Akamai Q3 2026 Results: Cloud Infrastructure Revenue Up 34%

Akamai delivered Q3 2026 revenue of $1.122 billion, driven by Security and Cloud Infrastructure Services momentum.

Enterprises evaluating cloud and security investments need clear signals on vendor financial health, platform direction and AI readiness. Akamai's Q3 2026 results provide that signal: steady top-line growth, a rapidly scaling cloud infrastructure business and expanding AI-focused services. Softprom is the official distributor of Akamai.

What was announced

Akamai Technologies (Nasdaq: AKAM) reported financial results for the third quarter ended September 30, 2026. Revenue reached $1.122 billion, up 6% year-over-year and 7% in constant currency.

• Security revenue: $622 million, up 9% YoY (up 10% FX-adjusted)
• Cloud Infrastructure Services revenue: $109 million, up 34% YoY (up 35% FX-adjusted)
• Delivery and other cloud applications: $391 million, down 3% YoY
• GAAP EPS: $0.77 diluted, down 21% YoY
• Non-GAAP EPS: $1.77 diluted, down 5% YoY
• Adjusted EBITDA: $435 million
• Cash from operations: $433 million, 39% of revenue

The company also launched Akamai Inference and Akamai Agent Sandbox, enabling enterprises to build, tune and run AI agents on an AI-optimized cloud platform.

Akamai delivered solid third quarter results, driven by continued momentum across security and Cloud Infrastructure Services. We are especially excited by the exceptional progress in Cloud Infrastructure Services, with more than $14 billion worth of multi-year commitments signed so far this year.

Why this matters

For CIOs, CISOs and procurement leaders, Akamai's results reinforce three strategic themes: AI-driven cloud buildout, security consolidation and sustained platform investment. The 34% CIS growth and over $14 billion in multi-year commitments signal that Akamai has become a credible alternative to hyperscalers for distributed, AI-ready workloads. For 2027, total revenue growth is projected at 17% to 22% FX-adjusted, and 2028 revenue is expected to exceed $7.0 billion.

Technical details

• Akamai Inference: service to build and tune open-weight AI models on proprietary data
• Akamai Agent Sandbox: runs AI agents within enforced operational boundaries
• Platform scope: edge-to-core cloud compute, delivery and multilayered security
• CIS 2027 guidance: $1.1B to $1.3B in revenue
• Q4 2026 revenue guidance: $1,145M to $1,170M
• Cash, equivalents and marketable securities: $4.239 billion

FAQ

What was Akamai's Q3 2026 revenue?

Q3 2026 revenue was $1.122 billion, a 6% increase year-over-year and 7% in constant currency, driven by Security and Cloud Infrastructure Services.

How fast is Akamai's Cloud Infrastructure Services growing?

CIS revenue grew 34% year-over-year to $109 million in Q3 2026, with more than $14 billion in multi-year customer commitments signed year-to-date.

What is the outlook for enterprise cloud and security spend in 2027?

Vendors with AI-optimized platforms are projecting double-digit growth; Akamai expects 17% to 22% FX-adjusted revenue growth in 2027 and more than $7.0 billion in 2028.

Softprom and Akamai

Softprom is the official distributor of Akamai. Our team helps enterprises design, deploy and operate Akamai security and cloud infrastructure solutions, from edge protection to AI-ready workloads.

Prepared by the Softprom editorial team based on vendor materials (Softprom DistriFlow). Source: original article.