AK
AKAM
AKAM What Akamai Technologies promised, and what happened
Guidance
What management said, and what became of it
25 of 41 judged targets kept · 71 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| CapEx | $433 million to $453 million | Mar 2026 | Our Q2 CapEx was $347 million or 32% of revenue. Second quarter CapEx was below our guidance, primarily driven by the timing of receipt of some GPUs. | Achieved |
| Capital expenditures as a percentage of revenue | approximately 23% to 26% | Dec 2025 | At this time, we anticipate our full year capital expenditures will be approximately 40% of total revenue. | Revised Down |
| CapEx for GPU capacity | approximately $60 million | Jun 2026 | We expect to spend approximately $60 million of that this year with the remainder hitting in early 2027. | New |
The full ledger
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The rest of the ledger
Pro opens all 112 tracked commitments for Akamai Technologies
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.