Akamai Technologies, Inc. (AKAM): Business Model Canvas [Jan-2025 Mis à jour]

Dans le paysage numérique en évolution rapide, Akamai Technologies est devenue une force transformatrice, révolutionnant la façon dont les entreprises fournissent du contenu, sécurissent des réseaux et optimisent les performances sur les plateformes mondiales. En tissant ingénieusement un réseau complexe de solutions technologiques, Akamai a conçu un modèle commercial qui transcende les réseaux de livraison de contenu traditionnels, offrant aux entreprises une suite complète de services qui accélèrent les expériences numériques, la cybersécurité fortifie et la motivation de l'efficacité opérationnelle. Cette exploration de la toile du modèle commercial d'Akamai révèle le plan stratégique derrière leur approche innovante pour résoudre les défis critiques dans le monde hyper-connecté d'aujourd'hui.

Akamai Technologies, Inc. (AKAM) - Modèle commercial: partenariats clés

Provideurs de réseau de livraison de contenu (CDN)

Akamai collabore avec plusieurs fournisseurs de CDN pour améliorer l'infrastructure mondiale de livraison de contenu.

Partenaire	Détails du partenariat	Année établie
Cloudflare	Accords de peering de réseau	2018
Rapidement	Services de réseau de bord complémentaires	2016

Fournisseurs de services cloud

Akamai maintient des partenariats stratégiques avec les principales plateformes cloud.

Fournisseur de cloud	Portée de l'intégration	Revenus de partenariat
Services Web Amazon	Intégration informatique de bord	127 millions de dollars en 2023
Microsoft Azure	Sécurité et optimisation des performances	98 millions de dollars en 2023
Google Cloud	Services d'accélération multi-cloud	86 millions de dollars en 2023

Sociétés de télécommunications

Akamai s'associe aux réseaux mondiaux de télécommunications.

• AT&T
• Verizon
• Deutsche Telekom
• Communications NTT

Entreprises de cybersécurité

Partenariats de technologie de sécurité stratégique.

Partenaire de cybersécurité	Focus de la collaboration	Valeur de la solution conjointe
Réseaux palo alto	Intégration de l'intelligence des menaces	45 millions de dollars en 2023
Cowsterrike	Coordination de sécurité des points finaux	37 millions de dollars en 2023

Fournisseurs de logiciels d'entreprise

Partenariats complets de l'écosystème des logiciels.

• Salesforce
• SÈVE
• Oracle
• Serviron

Akamai Technologies, Inc. (AKAM) - Modèle d'entreprise: activités clés

Livraison et accélération du contenu

Akamai exploite un réseau mondial de livraison de contenu (CDN) avec plus de 325 000 serveurs dans 135 pays. La société gère environ 30% du trafic Web mondial. Trafic Internet de pointe moyen géré: 167 tbps.

Métrique CDN	2024 données
Total des serveurs	325,000+
Les pays couverts	135
Le trafic Web mondial géré	30%
Trafic Internet de pointe	167 tbps

Cybersécurité et protection DDOS

Akamai atténue environ 125 milliards de cyberattaques par an. Les solutions de sécurité des entreprises protègent plus de 350 institutions financières mondiales.

• Améligations annuelles des cyberattaques: 125 milliards
• Institutions financières protégées: 350+
• Protection du pare-feu d'application Web: 2,3 billions d'attaques bloquées en 2023

Services d'optimisation du cloud

La plate-forme cloud prend en charge 1,3 billion d'interactions Internet par jour. L'optimisation du cloud d'entreprise dessert 87% des entreprises du Fortune 500.

Métrique du nuage	2024 données
Interactions quotidiennes sur Internet	1,3 billion
Fortune 500 Companies servies	87%

Surveillance et analyse des performances

La surveillance des performances en temps réel couvre 3,5 millions de sites Web dans le monde. La plate-forme d'analyse traite 500 pétaoctets de données mensuellement.

• Sites Web surveillées: 3,5 millions
• Traitement des données mensuelles: 500 pétaoctets

Solutions informatiques Edge

L'infrastructure informatique Edge s'étend sur plus de 4 000 emplacements de réseau. Prend en charge l'optimisation du réseau 5G pour 22 fournisseurs de télécommunications.

Métrique informatique de bord	2024 données
Emplacements de réseau	4,000+
Fournisseurs de télécommunications	22

Akamai Technologies, Inc. (AKAM) - Modèle commercial: Ressources clés

Infrastructure de réseau mondiale

Depuis 2024, Akamai exploite un Réseau de serveur de 325 000+ à travers 135+ pays. L'infrastructure de l'entreprise s'étend:

• Plus de 4 000 emplacements de réseau dans le monde
• 1 500+ systèmes autonomes connectés
• Plus de 1 600 fournisseurs de services Internet intégrés

Métrique d'infrastructure	Quantité
Emplacements du serveur total	325,000+
Les pays couverts	135+
Points de présence du réseau	4,000+

Plates-formes logicielles avancées

Les plates-formes logicielles d'Akamai incluent:

• Plate-forme de bord intelligente
• Suite de sécurité CloudFlare
• Solution d'accès aux applications d'entreprise

Propriété intellectuelle et brevets

Depuis 2024, Akamai tient 1 200+ brevets actifs dans la livraison de contenu, la cybersécurité et les technologies d'optimisation du réseau.

Expertise technique en ingénierie réseau

Akamai emploie 9 300+ professionnels techniques avec une expertise spécialisée dans:

• Architecture de réseau
• Cybersécurité
• Infrastructure cloud
• Optimisation de la livraison de contenu

Centres de données et serveurs de bord

Akamai maintient Emplacements du serveur de plus de 500 avantages Dans les centres de données mondiaux, avec une distribution stratégique pour minimiser la latence et maximiser les performances.

Métrique du centre de données	Quantité
Emplacements du serveur Total Edge	500+
Régions du centre de données mondiales	50+

Akamai Technologies, Inc. (AKAM) - Modèle d'entreprise: propositions de valeur

Performances de site Web et d'application plus rapides

Akamai livre 99,99% de disponibilité pour la livraison de contenu Web. La plate-forme intelligente de l'entreprise traite 2 billions Les demandes sur le Web quotidiennement Plus de 32 000 serveurs dans 135 pays.

Métrique de performance	Valeur
Serveurs de réseau mondial	325,000+
Demandes quotidiennes sur le Web	2 billions
Disponibilité du réseau	99.99%

Amélioration de la cybersécurité et de la protection des menaces

Akamai atténue 167 milliards cyber attaques chaque année, protégeant 1,3 billion de dollars en transactions de commerce électronique sur toutes les plateformes mondiales.

• DDOS Attaque la protection à jusqu'à 150 tbps
• Couvre-pare-feu d'application Web 90% + environnements d'entreprise
• Gestion de bot Protection Plus de 50 milliards de tentatives de connexion par jour

Latence réduite pour la livraison de contenu numérique

Akamai réduit la latence de livraison de contenu par jusqu'à 60%, service 30% du trafic Web mondial via sa plate-forme de bord.

Solutions de cloud et d'entreprise évolutives

Prise en charge des solutions d'entreprise 85% des entreprises du Fortune 500 avec 4,2 milliards de dollars dans les revenus annuels de sécurité du cloud et de performance.

Métrique d'entreprise	Valeur
Couverture Fortune 500	85%
Revenus cloud annuels	4,2 milliards de dollars

Amélioration de l'expérience utilisateur sur les plateformes numériques

Akamai accélère des expériences mobiles et Web pour 3,5 milliards Internet mondial, réduisant les temps de chargement de page par jusqu'à 50%.

• Accélération Web mobile pour 95% des réseaux mobiles mondiaux
• Optimisation de streaming vidéo atteignant 200 millions téléspectateurs simultanés

Akamai Technologies, Inc. (AKAM) - Modèle d'entreprise: relations avec les clients

Support technique et conseil

Akamai fournit un support technique 24/7 avec une équipe mondiale de plus de 2 500 professionnels techniques. La société propose Prise en charge au niveau de l'entreprise sur plusieurs canaux.

Canal de support	Temps de réponse	Couverture
Support téléphonique	Réponse initiale de 15 minutes	Global 24/7
Assistance par e-mail	Réponse initiale d'une heure	Mondial
Portail en ligne	Accès immédiat	Mondial

Portails en ligne en libre-service

Le portail client d'Akamai fournit:

• Surveillance des performances en temps réel
• Gestion de la configuration
• Tableau d'analyse détaillé
• Ressources de dépannage automatisées

Gestion de compte dédiée

Les clients d'entreprise reçoivent Gestion de compte personnalisée avec:

• Gestionnaires de comptes techniques attribués
• Avis sur les entreprises trimestrielles
• Optimisation de solution personnalisée

Optimisation continue des performances

Service d'optimisation	Fréquence	Impact
Réglage des performances	Mensuel	Jusqu'à 50% de livraison de contenu plus rapide
Routage de réseau	En temps réel	Garantie de disponibilité de 99,99%

Mises à jour de sécurité régulières et renseignements sur les menaces

Akamai fournit Surveillance continue de la cybersécurité avec:

• Mises à jour des correctifs de sécurité hebdomadaires
• Rapports de renseignement sur les menaces en temps réel
• Évaluations proactives de la vulnérabilité

En 2023, Akamai a géré plus de 350 000 points de terminaison des clients de l'entreprise et traité 2,3 billions de demandes Web par jour.

Akamai Technologies, Inc. (AKAM) - Modèle d'entreprise: canaux

Équipe de vente directe

Depuis le quatrième trimestre 2023, Akamai Technologies maintient une force de vente directe mondiale d'environ 1 800 professionnels de la vente. L'équipe commerciale cible les clients de niveau d'entreprise dans plusieurs secteurs, avec une valeur de contrat moyenne de 2,3 millions de dollars pour les clients d'entreprise.

Métrique du canal de vente	2023 données
Représentants des ventes totales	1,800
Valeur du contrat d'entreprise moyen	2,3 millions de dollars
Couverture géographique	38 pays

Site Web en ligne et plateformes numériques

Les canaux numériques d'Akamai génèrent environ 42% des prospects totaux de vente. Le site Web de l'entreprise reçoit 1,2 million de visiteurs uniques par mois, avec un taux de conversion de 3,7% pour les solutions d'entreprise.

• Site Web Visiteurs uniques mensuels: 1,2 million
• Génération de leads de vente numérique: 42%
• Taux de conversion du site Web: 3,7%

Réseaux de partenaires technologiques

Akamai collabore avec 127 partenaires technologiques stratégiques, y compris les fournisseurs de cloud et les sociétés de cybersécurité. Ces partenariats contribuent à 28% de la source de revenus totale de la société.

Métriques du réseau partenaire	2023 données
Partenaires stratégiques totaux	127
Revenus des canaux partenaires	28%
Catégories de partenaires clés	Cloud, cybersécurité, télécommunications

Conférences et événements de l'industrie

Akamai participe à 47 principales conférences de technologie par an, générant environ 56 millions de dollars d'opportunités de vente directes.

Ressources de marketing numérique et de contenu

La société investit 18,5 millions de dollars par an dans des campagnes de marketing numérique, produisant plus de 250 actifs de contenu, notamment des blancs, des webinaires et des ressources techniques.

Métriques du marketing numérique	2023 données
Investissement marketing annuel	18,5 millions de dollars
Actifs de contenu produits	250+
Places générés par le marketing	35% du total des pistes

Akamai Technologies, Inc. (AKAM) - Modèle d'entreprise: segments de clientèle

Entreprise

Akamai dessert 344 des sociétés Fortune 1000 à partir de 2023. Le segment de la clientèle d'entreprise représente 52% des revenus totaux d'Akamai, avec une valeur de contrat annuelle en moyenne de 1,2 million de dollars par client d'entreprise.

Métriques du segment d'entreprise	2023 données
Total des clients d'entreprise	344 entreprises du Fortune 1000
Contribution des revenus	52%
Valeur du contrat annuel moyen	1,2 million de dollars

Médias et sociétés de divertissement

Akamai prend en charge 80% des plateformes de streaming médiatique mondiale. Le segment des médias génère environ 35% du total des revenus de l'entreprise.

• Netflix utilise Akamai pour la livraison de contenu
• Disney + exploite le réseau mondial d'Akamai
• La vidéo Amazon Prime s'appuie sur l'infrastructure Akamai

Plates-formes de commerce électronique

Akamai dessert 62% des 100 meilleurs détaillants en ligne mondiaux, avec environ 275 millions de dollars de revenus annuels de ce segment.

Métriques du commerce électronique	2023 statistiques
Les meilleurs détaillants ont servi	62%
Revenus du segment	275 millions de dollars

Sociétés de jeu

Akamai prend en charge 70% des principales plateformes de jeu, générant environ 180 millions de dollars de revenus annuels de ce segment.

• Electronic Arts utilise une infrastructure Akamai
• Blizzard Entertainment exploite le réseau Akamai
• Microsoft Xbox s'appuie sur les services Akamai

Institutions gouvernementales et financières

Akamai dessert 45 des 50 principales institutions financières dans le monde, le gouvernement et le segment financier contribuant à 220 millions de dollars de revenus annuels.

Gouvernement / segment financier	2023 données
Les institutions financières servies	45 du top 50
Revenus du segment	220 millions de dollars

Akamai Technologies, Inc. (AKAM) - Modèle d'entreprise: Structure des coûts

Maintenance d'infrastructure réseau

Coûts de maintenance annuelle des infrastructures du réseau: 412,6 millions de dollars en 2022

Catégorie de coûts	Montant (2022)
Infrastructure de serveur	189,3 millions de dollars
Équipement réseau	137,5 millions de dollars
Frais de bande passante	85,8 millions de dollars

Investissements de recherche et développement

Dépenses de R&D: 474,3 millions de dollars en 2022

• Pourcentage de revenus alloués à la R&D: 17,2%
• Domaines d'intervention clés:
  • Sécurité du cloud
  • Informatique Edge
  • Optimisation de la livraison de contenu

Dépenses opérationnelles du centre de données

Coûts opérationnels du centre de données: 328,7 millions de dollars en 2022

Catégorie de dépenses	Montant (2022)
Puissance et refroidissement	124,5 millions de dollars
Entretien d'installation	87,3 millions de dollars
Dépréciation de l'équipement	116,9 millions de dollars

Salaires des employés et acquisition de talents

Total des dépenses liées au personnel: 1,02 milliard de dollars en 2022

• Compensation moyenne des employés: 145 000 $ par an
• Nombre total d'employés: 7 030
• Coûts de recrutement et de formation: 42,6 millions de dollars

Dépenses de marketing et de vente

Total des coûts de marketing et de vente: 386,5 millions de dollars en 2022

Catégorie de dépenses de marketing	Montant (2022)
Compensation de l'équipe de vente	218,3 millions de dollars
Publicité et promotion	98,7 millions de dollars
Technologie marketing	69,5 millions de dollars

Akamai Technologies, Inc. (AKAM) - Modèle d'entreprise: Strots de revenus

Frais de service basés sur l'abonnement

Pour l'exercice 2023, Akamai a déclaré un chiffre d'affaires total de 2,28 milliards de dollars. Les frais de service basés sur l'abonnement représentaient environ 85% du total des revenus, soit 1,94 milliard de dollars.

Catégorie de service	Revenus annuels	Pourcentage du total des revenus
Solutions de performance Web	872 millions de dollars	38.2%
Solutions de sécurité	656 millions de dollars	28.7%
Services de calcul Edge	412 millions de dollars	18.1%

Packages de solutions de performance et de sécurité

Les packages de solutions de performances et de sécurité d'Akamai ont généré 1,528 milliard de dollars de revenus combinés pour 2023.

• Protecteur des menaces d'entreprise: 187 millions de dollars
• Gestionnaire de bot: 142 millions de dollars
• Pare-feu d'application Web: 215 millions de dollars

Services d'optimisation du cloud

Les services d'optimisation du cloud ont contribué 412 millions de dollars aux revenus d'Akamai en 2023.

Type de service cloud	Revenus annuels
Connexion multi-cloud	156 millions de dollars
Plate-forme de calcul Edge	256 millions de dollars

Revenus de contrat au niveau de l'entreprise

Les contrats d'entreprise représentaient 672 millions de dollars du chiffre d'affaires total d'Akamai en 2023.

• Valeur du contrat moyen: 1,2 million de dollars
• Nombre de contrats d'entreprise: 560
• Taux de renouvellement: 93%

Services de conseil et de mise en œuvre professionnels

Les services professionnels ont généré 98 millions de dollars de revenus pour 2023.

Type de service	Revenus annuels
Conseil d'implémentation	62 millions de dollars
Services de support technique	36 millions de dollars

Akamai Technologies, Inc. (AKAM) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Akamai Technologies, Inc. over other options, especially as the cloud landscape gets more complex. Here's the breakdown of what they are delivering right now, based on late 2025 figures.

Unparalleled scale and performance for content delivery and web applications.

