Akamai Technologies, Inc. · NASDAQ:AKAM
Akamai Technologies — Q3 2026 Earnings Presentation
8 slides from Akamai Technologies's earnings presentation, Nov 5, 2026
Slide 1: Q3'2026 Supplemental Earnings Schedule
Q3’2026 Supplemental Earnings Schedule November 5, 2026
Slide 2: Safe Harbor
Safe Harbor This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 regarding future events and the future results of Akamai. All statements other than statements of historical facts are statements that could be deemed forwar
Slide 3: Large Scale CIS Deal Economics – Fully Ramped
Large Scale CIS Deal Economics – Fully Ramped ANNUAL RUN-RATE (PER YEAR) RETURNS Revenue ~$2.2B Non-GAAP Avg. Annual Adjusted ROIC Colocation ~$400M ~15% Other Support Costs ~$150M Depreciation ~$1B After-Tax IRR ~13% Adj. EBITDA Margin ~75% Akamai WACC: ~9% Source: Bloomberg as of 11/4/26 Non-GAAP
Slide 4: Non-GAAP Financial Measures
Non-GAAP Financial Measures In addition to providing financial measurements based on generally accepted accounting principles in the United States of America (GAAP), Akamai provides additional financial metrics that are not prepared in accordance with GAAP (non-GAAP financial measures). Management u
Slide 5: Definitions of Akamai's Non-GAAP Financial Measures
Definitions of Akamai’s Non-GAAP Financial Measures Non-GAAP financial measures used in this presentation are: Non-GAAP income from operations – GAAP income from operations adjusted for the following items: amortization of acquired intangible assets; stock-based compensation; amortization of capital
Slide 6: Definitions of Akamai's Non-GAAP Financial Measures (cont.)
Definitions of Akamai’s Non-GAAP Financial Measures (cont.) Non-GAAP depreciation – GAAP depreciation and amortization (which consists of depreciation and amortization of property and equipment, capitalized stock-based compensation, capitalized interest expense and acquired intangible assets), less
Slide 7: Exclusions from Akamai's Non-GAAP Financial Measures
Exclusions from Akamai’s Non-GAAP Financial Measures Items Akamai excludes from non-GAAP financial measures: Amortization of acquired intangible assets – Akamai has incurred amortization of intangible assets, included in its GAAP financial statements, related to various acquisitions Akamai has made.
Slide 8: Exclusions from Akamai's Non-GAAP Financial Measures (cont.)
Exclusions from Akamai’s Non-GAAP Financial Measures (cont.) Amortization of debt issuance costs and capitalized interest expense – The issuance costs of Akamai's convertible senior notes are amortized to interest expense and are excluded from Akamai's non-GAAP results because management believes th