Core Insights - Akamai Technologies has been recognized as a Customers' Choice in the 2025 Gartner® Peer Insights™ "Voice of the Customer" for Cloud Web Application and API Protection (WAAP) for the sixth consecutive year, with 99% of customers indicating they would recommend the solution based on 133 overall reviews as of July 2025 [1][3]. Group 1: Customer Feedback - Customers praised Akamai's App & API Protector for its reliability, stability, and performance, highlighting excellent technical support [3]. - Specific customer testimonials emphasized the product's ease of use, customization options, and exceptional post-sale customer service [3]. Group 2: Industry Context - Gartner defines WAAP as a category of security solutions aimed at protecting web applications and APIs from various types of attacks, regardless of their hosting location [2]. - The "Voice of the Customer" report aggregates peer reviews from verified end users, providing valuable insights for IT decision-makers [2]. Group 3: Company Overview - Akamai is a leading cybersecurity and cloud computing company that offers market-leading security solutions and global operations to safeguard enterprise data and applications [5]. - The company is recognized for its reliability, scale, and expertise, which are essential for businesses looking to grow confidently in the digital landscape [5].

Core Insights - The report by Akamai Technologies highlights that organizations implementing microsegmentation can significantly reduce ransomware containment times and improve their cyber insurance terms [1][5] - A majority of organizations recognize the importance of microsegmentation, with half of non-adopters planning to implement it within two years, and over two-thirds of current adopters intending to increase their investment [3][6] Adoption of Microsegmentation - While 90% of organizations have some form of segmentation, only 35% have fully implemented microsegmentation, leaving many exposed to cyber threats [3] - Security organizations with over $1 billion in annual revenue reported a 33% reduction in ransomware containment time after implementing microsegmentation [4] Benefits of Microsegmentation - 79% of organizations experienced at least one ransomware attack in the past 24 months, with 63% of microsegmentation adopters implementing it to contain such attacks [6] - 56% of organizations aim to respond more quickly to security incidents through microsegmentation [6] - 74% of organizations are adopting microsegmentation to protect high-risk assets from potential threats [6] - 57% of organizations are using microsegmentation to safeguard against internal threats and to meet regulatory requirements [6] Cyber Insurance Impact - 75% of organizations report that insurers assess segmentation posture during underwriting, indicating its growing importance in cyber insurance [5] - 60% of surveyed organizations have received premium reductions tied to their segmentation maturity [7] - 74% believe that stronger segmentation increases the likelihood of insurance claims being approved [7] Challenges of Adoption - Despite rising awareness, many organizations remain stalled in early adoption stages, relying on legacy segmentation approaches [8] - Common challenges include network complexity (44%), visibility gaps (39%), and operational resistance (32%) [9] - Organizations that successfully implement microsegmentation report fewer compromised systems and lower recovery costs [9]

Core Insights - Akamai Technologies has expanded its partnership with Apiiro to enhance application security throughout the software development lifecycle (SDLC) [1][2][3] - The collaboration aims to address the growing enterprise needs for comprehensive API security and broader application risk management [2][4] Partnership Development - The partnership initially began in 2024, focusing on API visibility in source code, and has now evolved to provide a comprehensive API security platform [2][3] - The integration combines Akamai's API security capabilities with Apiiro's application security posture management (ASPM) platform, allowing for unified governance and accelerated remediation [2][5] Addressing Enterprise Challenges - Enterprises face challenges such as fragmented security tools, governance gaps, and the complexities introduced by agentic AI, which increases API volume and attack surfaces [7][8] - The partnership provides a solution by integrating security intelligence from Akamai into Apiiro's ASPM, enabling a prioritized vulnerability backlog [4][5] Customer Benefits - Joint customers have reported significant savings, with one Fortune 100 insurance provider saving over US$3 million annually through automation and improved risk visibility [7] - The integrated platform offers complete visibility into APIs, services, and code dependencies, along with actionable prioritization of vulnerabilities [8][9] Strategic Positioning - The expanded partnership positions Akamai and Apiiro to help enterprises modernize their application security programs, enhancing their ability to manage risks in a rapidly evolving threat landscape [9]

Core Insights - Akamai Technologies Inc. is experiencing significant underperformance in 2025, with a stock decline of 20.5% this year [1] - Analyst Gabriela Borges from Goldman Sachs indicates that the stock may remain stagnant until there is a noticeable improvement in growth [2] Product Developments - In September, Akamai launched new offerings to enhance its service portfolio, including Managed Service for API Performance on September 24, aimed at improving API reliability and security for businesses [3] - On September 12, Akamai introduced Media Services Live 5 (MSL5) in partnership with Harmonic, designed to enhance live streaming capabilities, particularly for sports and large broadcasts [4] Strategic Focus - Through these new initiatives, Akamai aims to expand its service offerings to attract more enterprise and media provider clients, reinforcing its position in the global content delivery network (CDN) and cybersecurity markets [5]

Company Performance - Akamai Technologies (AKAM) stock increased by 1.28% to $76.23, outperforming the S&P 500's decline of 0.29% [1] - Over the past month, AKAM's stock has decreased by 2.17%, while the Computer and Technology sector gained 8.98% and the S&P 500 gained 3.08% [1] Earnings Expectations - Analysts expect Akamai Technologies to report earnings of $1.62 per share, reflecting a year-over-year growth of 1.89% [2] - The consensus estimate for revenue is $1.04 billion, which represents a 3.7% increase from the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $6.66 per share and revenue at $4.17 billion, indicating increases of 2.78% and 4.36% respectively from the previous year [3] Analyst Estimates - Recent adjustments to analyst estimates for Akamai Technologies are important as they reflect changes in short-term business dynamics [4] - Positive estimate revisions are viewed as a sign of optimism regarding the business outlook [4] Zacks Rank and Valuation - Akamai Technologies currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having increased by 1.6% in the past month [6] - The company is trading at a Forward P/E ratio of 11.3, which is a discount compared to its industry's Forward P/E of 25.29 [6] PEG Ratio and Industry Comparison - AKAM has a PEG ratio of 2.31, compared to the Internet - Services industry's average PEG ratio of 1.7 [7] - The Internet - Services industry is part of the Computer and Technology sector and has a Zacks Industry Rank of 100, placing it in the top 41% of over 250 industries [7]

Core Insights - The survey indicates that remote-first workplaces are sustainable and highly productive, challenging the notion that productivity requires a return to the office [1][3]. Company Findings - 83% of remote-friendly companies report high or very high productivity, with 62% indicating "high" productivity and 21% "very high" [3]. - 62% of these companies do not utilize surveillance tools, reflecting a strong culture of mutual trust [3]. - Akamai's flexible work program allows over 95% of employees to choose their work environment, leading to higher performance ratings and a 7.3% attrition rate, significantly lower than the global tech average of 13.2% [5]. Industry Trends - 52% of surveyed companies consider remote-first their default mode of work, with most adopting this model during or shortly after the pandemic [6][7]. - Talent acquisition is a primary driver for adopting remote-first models, with 72% citing access to a wider talent pool as the main reason [7]. - 79% of companies offer mental health benefits, and 72% provide flexible hours, indicating a shift towards prioritizing employee well-being [7].

Core Insights - Akamai Technologies has launched a Managed Service for API Performance, aimed at enhancing the security and efficiency of APIs in complex digital environments [1][3][5] - The service leverages the APIContext platform to provide proactive testing, expert analysis, and customized optimization for businesses [1][4] Group 1: Service Features - The Managed Service for API Performance includes 24/7 monitoring and incident response to ensure APIs remain operational and efficient [7] - Tailored action plans provide executive-level reporting on API health metrics, performance trends, and business impact [7] - Expert guidance from Akamai analysts helps uncover hidden performance patterns and presents findings in actionable reports [7] Group 2: Compliance and Regulatory Support - The service monitors performance and compliance, ensuring APIs meet various regulatory requirements such as DORA, NIS2, and SEC SCI [7] - Audit-ready evidence is generated through synthetic calls, providing a tamper-proof record of uptime and standards adherence [7] Group 3: Industry Context - As enterprises increasingly rely on APIs for mission-critical services, ensuring their performance is crucial [2][5] - The complexity of managing APIs necessitates specialized oversight, differentiating it from traditional system monitoring [2][3]

Group 1 - The core viewpoint of the articles emphasizes that traditional centralized cloud services are inadequate for the low-latency, high-concurrency, and cost-effective computing demands of generative AI, leading to a shift towards edge computing as a solution [1][2][3] - A recent study by Akamai and IDC indicates that 31% of surveyed organizations in the Asia-Pacific region have deployed generative AI in production, while 64% are in testing or pilot phases [2][3] - The existing cloud architecture reveals significant deficiencies, particularly in handling massive intelligent computing demands, resulting in latency issues and bottlenecks [3][4] Group 2 - Companies face challenges in managing multi-cloud environments due to inconsistent tools, fragmented data management, and the need for seamless data transfer across platforms, especially in cross-border scenarios [4][5] - The report highlights that many enterprises are constrained by legacy infrastructure that cannot adapt quickly to the explosive demands of generative AI applications [4][5] - The edge computing market is experiencing significant growth, with organizations recognizing the need to integrate edge services into their infrastructure strategies to remain competitive and compliant [5][6] Group 3 - Edge computing is defined as an open platform that integrates network, computing, storage, and application capabilities close to data sources, addressing key needs in digital transformation [6][7] - The architecture of edge services allows for distributed computing, reducing latency and enhancing service stability by processing data closer to users [7][8] - Predictions indicate that by 2028, the annual compound growth rate (CAGR) for public cloud services at the edge will reach 17%, with total spending expected to hit $29 billion [7][8]

Core Insights - Akamai Technologies, Inc. (AKAM) is valued at a market cap of $10.9 billion and is a leading provider of cloud computing, cybersecurity, and content delivery network services [1] - The company is classified as a large-cap stock, highlighting its size and influence in the software infrastructure industry [2] Financial Performance - For fiscal Q2 2025, Akamai reported a revenue increase of 7% year-over-year to $1.04 billion, with non-GAAP EPS at $1.73, exceeding analyst expectations [5] - The company provided Q3 revenue guidance of $1.035–$1.050 billion and projected full-year non-GAAP EPS of $6.60–$6.80, indicating strong demand in security and cloud services [5] Stock Performance - Akamai's shares have declined 28.2% from their 52-week high of $106.80, and are down 19.8% year-to-date, underperforming the S&P 500 Index, which has returned 17.4% over the same period [3][4] - The stock has been trading below its 200-day moving average since late February and below its 50-day moving average since late July, confirming a bearish trend [4] Competitive Landscape - Akamai has significantly underperformed compared to its rival, Cloudflare, Inc. (NET), which has surged 176.9% over the past 52 weeks and 112% year-to-date [6]

Core Insights - Akamai Technologies' co-founder and CEO, Dr. Tom Leighton, is awarded the Technology & Engineering Emmy® Lifetime Achievement Award for his contributions to content delivery technologies [2][4] - Leighton has over 50 patents related to content delivery, internet protocols, and digital rights management, significantly impacting the streaming of high-definition content globally [2][3] - This marks Leighton's second Emmy® Award, recognizing Akamai's excellence in engineering creativity in Content Delivery Networks (CDN) [4][5] Company Overview - Akamai is a leading cybersecurity and cloud computing company that provides solutions to protect and power businesses online [7] - The company is recognized for its market-leading security solutions and global operations, which safeguard enterprise data and applications [7] - Akamai's cloud computing solutions are designed for performance and affordability, trusted by global enterprises for reliability and scale [7] Upcoming Events - Akamai and other honorees will be celebrated at the 76th Annual Technology & Engineering Emmy® Awards Ceremony on December 4, 2025, in New York City [6]