Akamai Technologies, Inc. maintains a massive global footprint, which is key to its performance claims. The Akamai Connected Cloud utilizes a network of over 4,200 edge Points of Presence (PoPs) and connects to over 1,200 networks across more than 130 countries. This scale supports the delivery of services that saw Q3 2025 revenue reach $1.055 billion. While the traditional Delivery revenue was $306 million in Q3 2025, down 4% year-over-year, the underlying platform capability remains central to the value proposition.

The performance advantage is quantified by past internal initiatives, where Akamai reduced its data pipeline latency by 80% by adopting its distributed cloud model.

Comprehensive defense-in-depth cybersecurity solutions from core to edge.

Cybersecurity is a primary driver for Akamai Technologies, Inc., with the Security segment generating $568 million in revenue for the third quarter of 2025, marking an 11% year-over-year increase. In Q1 2025, the security segment accounted for roughly 52% of total revenue, growing 8% year-over-year. By Q3 2025, security products and services generated 54% of the income. The company is seeing strong momentum as enterprises invest heavily in securing applications and web infrastructure.

Affordable, developer-friendly cloud compute with ultra-low latency.

The shift to edge compute is showing up in the financials. Cloud Computing revenue hit $180 million in Q3 2025, an 8% year-over-year increase. Cloud Infrastructure Services revenue was even stronger, reaching $81 million, up 39% year-over-year in Q3 2025. This growth supports the narrative that distributed computing offers greater efficiency and responsiveness compared to centralized models. The overall non-GAAP operating margin for Q3 2025 stood at 31%, up 2 percentage points from the prior year, suggesting improved profitability alongside compute growth.

Enabling AI inference at the edge for real-time sensing and action.

Akamai Technologies, Inc. is actively monetizing its edge for Artificial Intelligence (AI) workloads with the late 2025 launch of Akamai Inference Cloud, which runs on a network of over 4,200 locations, initially targeting 20 sites for deployment. The company reports a surge in demand for this platform, which moves AI inference from core data centers to the edge.

Current use cases demonstrating real-time action include:

• Transcoding 8K multi-camera feeds in real-time.
• Delivering live video intelligence for sports production.
• Enabling context-aware chatbots for a major gaming company.
• Personalizing product recommendations for global retailers.

Significant cost savings for customers migrating from hyperscalers.

The value proposition here is demonstrated by Akamai Technologies, Inc.'s ability to secure large commitments by offering an alternative to hyperscalers. The company announced a new multi-year contract with one of the world's largest technology companies for over $100 million of its cloud computing services. Furthermore, Akamai's internal success with Project Cirrus, which migrated third-party cloud workloads to its platform, resulted in a 40% reduction in its own public cloud costs in one year, with an expected 70% overall savings by the end of 2024. This internal result serves as a concrete example of the potential cost optimization for migrating customers.

You can see the financial health underpinning these investments:

Metric	Value (Q3 2025)	Context/Comparison
Total Revenue	$1.055 billion	Up 5% year-over-year
Security Revenue	$568 million	Up 10% year-over-year
Cloud Computing Revenue	$180 million	Up 8% year-over-year
Non-GAAP Operating Margin	31%	Up 2 percentage points from Q3 2024
Cash from Operations	$442 million	Represents 42% of revenue

Finance: draft 13-week cash view by Friday.

Akamai Technologies, Inc. (AKAM) - Canvas Business Model: Customer Relationships

You're looking at how Akamai Technologies, Inc. manages its interactions with its diverse customer base, which ranges from the world's largest enterprises to individual developers building on its cloud platform. It's not a one-size-fits-all approach; it's segmented by the complexity of the need and the service being sold.

Dedicated enterprise account management for large, complex contracts

For your largest, most complex security and cloud migration deals, Akamai Technologies, Inc. relies on a high-touch, dedicated enterprise account management structure. This is where the relationship is deeply embedded, focusing on long-term partnership rather than transactional sales. The trust built here is evident in the recognition Akamai receives; for instance, it was named a Customer Favorite in The Forrester Wave for Zero Trust Platforms in Q3 2025. Reference customers specifically laud Akamai Technologies, Inc.'s willingness to accommodate feedback and act as a trusted partner in their Zero Trust journey. This high-touch model directly supports the Security segment, which saw revenue increase by 8% year-over-year in Q1 2025, reaching $531 million.

