Akamai Technologies, Inc. (AKAM) Discusses Landmark Multi-Billion Dollar Cloud Infrastructure Contract and Impact on Business Growth Transcript

Akamai Technologies, Inc. ( AKAM ) Discusses Landmark Multi-Billion Dollar Cloud Infrastructure Contract and Impact on Business Growth September 24, 2026 5:30 PM EDT Company Participants Mark Stoutenberg F. Leighton - Co-Founder, CEO, President & Director Ed McGowan - Executive VP, CFO & Treasurer Conference Call Participants Lawrence Vensko - Guggenheim Securities, LLC, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Sanjit Singh - Morgan Stanley, Research Division Paramveer Singh - Oppenheimer & Co. Inc., Research Division Jackson Ader - KeyBanc Capital Markets Inc., Research Division Rudy Kessinger - D.A. Davidson & Co., Research Division Fatima Boolani - Citigroup Inc., Research Division James Fish - Piper Sandler & Co., Research Division Presentation Operator Good day, and welcome to the Akamai Customer Announcement Overview Conference Call. Please note this event is being recorded. I would now like to turn the conference over to Mark Stoutenberg, Head of Investor Relations. Please go ahead. Mark Stoutenberg Good afternoon, everyone, and thank you for joining us today on short notice. We have some very exciting news to share from a customer win perspective, and we will get to that in just a moment. Speaking today will be Tom Leighton, Akamai's Chief Executive Officer; and Ed McGowan, Akamai's Chief Financial Officer. Please note that today's comments include forward-looking statements that include revenue guidance. These forward-looking statements are based on current expectations and assumptions that are subject to certain risks and uncertainties and involve a number of factors that could cause actual results to differ materially from those expressed or implied. The factors include, but are not limited to, any impact from macroeconomic trends, the integration from any acquisition, geopolitical developments, and other risk factors identified with our filings with the SEC. The statements included on today's call represent the company's views on September 24, 2026, and we assume no obligation