Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:ARMOUR Residential REIT, Inc. (ARR) is a real estate investment trust. The Zacks Consensus Estimate for its current year earnings has been revised 18.6% downward over the last 60 days.Akamai Technologies, Inc. (AKAM) is a cloud services provider. The Zacks Consensus Estimate for its current year earnings has been revised 6.5% downward over the last 60 days.Americas Gold and Silver Corporation (USAS) is a mining company.The Zacks Conse ...

CEOs and Other Insiders Are Buying Shares of These 7 Stocks Veronika Ryabova / iStock via Getty Images 24/7 InsightsAs earnings-reporting season winds down, more insiders are free to buy and sell their own stocks.CEOs and others have lately been acquiring shares following quarterly reports.With the earnings-reporting season winding down, the windows for making insider purchases are opening up. In the past week, chief executives and other insiders have been scooping up shares in the wake of quarterly repor ...

文章核心观点 - Akamai Technologies Inc.近期宣布EZDRM Inc.加入Akamai Qualified Compute Partner Program [1][2][3][4] - 该计划允许技术合作伙伴在Akamai Connected Cloud上运行应用程序,为客户提供先进的互操作解决方案 [2] - EZDRM提供数字版权管理即服务(DRMaaS),可保护和变现视频内容 [2][3][4] - 该合作有助于提高客户参与度和扩大平台的变现范围,满足跨行业对云端解决方案日益增长的需求 [5] - Akamai的安全产品有望从边缘计算和物联网设备激增带来的数据计算需求中获益 [6][7] 行业总结 - 云计算安全是一个前景广阔的领域,大型企业预计将增加安全预算以有效应对安全隐患,增强对云计算的信心 [6] - 边缘计算和物联网设备的快速部署,将推动对Akamai安全产品的需求 [7] - 行业整体增长强劲,Akamai去年股价涨幅低于行业平均水平 [7] 公司总结 - Akamai通过扩展云原生技术组合,旨在抓住云计算市场的增长机遇 [5] - 该公司的安全产品有望从边缘计算和物联网设备激增带来的数据计算需求中获益 [6][7] - 合作伙伴EZDRM提供的DRMaaS有助于提高客户参与度和扩大平台的变现范围 [3][4][5]

CAMBRIDGE, Mass., May 16, 2024 /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cloud company that powers and protects life online, announced today that EZDRM, Inc. is the latest organization to join the Akamai Qualified Compute Partner Program. EZDRM is offering an Akamai Connected Cloud–native configuration of its digital rights management as a service (DRMaaS) solution to operate in very close conjunction with edge encoders and packagers that help drive low-latency streaming services.As an A ...

Key TakeawaysThe S&P 500 was little changed, adding 0.2% on Friday, May 10, 2024, as data showed a steep drop in consumer sentiment in May.Shares of Mettler Toledo soared after the precision instrument maker beat quarterly estimates, driven by strength in its laboratory segment.Software infrastructure firm Akamai Technologies issued lackluster guidance, citing slower online traffic growth, and its shares tumbled. Major U.S. equities indexes were mixed on Friday after the latest data from the University of M ...

Akamai Technologies, Inc. (AKAM) reported modest first-quarter 2024 results, with the bottom line surpassing the Zacks Consensus Estimate but the top line missing the same. The company recorded a top-line expansion year over year, driven by solid momentum in security and compute verticals in multiple end markets. The planned buyout of Noname Security will significantly boost Akamai’s API security portfolio and enhance prospects.Net IncomeGAAP net income improved to $175.4 million or $1.11 per share from $97 ...

文章核心观点 - Akamai Technologies Inc (AKAM)的内容交付网络业务已经过时,应该与Cloudflare或Fastly等公司合并 [1][3] - Akamai的网络安全业务是其"皇冠上的明珠",但目前没有得到应有的重视 [4] - Akamai公司应该剥离其内容交付网络业务,以突出其网络安全业务的价值 [3] 公司业务分析 - Akamai公司的内容交付网络业务收入同比下降11% [8] - 但其网络安全业务收入同比增长21%,达到4.91亿美元 [8] - Akamai最近还获得了美国陆军的"零信任"身份认证合同 [9] - 由于美元走强、一家大型社交媒体客户优化成本以及行业流量增长放缓,Akamai下调了全年业绩指引 [10]

公司业绩 - Akamai Technologies的股价在周五早盘交易中急剧下跌，原因是该软件基础设施公司当前季度和全年的指导预期低于市场预期[1] - 公司表示，其展望反映了美元走强、一家大型社交媒体客户正在理顺成本，以及整个行业的流量增长放缓[2] - 在今年的前三个月，公司的调整后每股收益为1.64美元，略高于1.61美元的共识预期[5]

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 ...