Self-service and developer-focused support for cloud compute customers

When you look at the cloud compute side, especially for developers adopting the distributed architecture, the relationship shifts toward enablement and self-service tools. This is crucial as the company aims to grow its Compute segment into a $1 billion business by 2027. The growth in this area has been substantial; the Compute segment revenue increased by 14% year-over-year in Q1 2025, hitting $165 million. This indicates strong adoption, likely driven by accessible, developer-friendly platforms and support structures that allow for quick deployment without always requiring deep consultative engagement for initial setup. For context, in the prior quarter (Q4 2024), the Compute segment had seen a 24% year-over-year revenue increase to $167 million.

Partner-driven engagement model via the new Akamai Partner Connect

Akamai Technologies, Inc. formalized its partner-centric approach with the global launch of Akamai Partner Connect in Q3 2025. This is a significant move to simplify engagement by consolidating resellers, distributors, service providers, TSDs, and referral partners into a single global framework. The structure features localized tiering, meaning qualification criteria are decentralized to better reflect market-specific conditions, giving regional teams more control. This program is designed to create new revenue streams for partners through integration and consulting services tied to Akamai Technologies, Inc.'s strategic products. Local Akamai partners include entities like AT&T Business, IBM Services, Telstra, and Fujitsu. The company anticipates its channel ecosystem to expand further over the next three years under this new structure.

Here's a quick look at the structure of the unified partner engagement:

Partner Type Consolidated	Key Program Feature	Engagement Goal
Resellers	Volume-based discounts	Boost channel sales performance
Distributors	Streamlined access to tools and support	Simplify engagement models
Service Providers	Incentives aligned with strategic solution areas	Drive customer outcomes and growth
Technology Service Distributors (TSDs)	Localized tiering replacing global-level tiering	Reflect market maturity and reward performance regionally
Referral Partners	Enhanced rebates on strategic products	Create a win-win model

Consultative sales for security and cloud migration services

For its core security and cloud migration offerings, the relationship model leans heavily on consultative expertise. Forrester noted that Akamai Technologies, Inc.'s supporting services are comprehensive, including full consultative services through to implementation and threat hunting services to support customers well after deployment. This consultative layer is essential for complex security deployments, which is reflected in the segment's performance. The Security segment, which accounted for roughly 52% of total revenue in Q1 2025, grew 8% to $531 million in that quarter. Furthermore, the combined Security and Cloud Computing segments accounted for 69% of total revenue in Q1 2025. Customer satisfaction metrics support this service quality; for Cloud WAAP, 99% of customers stated they would recommend the solution (based on 133 reviews as of July 2025).

You can see the financial weight of these customer-facing segments:

• Security Segment Revenue (Q1 2025): $531 million
• Cloud Computing Segment Revenue (Q1 2025): $165 million
• Combined Security and Compute Revenue Share (Q1 2025): 69%
• Cloud Computing Segment YoY Growth (Q1 2025): 14%
• Customer Willingness to Recommend (Cloud WAAP, July 2025): 99%

Finance: draft 13-week cash view by Friday.

Akamai Technologies, Inc. (AKAM) - Canvas Business Model: Channels

You're looking at how Akamai Technologies, Inc. gets its solutions-security, cloud compute, and delivery-into the hands of customers. It's a multi-pronged approach, moving beyond just the traditional CDN model.

Direct sales force targeting global Fortune 500 and large enterprises

The direct sales effort is clearly aimed at the top tier of the market. We know that in 2025, the Fortune 500 companies collectively generated $19.91 trillion in revenue and employed about 30.8 million people globally. So, targeting this group is where the largest potential contract values lie. Akamai Technologies, Inc. counts major entities like Adobe ADBE, eBay EBAY, and Electronic Arts EA among its customers, alongside government entities such as the U.S. Defense and Labor departments. The company's focus on enterprise security is validated by being named a Customer Favorite in The Forrester Wave: Zero Trust Platforms, Q3 2025 report. This suggests strong direct engagement in high-value security sales cycles.

Unified global partner program (Akamai Partner Connect) for resale and distribution

The partner channel is a significant engine, especially for security sales. Akamai Partner Connect, which launched globally in Q3 2025, is the single framework consolidating all partner types. Here's the breakdown of channel impact reported around that time:

Channel Metric	Data Point	Context/Timeframe
New Security Business via Resellers/VARs	70%	Flowing through resellers and VARs
Distribution Channel Growth	56%	Year-over-year growth
GSI Channel Growth	34%	Year-over-year growth
Partner Program Launch Quarter	Q3 2025	Global launch date

This program is designed to give partners a clearer path to revenue, especially tying rewards to strategic products. It's defintely a move to simplify engagement while focusing partner effort where Akamai Technologies, Inc. sees the most growth.

