Flash | 07 Aug 2026 01:05:31 ET │ 11 pages Akamai Technologies, Inc. (AKAM.O) 2Q26 Callback Color CITI'S TAKE We caught up with AKAM CFO following 2Q26 results. Notes from this discussion below, ordered by what we found most incremental. Risk to the 4Q26E hockey stick ramp in CIS is largely equipment delivery timing, not execution Normalized capex is difficult to project out given CIS demand dynamics/pipeline Steadying trends in Delivery as the company laps Edgio and mgmt remains disciplined on traffic See ...