Akamai Technologies Inc
AKAMQ1 2025(AKAM Q4 FY2024)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$186.8M
AI Revenue (Q)
$20.4M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2024 full year: 9-month revenue was $2,971.2M, implying Q4 ~$1,017M. The FY2024 10-K is the most AI-detailed filing yet, describing four AI product areas (compute infrastructure for AI apps, AI-powered security, generative AI for investigations, AI network throughput). But critically, the company STILL operates as one segment and provides ZERO quantitative AI revenue disclosure. The Guardicore platform 'leverages AI to simplify user experience, vulnerability assessments, compliance and incident response' and uses 'AI network labeling' and 'generative AI' for natural language queries. These are features within existing products, not standalone AI revenue streams. Maintaining 2.0% estimate (~$20.3M).
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $2,971,229 thousand for nine months ended September 30, 2024
10-Q filed for period ending September 30, 2024, Condensed Consolidated Statements of Income
The platform leverages AI to simplify user experience, vulnerability assessments, compliance and incident response, helping to protect businesses from the threat of ransomware. AI network labeling examines how assets are behaving and suggests labels to help security teams apply appropriate controls, and generative AI allows security professionals to ask natural language questions of their network
10-K for FY2024, Item 1. Business
AI Products Identified (Ring 1)
Cloud compute for AI inferenceAI-powered cybersecurityGenerative 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