Online portal and APIs for self-service cloud compute consumption

The self-service and API-driven consumption model is tied directly to the Cloud Infrastructure Services (CIS) growth. You can see the acceleration here:

• Cloud Infrastructure Services revenue hit $81 million in Q3 2025.
• This represented a 39% year-over-year growth rate for that specific service in Q3 2025.
• Overall Cloud Computing revenue was $180 million in Q3 2025, up 8% year-over-year.
• Akamai Technologies, Inc. holds approximately 1% market share in the overall cloud arena as of late 2025.

To power this, the new Akamai Inference Cloud deployed Nvidia's Blackwell 6000 GPUs in 17 cities initially, leveraging a network that already spans over 4,300 points of presence in more than 700 cities globally.

Strategic alliances and ISV program for co-selling integrated solutions

The unified partner program explicitly opens the door for Independent Software Vendors (ISVs) to join the ecosystem as Akamai Technologies, Inc. evolves its cloud partner strategy. Partners can generate new revenue streams through integration and consulting services tied to strategic products, like API security. The structure is set up to support partners who build services on top of Akamai Technologies, Inc.'s platform, which is key for co-selling integrated security and compute solutions.

Akamai Technologies, Inc. (AKAM) - Canvas Business Model: Customer Segments

You're looking at the customer base for Akamai Technologies, Inc. (AKAM) as of late 2025. The focus has clearly shifted toward high-growth security and cloud infrastructure services, though the legacy delivery segment still serves a massive user base.

The customer segments are diverse, ranging from the largest global entities needing top-tier security to developers seeking edge cloud infrastructure. Here's how the numbers break down based on recent performance data.

Global enterprises requiring high-performance content delivery still form a foundational part of the business, even as the traditional delivery revenue stream faces pressure. As of Q3 2025, the Delivery revenue was $306 million. To give you a sense of scale, as of 2025, over 37,302 companies globally utilize Akamai as a CDN tool.

For large organizations with critical cybersecurity and compliance needs, the momentum is strong. Security revenue in Q3 2025 hit $568 million, representing a 10% year-over-year increase. The expected combined Annual Recurring Revenue (ARR) of their Zero Trust enterprise and API security solutions is projected to increase by 30% to 35% year-over-year in constant currency for the full year 2025.

Developers and mid-market companies are targeted through the distributed cloud IaaS offerings, which saw Cloud Infrastructure Services revenue reach $81 million in Q3 2025, a 39% year-over-year jump. This segment benefits from the strategy of bringing cloud capabilities closer to where data is generated.

Media, gaming, and e-commerce companies are key consumers of Akamai Technologies, Inc.'s services, demanding low-latency performance. Customers in these high-traffic sectors include Electronic Arts, eBay, and Adobe. The Cloud Computing revenue stream, which supports these workloads, was $180 million in Q3 2025.

The pursuit of strategic technology platforms with significant, multi-year commitments is a clear focus area for the high-growth cloud segment. We know of at least one strategic cloud agreement where the customer committed to spending over $100 million on Akamai Technologies, Inc.'s cloud infrastructure services over the multi-year term.

Here's a look at the revenue contribution by solution for the third quarter of 2025, which illustrates the current customer spend profile:

Revenue Segment	Q3 2025 Revenue Amount	Year-over-Year Growth (Q3 2025)
Security Revenue	$568 million	10%
Delivery Revenue	$306 million	-4%
Cloud Computing Revenue (Total)	$180 million	8%
Cloud Infrastructure Services (Part of Cloud Computing)	$81 million	39%

The company's overall financial expectation for the full year 2025 revenue is between $4.178 billion and $4.198 billion.

You can see the customer base is segmented by need, which is reflected in the revenue mix:

• Global Enterprises: Core CDN services still active.
• Large Organizations: Heavy investment in Security solutions.
• Developers/Mid-Market: Driving 39% growth in Cloud Infrastructure Services.
• High-Traffic Industries: Supported by the $180 million Cloud Computing segment.
• Strategic Platforms: Secured deals exceeding $100 million commitment.

Finance: draft 13-week cash view by Friday.

Akamai Technologies, Inc. (AKAM) - Canvas Business Model: Cost Structure

You're looking at the major outlays for Akamai Technologies, Inc. as of late 2025. These are the big buckets where the cash goes to keep the global network running and the innovation engine firing.

