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Rankings/AKAM/Q3 2022 Analysis

Akamai Technologies Inc

AKAM
Q3 2022(AKAM Q2 FY2022)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$33.9M
AI Revenue (Q)
$5.2M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Second quarter after Linode acquisition. Akamai was still integrating Linode's cloud compute into its broader platform. No AI-specific product launches or revenue disclosures. Revenue was $903.3M. AI workloads on the platform remained negligible. Maintaining 0.5% estimate (~$4.5M) for basic ML inference at edge and AI-enhanced security features.
Analyzed by claude-opus-4-6

Quoted Figures

Revenue $903,332 thousand for three months ended June 30, 2022
10-Q filed for period ending June 30, 2022, Condensed Consolidated Statements of Income

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