Akamai Technologies Inc
AKAMQ1 2024(AKAM Q4 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$88.3M
AI Revenue (Q)
$10.3M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2023 annual revenue was approximately $3,812M (9-month was $2,816.9M, implying Q4 ~$995M). The FY2023 10-K describes 'compute-to-edge solutions' and continued expansion of cloud computing sites. The company discusses AI in the context of risk factors (competition from AI) and product descriptions, but provides no AI-specific revenue. Akamai's compute platform is general-purpose; no GPU-as-a-service was publicly available. Maintaining 1.0% estimate (~$10M for Q4).
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $2,816,903 thousand for nine months ended September 30, 2023
10-Q filed for period ending September 30, 2023, Condensed Consolidated Statements of Income
We provide solutions in three core offerings: security, content delivery and compute
10-K for FY2023, Item 1. Business
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