Akamai Q1 revenue up 6% to $1.074 billion; non-GAAP EPS down 5% to $1.61
Akamai reported first quarter 2026 revenue of $1.074 billion, up 6% year over year, led by 40% growth in Cloud Infrastructure Services. Profit declined, with GAAP net income per diluted share at $0.71, down 13%, and non-GAAP net income per diluted share at $1.61, down 5%. The company also announced that a frontier model provider committed $1.8 billion over seven years for Cloud Infrastructure Services, and it issued second quarter and full-year 2026 guidance.
Key points
- Q1 2026 revenue was $1.074 billion, up 6%; Security revenue was $590 million, up 11%
- GAAP income from operations fell 26% to $114 million; non-GAAP income from operations fell 8% to $283 million
- Q2 2026 revenue guidance is $1.075 billion to $1.100 billion; full-year 2026 revenue guidance is $4.445 billion to $4.550 billion
- Non-GAAP EPS guidance is $1.45 to $1.65 for Q2 and $6.40 to $7.15 for full-year 2026
The filing
Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 07, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.