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Akamai Technologies
AKAM · NASDAQSoftware
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Custom siliconchips inside the boxesAppliancehardwareboards & assemblyCloud &computewhere the software runsData & talentinputstelemetry, threat intel,…Threatintelligencethe raw security signalBuild & AIplatformengineering + model layerVendorplatformsthe clouds vendors buildProduct linesmodules & familiesIndustriesverticals servedChannel &deliveryresellers, MSSPs, integra…Customerswho pays the subscriptionINTCIntelAMDAMDNVDANVIDIAODMServer ODMsCOLOColocation & data centersISPISPs & carrier networksAMZNAmazon (AWS)ENGEngineering talentINTELThreat intelligenceACCAkamai Connected CloudAKAMAkamaiNETCloudflareFSLYFastlySECSecurityCMPCloud ComputingCDNDelivery (CDN)FINFinancial servicesMEDMedia & streamingCHNLResellers & MSSPsCARRCarrier partnersENTEnterprises & govtDEVDevelopersYOUInternet users
Company details
Market cap
$16.6B
P/E ratio
38×
Div yield
EPS (TTM)
$3.40
Profit margin
13%
Rev. growth
+5%
Revenue
$4.0B
Free cash flow
$0.6B
In plain English
Akamai built the internet's original content-delivery network — servers deep inside 4,300+ locations across ~130 countries. That distributed footprint is now the base for two faster-growing businesses: cybersecurity (app & API protection, DDoS, microsegmentation), already ~half of revenue, and cloud computing (Linode / Connected Cloud). The legacy delivery/CDN line is shrinking as security and compute take over.
In simple terms
What Akamai Technologies really sells
Akamai built the internet's original content-delivery network — servers deep inside 4,300+ locations across ~130 countries. That distributed footprint is now the base for two faster-growing businesses: cybersecurity (app & API protection, DDoS, microsegmentation), already ~half of revenue, and cloud computing (Linode / Connected Cloud). The legacy delivery/CDN line is shrinking as security and compute take over.
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Risk read
Moderate
SteadierMore speculative
Why this rating?