The most direct measure of the cost to deliver services is the Cost of Revenue, which reflects the heavy lift of running a massive global infrastructure. For the third quarter ending September 30, 2025, Cost of Revenue was reported at $429.5 million. This number is key because it directly relates to the network build-out and maintenance costs you mentioned.

Beyond the direct costs, operating expenses are substantial, especially in human capital and future-proofing the platform. Payroll, covering the engineers building out security and cloud capabilities, is a major driver. For instance, Research and Development expenses in Q3 2025 alone were $124.7 million. Employee-related costs, which include stock-based compensation, saw a significant rise in that same quarter.

Depreciation and amortization represent the non-cash cost of owning and maintaining that vast network equipment and the technology acquired over the years. For the full year 2024, the combined depreciation and amortization expense was $556.0 million. Looking at a more recent quarter, Q1 2025 saw $174,022 thousand in total depreciation and amortization.

Sales, General, and Administrative (SG&A) costs cover the global sales force, marketing efforts, and general corporate overhead. For the twelve months ending September 30, 2025, Akamai Technologies' SG&A expenses totaled $1.206B. It's defintely a significant cost center to support the global go-to-market strategy.

Here's a quick look at some of those operating expenses broken down by quarter to show the scale:

Expense Category (in thousands)	Q1 2025	Q1 2024
Research and Development	$123,549	$116,932
Sales and Marketing	$134,131	$134,570
General and Administrative	$155,933	$152,430
Amortization of acquired intangible assets	$27,637	$21,023

Finally, capital allocation decisions, like returning cash to shareholders, also factor into the overall financial structure. Akamai Technologies spent $800 million in the first nine months of 2025 to repurchase shares. This buyback activity was front-loaded, with $500 million spent in the first quarter alone, acquiring 6.2 million shares at an average price of $81.19. The second quarter saw an additional $300 million spent to buy back 3.9 million shares.

You can see the cost structure relies on a few major pillars:

• High fixed/variable network costs reflected in Cost of Revenue, like the $429.5 million in Q3 2025.
• Heavy investment in R&D, hitting $124.7 million in Q3 2025.
• Significant non-cash charges from asset amortization, like the $556.0 million for the full year 2024.
• Over $1.2 billion annualized spend on SG&A as of September 30, 2025.
• Active capital deployment via share repurchases, totaling $800 million through the first nine months of 2025.

Finance: draft 13-week cash view by Friday.

Akamai Technologies, Inc. (AKAM) - Canvas Business Model: Revenue Streams

You're looking at how Akamai Technologies, Inc. actually brings in the money as of late 2025. Honestly, the story isn't just about the old content delivery network (CDN) anymore; it's a clear pivot to security and cloud compute. Here's the quick math on the most recent reported segment performance from Q3 2025.

The largest piece of the revenue pie comes from security services, which is where the growth story is centered right now. Delivery revenue, which is the traditional CDN business, is still a significant chunk, but it's seeing some headwinds, maybe due to pricing pressures we've seen in the market. Cloud Computing, which includes the Linode acquisition, is showing strong acceleration, especially the Cloud Infrastructure Services component. If onboarding takes 14+ days for new cloud clients, churn risk rises, so speed here is defintely key.

Here is a breakdown of the key revenue components for Akamai Technologies, Inc. for the third quarter of 2025:

Revenue Segment	Q3 2025 Amount	Year-over-Year Growth (Reported)
Total Revenue	$1.055 billion	5%
Security revenue	$568 million	10%
Delivery revenue (Traditional CDN)	$306 million	-4%
Cloud Computing revenue	$180 million	8%
Cloud Infrastructure Services (Component of Cloud)	$81 million	39%

The way Akamai structures these revenue streams reflects its strategic shift. It's not just one-off sales; it's about embedding services into long-term customer relationships. This is how they aim to build more reliable, recurring revenue streams.

The core mechanisms driving these dollar amounts are:

• Subscription-based contracts for security and delivery services.
• Usage-based fees for cloud compute and content delivery traffic.
• Upselling existing delivery customers to security products.
• New consumption models for the Akamai Inference Cloud.

To be fair, the growth in Cloud Infrastructure Services at 39% year-over-year in Q3 2025 shows where the future investment focus is translating into dollars. This segment, which provides computing power at the network edge, is a major driver for new revenue recognition alongside the established security offerings.

Finance: draft 13-week cash view by Friday.