capital Management LLC ($1.1 billion), Vanguard Portfolio Management LLC ($857.9 million), State Street Corp ($682.6 million), Invesco Ltd ($462.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AKAM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Akamai Technologies (AKAM) reported revenue of $4.2 billion (up 5.4% from FY2024) and net income of $452.0 million. Diluted EPS was $3.07. The figures come from the XBRL data in the 10-K.
What are the main risks in AKAM's latest 10-K?
In the 10-K filed February 20, 2026, Akamai Technologies (AKAM) flagged: Regulatory risk: U.S. government export controls and tariffs on advanced computing and networking technologies impacting trade and supply chains. Geopolitical risk: 6% of employees in Israel exposed to Israel-Hamas war disruptions affecting workforce availability. (AI summary of the Risk Factors section.)
What did AKAM report in its latest 8-K?
Akamai Technologies (AKAM) filed an 8-K on September 25, 2026 reporting Item 5.05 (Amendments to the Registrant's Code of Ethics). Audit Committee amended Akamai’s Code of Ethics on September 22, 2026.
What are the latest AKAM SEC filings?
Akamai Technologies (AKAM) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 25, 2026 and a Form 4 insider filing on September 28, 2026.
What is AKAM's SEC CIK number?
Akamai Technologies (AKAM)'s SEC Central Index Key (CIK) is 1086222. EDGAR lists every AKAM filing under that number.
Ask anything about AKAM
The research agent reads AKAM's filings, financials, insider trades and 13F holders, then answers with sources.