Akamai Technologies Yönetim
Yönetim kriter kontrolleri 4/4
Akamai Technologies CEO'su Tom Leighton, Jan1998 tarihinde atandı, in görev süresi 28.33 yıldır. in toplam yıllık tazminatı $ 15.95M olup, şirket hissesi ve opsiyonları dahil olmak üzere 0% maaş ve 100% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.81% ine doğrudan sahiptir ve bu hisseler $ 386.91M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.2 yıl ve 6.9 yıldır.
Anahtar bilgiler
Tom Leighton
İcra Kurulu Başkanı
US$16.0m
Toplam tazminat
| CEO maaş yüzdesi | 0.00% |
| CEO görev süresi | 28.3yrs |
| CEO sahipliği | 1.8% |
| Yönetim ortalama görev süresi | 5.2yrs |
| Yönetim Kurulu ortalama görev süresi | 6.9yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • May 21
AKAM: AI Infrastructure Deals And Heavy Investment Will Shape Balanced Future Outlook
Akamai Technologies' analyst fair value estimate has moved from $110.98 to $157.16 as analysts factor in higher revenue growth expectations tied to AI infrastructure demand and recent deals, while also acknowledging ongoing margin pressure from increased investment. Analyst Commentary Recent research updates show a wide range of reactions to Akamai Technologies, with many firms lifting price targets while debating how much near term margin pressure and elevated capital spending should affect valuation.Analiz Makalesi • May 16
Investors Can Find Comfort In Akamai Technologies' (NASDAQ:AKAM) Earnings Quality
Akamai Technologies, Inc.'s ( NASDAQ:AKAM ) recent soft profit numbers didn't appear to worry shareholders, as the...Seeking Alpha • May 10
Akamai Technologies Cements Itself As An AI Beneficiary
Summary Akamai Technologies, Inc. reported Q1 results nearly in line with Wall Street expectations. Security and cloud infrastructure showed good momentum, but pressure in the delivery segment continued to weigh on AKAM's growth and margins. A new $1.8 billion AI cloud infrastructure deal is major news for AKAM, cementing the company as an AI beneficiary. I estimate AKAM stock to have a fair value of $148.30. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Apr 29
AKAM: Heavy AI Capex And Margin Pressure Will Limit Future Share Upside
Analysts have nudged their average price target on Akamai Technologies higher by about $1, reflecting modestly stronger assumptions for revenue growth, profit margins, and the future P/E multiple after a series of updated research reports that highlight ongoing traction in compute and security, along with higher planned investment. Analyst Commentary Recent research on Akamai reflects a mixed tone, with many firms lifting price targets while also flagging higher spending needs and the trade off between growth initiatives and profitability.Anlatı Güncellemesi • Apr 15
AKAM: AI Compute And Security Investments Are Expected To Drive Upside
Analysts have lifted the base case price target for Akamai Technologies to $110.98 from $102.72, reflecting updated views on higher future P/E assumptions along with more conservative revenue growth and profit margin inputs. This is supported by recent research that highlights growing compute and security demand, increased AI related capex, and a mix of both positive target revisions and a downgrade in rating.Anlatı Güncellemesi • Apr 01
AKAM: Elevated AI Capex Will Constrain Margins Despite Strong Compute And Security
Analysts have lifted Akamai Technologies' blended price target into a higher $90 to $120 range, citing steadier delivery trends, growing contributions from compute and security, and a willingness to accept near term margin pressure to fund AI related infrastructure and CIS growth. Analyst Commentary Recent research coverage on Akamai points to a generally constructive view on the company’s role in compute, security, and AI infrastructure, but opinions are not uniform.Anlatı Güncellemesi • Mar 18
AKAM: Heavy AI And Compute Spending Will Pressure Margins And Share Returns
Akamai’s updated analyst price target framework edges higher as modestly adjusted assumptions on fair value, growth, margins and future P/E reflect analysts’ focus on stabilizing delivery trends, rising contributions from security and compute, and sector-wide AI optimism, despite mixed views on near term investment and profitability. Analyst Commentary Recent Street research on Akamai highlights a split view.Anlatı Güncellemesi • Mar 04
AKAM: Elevated Capex For AI And Compute Will Pressure Future Returns
Akamai Technologies' updated fair value estimate has moved from $69.00 to about $77.07 as analysts factor in higher long term P/E assumptions, a higher discount rate, and renewed confidence in the company’s compute, security, and AI related growth drivers, reflected in a series of recent price target increases across the Street. Analyst Commentary Street research on Akamai has turned more active, with a wide range of price targets and ratings clustered around the company’s push into compute, security, and AI infrastructure.Anlatı Güncellemesi • Feb 17
AKAM: Fair Outlook As AI Infrastructure And Compute Transition Tests Execution
The Akamai Technologies analyst price target has been raised by about $1.57 to align with Street research that points to improving revenue growth assumptions, a slightly lower discount rate and a higher future P/E. This is supported by analysts highlighting moderating delivery declines, steadier Security trends, accelerating compute growth and potential benefits from AI infrastructure demand.Anlatı Güncellemesi • Feb 03
AKAM: Heavy Security And Compute Investments Will Constrain Returns Despite AI Tailwinds
Analysts have kept their fair value estimate for Akamai Technologies steady at $69.00 while updating their assumptions to reflect lower discount rates, slightly higher revenue growth and profit margin expectations, and a modestly reduced future P/E multiple. These changes are supported by recent target hikes tied to AI infrastructure demand, growing security and compute exposure, and a perceived inflection in the shift from content delivery to a broader cloud and security platform.Anlatı Güncellemesi • Jan 20
AKAM: Fair Outlook As Security And Compute Transition Reaches Key Inflection Point
Analysts have lifted their price target for Akamai Technologies by about US$6 to roughly US$101, citing a stronger profit outlook, a slightly lower required return, and growing conviction in the company’s transition toward security, compute, and AI infrastructure offerings. Analyst Commentary Recent Street research on Akamai highlights a mix of enthusiasm around its shift toward security, compute, and AI infrastructure, alongside some caution about the investment needed to support that shift.Anlatı Güncellemesi • Jan 06
AKAM: Heavy Security And Compute Spending Will Pressure Margins And Share Performance
Akamai Technologies' analyst fair value estimate has been adjusted from US$66.00 to US$69.00 as analysts factor in updated expectations around revenue growth, profitability, and a lower future P/E, supported by recent Street research highlighting opportunities in security, compute infrastructure, and ongoing investment needs. Analyst Commentary Recent research on Akamai Technologies presents a mixed picture, with some firms highlighting growth opportunities in security and compute infrastructure while others focus on the investment and execution risks that come with this shift.Anlatı Güncellemesi • Dec 15
AKAM: Heavy AI And Security Spending Will Cap Near-Term Upside
Analysts have nudged their fair value estimate for Akamai Technologies to $66.00 per share, citing a slightly lower discount rate, stronger expected revenue growth in security and compute, improved profit margin assumptions, and a lower future P E multiple that reflects both ongoing investment needs and a more balanced view of valuation risk. Analyst Commentary Recent Street research paints a mixed picture for Akamai, with bullish views on the long term potential of its security and compute businesses offset by valuation concerns and execution risk around its transformation strategy.Analiz Makalesi • Nov 11
Akamai Technologies, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for Akamai Technologies, Inc. ( NASDAQ:AKAM ) shareholders, with its shares surging 17...Anlatı Güncellemesi • Sep 04
Cloud, AI And Cybersecurity Will Unlock Future Opportunities
Analysts remain divided on Akamai Technologies due to concerns over consistent growth, particularly in Security and Delivery segments, and while recent strong results and guidance upgrades have fueled some optimism, the consensus Analyst Price Target is unchanged at $95.20. Analyst Commentary Concerns about Akamai's ability to deliver consistent growth across all business segments, with particular emphasis on the need for stabilization in Security and Delivery segment revenues.Analiz Makalesi • Jun 27
Here's Why Akamai Technologies (NASDAQ:AKAM) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Jun 12
Are Investors Undervaluing Akamai Technologies, Inc. (NASDAQ:AKAM) By 33%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Akamai Technologies fair value estimate is US$117 Akamai...Seeking Alpha • Mar 25
Akamai Technologies: Business Model Transition Continues
Summary Akamai Technologies, a leading content delivery, cloud computing, and security solutions provider, is down 25% from its 52-week highs amid business model tweaks and takeover rumors. The company is transitioning from its legacy Delivery business to focus on Security and Compute, aiming for 10% revenue growth and mid-40s EBITDA margins. Despite mixed analyst opinions and recent insider trading, Akamai's solid balance sheet and potential private equity interest offer some upside potential. An analysis around Akamai Technologies follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Mar 08
Akami Technologies: FY 2025 Outlook Overshadows AI-Driven Cloud Potential
Summary I reiterate a hold rating for Akamai Technologies due to a poor earnings growth outlook and lack of near-term catalysts for re-rating. Revenue growth is slowing, with FY25 guidance showing minimal growth and continuous declines in the delivery segment, impacting overall performance. Margin pressures persist due to necessary investments in AI and compute infrastructure, further dampening earnings growth potential. Despite appearing cheap, Akamai’s valuation is unlikely to improve without clear revenue and margin stabilization, making it a hold for now. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Akamai Technologies: Long-Term Narrative Doesn't Matter Until Delivery Improves (Rating Downgrade)
Summary I am downgrading Akamai Technologies stock from buy to hold due to persistent underperformance in the Delivery segment, which saw a 16% y/y revenue decline. Despite strong growth in Compute and Security, the market remains focused on Delivery's weakness, with traffic growth in key verticals like video streaming and gaming remaining weak. Management's restructuring measures, including a 2.5% workforce reduction and reinvestment in Compute and Security, are positive but insufficient to offset Delivery's negative impact. Until Delivery shows clear signs of stabilization or growth, I recommend monitoring AKAM and investing only when this segment's growth profile improves. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
Akamai Technologies Q3: Interesting Enough To Put On My Watchlist
Summary Akamai Technologies' Q3 earnings showed mixed results, with revenue up 3.6% y/y but a significant GAAP operating margin drop due to restructuring charges. The company's outlook is weak with lowered full-year revenue and profit forecasts, leading to a 15% drop in share price. Despite short-term challenges, Akamai's security and compute segments show promise, with strong growth potential in cloud services and online security. I will monitor Akamai closely, noting its solid balance sheet but concerned about high stock-based compensation impacting GAAP performance. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
Akamai: Delivery Headwinds And Compute Uncertainty
Summary Akamai's share price has rebounded in recent months due to optimism around its Security and Compute businesses. Akamai's Delivery business continues to face headwinds though, and the company has made little financial progress in recent years as a result. The valuation remains reasonable, particularly if the company can return its margins to the historical norm. Ongoing investments in Compute and Security could represent a risk to cash flows though. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Akamai Technologies: Stronger Performing Segments May Be Overlooked By The Market
Summary I recommend a buy rating for Akamai Technologies stock, as I believe the market undervalues the strong performance in the Security and Compute segments. Despite the slowdown in the Delivery segment, Security and Compute are showing very strong growth. Migrating apps to Akamai Connected Cloud will significantly reduce operating costs, potentially boosting margins by 400bps. Read the full article on Seeking AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$435m |
| Dec 31 2025 | US$16m | US$1 | US$452m |
| Sep 30 2025 | n/a | n/a | US$507m |
| Jun 30 2025 | n/a | n/a | US$425m |
| Mar 31 2025 | n/a | n/a | US$453m |
| Dec 31 2024 | US$15m | US$1 | US$505m |
| Sep 30 2024 | n/a | n/a | US$526m |
| Jun 30 2024 | n/a | n/a | US$629m |
| Mar 31 2024 | n/a | n/a | US$626m |
| Dec 31 2023 | US$13m | US$1 | US$548m |
| Sep 30 2023 | n/a | n/a | US$515m |
| Jun 30 2023 | n/a | n/a | US$478m |
| Mar 31 2023 | n/a | n/a | US$487m |
| Dec 31 2022 | US$12m | US$1 | US$524m |
| Sep 30 2022 | n/a | n/a | US$555m |
| Jun 30 2022 | n/a | n/a | US$611m |
| Mar 31 2022 | n/a | n/a | US$629m |
| Dec 31 2021 | US$12m | US$1 | US$652m |
| Sep 30 2021 | n/a | n/a | US$604m |
| Jun 30 2021 | n/a | n/a | US$584m |
| Mar 31 2021 | n/a | n/a | US$590m |
| Dec 31 2020 | US$12m | US$1 | US$557m |
| Sep 30 2020 | n/a | n/a | US$563m |
| Jun 30 2020 | n/a | n/a | US$542m |
| Mar 31 2020 | n/a | n/a | US$494m |
| Dec 31 2019 | US$11m | US$1 | US$478m |
Tazminat ve Piyasa: Tom 'ın toplam tazminatı ($USD 15.95M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.79M ).
Tazminat ve Kazançlar: Tom 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Tom Leighton (68 yo)
28.3yrs
Görev süresi
US$15,954,172
Tazminat
Dr. F. Thomson Leighton, also known as Tom, co-founded Akamai Technologies, Inc. in 1998 and has been its Chief Executive Officer since January 1, 2013 and serves as its President. Dr. Leighton is Akamai's...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-Founder | 28.3yrs | US$15.95m | 1.81% $ 386.9m | |
| Executive VP | 7.2yrs | US$6.20m | 0.0063% $ 1.3m | |
| COO & GM of Cloud Technology Group | 5.2yrs | US$7.73m | 0.0050% $ 1.1m | |
| Executive Vice President of Global Sales & Services | 5.2yrs | US$5.33m | 0.024% $ 5.1m | |
| Executive VP & GM of Security Technology Group | 4.4yrs | US$5.44m | 0.015% $ 3.2m | |
| Senior VP & Chief Accounting Officer | 4.9yrs | Veri yok | 0.011% $ 2.4m | |
| Executive VP & CTO | 5.2yrs | US$3.75m | 0.021% $ 4.6m | |
| Senior VP & Chief Information Officer | 4.4yrs | Veri yok | Veri yok | |
| Head of Investor Relations | no data | Veri yok | Veri yok | |
| Executive VP | 8.6yrs | US$3.01m | 0.016% $ 3.5m | |
| Senior Vice President of Corporate and Business Development | 7.3yrs | Veri yok | Veri yok | |
| Executive VP & Chief Marketing Officer | 5.2yrs | Veri yok | 0.042% $ 9.1m |
5.2yrs
Ortalama Görev Süresi
53yo
Ortalama Yaş
Deneyimli Yönetim: AKAM 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.2 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-Founder | 27.8yrs | US$15.95m | 1.81% $ 386.9m | |
| Independent Director | 10.8yrs | US$349.93k | 0.018% $ 3.9m | |
| Independent Chairman | 9.8yrs | US$449.96k | 0.016% $ 3.5m | |
| Independent Director | 6.9yrs | US$384.92k | 0.0063% $ 1.3m | |
| Independent Director | 6.2yrs | US$384.92k | 0.0043% $ 914.0k | |
| Independent Director | less than a year | US$234.40k | 0.0021% $ 445.2k | |
| Independent Director | 5.1yrs | US$349.93k | 0.0057% $ 1.2m | |
| Independent Director | 8.2yrs | US$349.93k | 0.0061% $ 1.3m | |
| Independent Director | less than a year | US$234.40k | 0.0021% $ 445.2k |
6.9yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: AKAM 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.9 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/26 07:17 |
| Gün Sonu Hisse Fiyatı | 2026/05/26 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Akamai Technologies, Inc. 50 Bu analistlerden 25, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| William Power | Baird |
| Madeline Brooks | BofA Global Research |
| Tal Liani | BofA Global Research |