Akamai (AKAM) Q2 FY26 earnings call

Akamai's Q2 FY26 results highlight strong momentum in its AI-driven Cloud Infrastructure Services (CIS) and Security segments, securing over $2.8 billion in multi-year commitments, including a new $600 million deal. The company is strategically reallocating capital, pausing share buybacks to fund significant CapEx for GPU capacity, aiming to accelerate overall revenue growth into the low teens by 2027. Management emphasized the unique distributed platform's advantage for AI inference and the robust pipeline for future growth.