Cloud Infrastructure, Cybersecurity, and Content Delivery
Strategic Profile
Security and cloud computing have grown to be larger than the legacy CDN business. In February 2025, Akamai was chosen as the strategic cloud computing provider by one of the world's largest technology companies, with a multi-year commitment to spend over $100 million on cloud infrastructure services. This signals strong positioning in high-growth cloud and security markets.
Cyborg Score Rationale
On January 12, 2026, Morgan Stanley upgraded their outlook for Akamai Technologies from Underweight to Overweight. The company benefits from diversified revenue across CDN, security, and cloud services with significant enterprise customer bases, though analyst consensus shows mixed sentiment.
Top Insights
Security and cloud computing businesses have grown larger than the legacy CDN
Cloud infrastructure services primarily consist of compute and storage solutions developed based on Linode, acquired for $900 million in 2022
Major technology company committed over $100 million multi-year cloud infrastructure deal in February 2025
Recognized as 2026 Gartner Peer Insights Customers' Choice for Network Security Microsegmentation in January 2026
Named Competitors
Cloudflare — CDN and security platform
Zscaler — Zero trust security platform
AWS — Cloud infrastructure and services
Azure — Cloud computing platform
Recent Developments
(January 2026) Morgan Stanley upgraded AKAM from Underweight to Overweight with 14.68% upside target
(January 2026) Akamai recognized as 2026 Gartner Peer Insights Customers' Choice for Network Security Microsegmentation
(December 2025) Acquired Fermyon Technologies, a serverless WebAssembly company
(February 2025) Selected as strategic cloud computing provider by major technology company with $100M+ multi-year commitment
Open the full interactive Akamai Technologies, Inc. report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.