财务数据和关键指标变化 - 第一季度收入增长8%,达到9.87亿美元 [8] - 非GAAP营业利润率为30% [8] - 非GAAP每股收益增长17%,达到1.64美元 [8] 各条业务线数据和关键指标变化 - 安全业务收入增长21%,达到4.91亿美元 [10][35] - 云计算业务收入增长25%,达到1.45亿美元 [34] - 内容分发业务收入下降11%,达到3.52亿美元 [35] 各个市场数据和关键指标变化 - 国际收入占比48%,同比增长7% [36] 公司战略和发展方向及行业竞争 - 公司计划收购Noname Security,加强API安全能力 [14][15] - 公司正加大投资云计算业务,已有多个大型客户使用 [16][17][18][19][20][21][22] - 内容分发业务面临行业整体流量下滑压力 [24][25] 管理层对经营环境和未来前景的评论 - 宏观环境和汇率波动对公司业绩产生负面影响 [29][30][31] - 大型社交媒体客户优化成本导致公司内容分发业务收入下降 [31][32] - 公司相信内容分发业务长期仍是关键支撑,但当前重点在安全和云计算业务的快速增长 [25][26][27] 问答环节重要的提问和回答 问题1 **Madeline Brooks 提问** 询问内容分发业务的续约情况 [49][50][51][52][53][54] **Ed McGowan 回答** 续约定价符合预期,但客户流量低于预期 [50] 问题2 **Joshua Baer 提问** 询问毛利率指引下调的原因 [57][58][59][60][61] **Ed McGowan 回答** 主要是由于投入云计算业务建设导致成本上升 [58][59] 问题3 **James Fish 提问** 询问大型社交媒体客户流量下降的原因 [64][65] **Tom Leighton 回答** 客户正在优化成本,包括减少预取等措施,以及自建CDN能力 [65]

For the quarter ended March 2024, Akamai Technologies (AKAM) reported revenue of $986.97 million, up 7.8% over the same period last year. EPS came in at $1.64, compared to $1.40 in the year-ago quarter.The reported revenue represents a surprise of -0.23% over the Zacks Consensus Estimate of $989.22 million. With the consensus EPS estimate being $1.61, the EPS surprise was +1.86%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to deter ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________ FORM 10-Q ______________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-27275 ____________________________ ...

财务业绩 - 第一季度收入为9.87亿美元，同比增长8%，调整汇率因素后也增长8%[1][2] - GAAP每股收益为1.11美元，同比增长79%，调整汇率因素后增长81%[4][6] - 非GAAP每股收益为1.64美元，同比增长17%，调整汇率因素后增长18%[6] - 调整后EBITDA为4.17亿美元，同比增长11%[6] - 公司总收入为9.87亿美元，同比增长8%[19] - 非GAAP净利润为2.55亿美元，非GAAP每股收益为1.64美元[24] - 调整后EBITDA为4.17亿美元，调整后EBITDA利润率为42%[25] 业务表现 - 安全和计算解决方案收入占总收入的64%，同比增长22%，调整汇率因素后也增长22%[2] - 安全业务收入为4.91亿美元，同比增长21%[19] - 计算业务收入为1.45亿美元，同比增长25%[19] 财务指标和披露 - 公司采用多种非GAAP财务指标来分析业务表现[26,27] - 公司调整后的税率为19%[23] - 公司采用非GAAP财务指标来补充GAAP财务指标,以更好地反映公司的经营业绩[28] - 公司剔除了无形资产摊销、股票激励费用、并购相关费用等项目,以提供更一致的业绩比较基准[29,30,31,32] - 公司剔除了债务发行成本摊销、投资收益/损失等项目,以突出核心业务表现[33,34,35] - 公司的非GAAP净利润、非GAAP每股收益等指标剔除了上述非经常性项目的影响[38,39] - 公司使用调整后EBITDA指标来分析经营业绩,并提供了相关边际利润指标[41] - 公司披露了资本支出(不含股权激励和利息费用)占收入的比重,反映运营效率[42,43] - 公司分析了汇率变动对收入和利润的影响,以增强财务数据的可比性[44,45] 其他 - 公司宣布启动新的20亿美元股票回购计划,有效期至2027年6月30日[9][10] - 公司预计2024年全年收入在39.5亿美元至40.2亿美元之间,其中安全收入同比增长15%-17%,计算收入同比增长21%-23%[11] - 公司预计2024年全年非GAAP营业利润率为28%-29%[11] - 公司预计2024年全年非GAAP每股收益在6.20美元至6.40美元之间[11] - 公司现金及现金等价物为4.71亿美元[18] - 公司员工人数为10,533人[20] - 资本支出为1.52亿美元,占总收入的15%[21]

Akamai Technologies, Inc. (AKAM) is scheduled to release first-quarter 2024 results on May 9, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 6.29%. It pulled off a trailing four-quarter earnings surprise of 6.49%, on average. The company is expected to report higher revenues year over year, backed by healthy demand in security and compute verticals. Management’s focus on expanding its portfolio to cater to advanced use cases is a tailwind.Factors at PlayD ...

CAMBRIDGE, Mass., May 8, 2024 /PRNewswire/ -- Akamai Technologies (NASDAQ: AKAM), the cloud company that powers and protects life online, received multiple honors at the 18th annual Stevie® Awards for Sales & Customer Service. Akamai Cloud Computing (formerly Linode) has been recognized by the Stevie Awards for six consecutive years. Competing against some of the world's largest cloud providers, Akamai won: Gold for Customer Service Department of the Year — Computer Services, by the Akamai Compute Support ...

A couple of weeks ago, TechCrunch broke the news that Akamai was in discussions to acquire Noname Security, a specialist in API security, for around $500 million. Today the deal is official, albeit at a lower price. Akamai has confirmed that it is buying the company in a $450 million deal.The deal underscores the ongoing push for more consolidation in the current market: the last several years have seen the emergence a wide variety of cybersecurity startups. With a number of these companies finding it hard ...

Acquisition will enable Akamai to extend protection across all API traffic locations, no matter the business, integration, or deployment requirements CAMBRIDGE, Mass., May 7, 2024 /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cloud company that powers and protects life online, announces that it has entered into a definitive agreement to acquire application programming interface (API) security company, Noname Security. Noname, one of the top API security vendors in the market, will enhance Ak ...

DKosig Akamai's (NASDAQ:AKAM) pursuit of cloud computing has created some hype around the stock in recent quarters. It is not clear that this is warranted, though. Akamai's pursuit of cloud computing is a risky strategic move due to the upfront costs involved and comes in an uncertain macro environment where many companies are gambling on infrastructure build-outs. I last wrote about Akamai in December, suggesting that caution was warranted despite the company's accelerating growth. The stock is down by ...

In its upcoming report, Akamai Technologies (AKAM) is predicted by Wall Street analysts to post quarterly earnings of $1.61 per share, reflecting an increase of 15% compared to the same period last year. Revenues are forecasted to be $989.22 million, representing a year-over-year increase of 8%.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projection ...