Akamai Technologies Inc
AKAMQ3 2023(AKAM Q2 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$75.7M
AI Revenue (Q)
$10.3M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 2023 revenue was $935.7M. Akamai continued expanding cloud compute (Linode-based), but the platform primarily served general-purpose workloads (VMs, Kubernetes, databases). No AI-specific revenue quantification. Akamai's convertible note issuance of ~$1.25B in Q3 2023 signals investment ambitions, but no AI revenue breakout exists. Maintaining 1.0% estimate (~$9.4M).
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $935,721 thousand for three months ended June 30, 2023
10-Q filed for period ending June 30, 2023, Condensed Consolidated Statements of Income
AI Products Identified (Ring 1)
Linode cloud compute (general-purpose, some AI inference)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 managementGuardicore microsegmentationAPI Security (Neosec)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix