Akamai Technologies Inc AKAM
Akamai Technologies Inc scores average on business quality (4.8 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Akamai Technologies Inc does
Akamai Technologies operates a massive global edge computing and content delivery network. Enterprises pay Akamai to accelerate web traffic, secure applications, and distribute media securely.
- What it does best
Akamai dominates global content delivery through its unmatched distributed edge network, boasting a gross margin of 57.5% compared to Twilio's 48.6%. This vast footprint creates deep enterprise switching costs that are exceptionally difficult for rivals to duplicate quickly.
- The main risk
Sluggish revenue growth in the bottom quartile of its sector leaves Akamai vulnerable if pricing pressure intensifies in its core content delivery market.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 11.9% with a net margin of 9.5%, yielding an ROE of 8.5%. Profitability remains stable but lacks the aggressive scaling seen in high-growth software peers.
Akamai anchors its moat in massive global infrastructure serving enterprise clients. Its 46th percentile gross margin reflects intense pricing competition that caps wider defensive advantages.
Revenue grew 5.4% to $4.3B, marking a modest pace that lags historical averages as the core delivery business matures.
Akamai carries total debt of $4.1B against $1.2B in cash, producing an interest coverage of 15.5x where debt costs remain manageable. Free cash flow reached $630.0M, showing stable cash generation as the balance sheet holds steady.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on AKAM
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Akamai Technologies Inc scores average on the Cluenex quality check (4.8 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 5, 2026, after the close.
See AKAM today
- Today's verdict on AKAM, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Akamai Technologies Inc (AKAM)”, https://cluenex.com/stocks/akam/, data as of Oct 10, 2026.