Bloomberg Talks Akamai CEO Tom Leighton Talks Earnings
Aug 8, 2025
Akamai's CEO discusses impressive Q2 earnings and the company's growth in cloud infrastructure services. The conversation highlights competitive advantages over larger players and the importance of strong client relationships. Rising cybersecurity demands are addressed, including the need for advanced security measures. The transformative effect of generative AI on productivity and talent development in the security sector is also explored, showing how technology is shaping the industry's future.
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Earnings Beat But Investors Stay Cautious
- Bloomberg notes Akamai beat estimates but shares stayed volatile amid compute weakness.
- Management raised full‑year guidance despite mixed signals.
Cloud Infrastructure Growth Accelerates
- Akamai's cloud infrastructure grew 30% year‑over‑year and should exceed 40% by year‑end.
- Tom Leighton cites Gen AI as a major tailwind.
Edge Footprint Beats Hyperscalers On Latency
- Akamai's edge in 750 cities moves containers closer to users, cutting latency.
- A hyperscaler is an early adopter of Akamai's managed container service.