Akamai (AKAM) Q1 FY26 earnings call

Akamai reported a strong Q1 FY26, highlighted by a record $1.8 billion cloud infrastructure services commitment, signaling a definitive shift towards becoming a key infrastructure provider for the AI-driven economy. The company is making bold investments in its CIS portfolio, including GPU deployments, to capitalize on rapidly expanding AI-specific demand, which is expected to drive double-digit revenue growth by 2027. While these investments are impacting near-term profitability and CapEx, management views them as critical for long-term growth, leveraging Akamai's distributed platform for low