Akamai Technologies Inc
AKAMQ1 2023(AKAM Q4 FY2022)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$36.2M
AI Revenue (Q)
$5.2M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year FY2022 revenue was $3,591.3M (derived from 9-month revenue of $2,688.9M), implying Q4 revenue of approximately $902.4M. Akamai's 10-K mentions three solution categories (security, delivery, compute) but provides no AI-specific revenue breakdown. Compute was still in early ramp. Maintaining 0.5% estimate.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $2,688,875 thousand for nine months ended September 30, 2022 and $881,896 for Q3 2022
10-Q filed for period ending September 30, 2022, Condensed Consolidated Statements of Income
We provide solutions in three core categories: security, content delivery and compute
10-K for FY2022, Item 1. Business
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 managementGuardicore microsegmentation
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix