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Rankings/AKAM/Q4 2022 Analysis

Akamai Technologies Inc

AKAM
Q4 2022(AKAM Q3 FY2022)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$35.1M
AI Revenue (Q)
$5.2M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Third quarter post-Linode. The compute platform was growing but still early. No AI-specific disclosure. Revenue was $881.9M. The company was focused on integrating Linode and expanding core/distributed cloud sites. AI workload revenue remained minimal. Estimate: 0.5% (~$4.4M).
Analyzed by claude-opus-4-6

Quoted Figures

Revenue $881,896 thousand for three months ended September 30, 2022
10-Q filed for period ending September 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