Akamai Technologies Inc
AKAMQ4 2023(AKAM Q3 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$77.1M
AI Revenue (Q)
$10.3M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 2023 revenue was $965.5M. Akamai continued compute platform expansion with new core compute sites. The company's 10-K for FY2023 added language about compute-to-edge solutions but still no AI-specific revenue disclosure. No GPU compute offerings were announced for the platform at this point. Maintaining 1.0% estimate (~$9.7M).
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $965,484 thousand for three months ended September 30, 2023
10-Q filed for period ending September 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
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix