Akamai Technologies, Inc. (AKAM) Presents at Citi's 2026 Global TMT Conference Transcript

SA Transcripts 162.14K Followers Follow Akamai Technologies, Inc. ( AKAM ) Citi's 2026 Global TMT Conference September 9, 2026 2:35 PM EDT Company Participants F. Leighton - Co-Founder, CEO, President & Director Conference Call Participants Fatima Boolani - Citigroup Inc., Research Division Presentation Fatima Boolani Citigroup Inc., Research Division Everyone, I'm Fatima Boolani. I jointly head up the software research team here at Citi. And I'm very excited to host my next fireside chat session with Dr. Tom Leighton, CEO and Founder of Akamai. Thank you so much for being here. F. Leighton Co-Founder, CEO, President & Director Well, thank you. Nice to be here. Question-and-Answer Session Fatima Boolani Citigroup Inc., Research Division I appreciate it. Well, we've got a lot to talk about. And where I want to start the conversation is Akamai's strategic evolution. The business has undergone a substantial change and transformation, certainly in the last 3 years, but I'd even narrow the scope and say in the last year, having essentially evolved from a predominantly content delivery services business to a majority of compute and security business. So in your view, as we think about the evolution and some of the milestones you've hit in the last 12, 18 months, what comes out most sharply in your mind as things that have been most salient in that evolution? F. Leighton Co-Founder, CEO, President & Director I think there's been a big advance with our cloud capabilities. We bought Linode several years ago now, huge investment to make that be of a caliber that big enterprises can use for big mission-critical applications. And now we're to the point where we can sign up these very large cloud customers and support their AI needs, end-to-end, training all the way through inference and get their compute applications close to users so they can take advantage of low latency and also high