Akamai Technologies, Inc. (AKAM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.15K Followers Follow Akamai Technologies, Inc. ( AKAM ) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 5:25 PM EDT Company Participants Ed McGowan - Executive VP, CFO & Treasurer Presentation Unknown Analyst All right. Good afternoon. Thanks so much to everyone for joining us at the Akamai session at the Goldman Communacopia Conference. My colleague, [ Max Campbell ], and I delighted to have on stage Ed McGowan, CFO of Akamai. Hey, thanks for being here, Ed. Ed McGowan Executive VP, CFO & Treasurer Thanks for having me. Great conference so far, so thank you for doing this as well. Question-and-Answer Session Unknown Analyst The pleasure is ours. Ed, you're in the middle of a very interesting inflection point for Akamai. Give us a little bit of a download of the last 6 to 12 months when you all as an executive team realized that this network that you've built over multiple decades can now, essentially, be upgraded along with the compute assets that you have into something that is a next-generation AI compute network? Ed McGowan Executive VP, CFO & Treasurer Sure. Yes, it's been probably the most exciting time since we first began. I've been with the company since 2000. And back then, demand was insane, right? Pretty much the Internet was just exploding with incredible demand. We're seeing that now with AI. And we made a decision 5 years ago to get into the compute business, and we acquired Linode, and we always had this vision of, A, using it ourselves to start because we're spending so much with hyperscalers, but to make that into an enterprise-grade network that would be comparable to using a hyperscaler. It may not have all the capacity and all the features, but it was an alternative. And we thought that, look, we can leverage a lot of what we've done over the years with our CDN network, leveraging a lot of the