Akamai Technologies Inc
AKAMQ4 2024(AKAM Q3 FY2024)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$184.4M
AI Revenue (Q)
$20.1M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q3 2024 revenue was $1,004.7M (first billion-dollar quarter). The FY2024 10-K significantly expanded AI-related product descriptions: 'cloud computing infrastructure that they can use to build AI-powered applications; cybersecurity solutions, powered by AI and automation; generative AI to improve the speed and efficiency of identifying and investigating malicious activity; and throughput on our global intelligent network to enable the large volumes of data required to power AI-powered applications.' However, NO dollar figures are provided for AI revenue. The company still operates as one segment. Incrementing to 2.0% (~$20.1M) to reflect the expanding role of AI in Akamai's product suite and growing AI workload adoption on their compute platform.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $1,004,679 thousand for three months ended September 30, 2024
10-Q filed for period ending September 30, 2024, Condensed Consolidated Statements of Income
To help our customers seize on the power and potential of AI, we provide cloud computing infrastructure that they can use to build AI-powered applications; cybersecurity solutions, powered by AI and automation, designed to defend against prompt injections, data exfiltration and toxic outputs; generative AI to improve the speed and efficiency of identifying and investigating malicious or suspect activity; and throughput on our global intelligent network to enable the large volumes of data required to power AI-powered applications and facilitate effective real-time protections.
10-K for FY2024, Item 1. Business
AI Products Identified (Ring 1)
Cloud compute for AI inferenceAI-powered cybersecurity (anti-prompt injection, anti-data exfiltration)Generative AI for security investigationEdge AI inferenceAI network throughput
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