Akamai Technologies, Inc. (AKAM)

Akamai Technologies’ adjusted EPS of $1.59 topped the $1.57 estimate, +1.3%, while revenue came in line at $1.100 billion against a $1.091 billion estimate, +0.8%, in the second fiscal quarter of 2026 reported Aug. 6. Revenue rose 5.4% from about $1.04 billion a year ago, with the U.S. providing the largest share at about $550.4 million and international close behind at about $549.3 million. Gross margin held near 56% and operating margin was about 7%, with operating income coming in at about $80.3 million. Net income fell 23.4% to about $79.4 million from about $103.6 million a year earlier, while adjusted EPS was down 8.1% from $1.73. The company generated operating cash flow of about $326.3 million and repurchased about $409.9 million of stock. For the next period, consensus calls for EPS of $1.68 on revenue of $1.119 billion.