Akamai Technologies Inc
AKAMQ2 2022(AKAM Q1 FY2022)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$33.0M
AI Revenue (Q)
$5.2M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Akamai acquired Linode in March 2022, launching its cloud compute business. At this early stage, the compute platform was focused on general-purpose cloud (VMs, storage, networking) for developers and SMBs. AI workloads were negligible on the platform. Akamai's security products had basic automation but no AI-specific revenue disclosure. Total revenue was $903.6M. Conservatively estimating ~0.5% AI-adjacent revenue ($4.5M) from edge compute customers running basic ML inference workloads and AI-enhanced security features.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $903,647 thousand for three months ended June 30, 2022 (current quarter) vs $852,824 thousand prior year
10-Q filed for period ending June 30, 2022, Condensed Consolidated Statements of Income
In March 2022, Akamai acquired Linode Limited Liability Company, an established cloud computing platform
10-K for FY2022, Item 1. Business
AI Products Identified (Ring 1)
Linode cloud compute (general-purpose)AI-enhanced security automation
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Content delivery networkWeb application firewallDDoS mitigationBot management
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix