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Akamai Technologies, Inc.: 2Q Review: Another New Customer Win in CIS Highlights Strong Demand Backdrop and Drives Stronger Out-Year Outlook; Raise PT-20260807
摩根大通· 2026-08-07 18:40
J P M O R G A N North America Equity Research 07 August 2026 Akamai Technologies, Inc. 2Q Review: Another New Customer Win in CIS Highlights Strong Demand Backdrop and Drives Stronger Out-Year Outlook; Raise PT Akamai reported solid 2Q results with revenue driven by strength in Security, namely its high-growth API Security and Guardicore solutions, while CIS revenue growth tracked modestly below consensus expectations (+39% y/y and in CC vs. +42% consensus). Despite limited upside surprises in CIS revenue r ...