Akamai Technologies, Inc. (Akam): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário digital em rápida evolução, a Akamai Technologies emergiu como uma força transformadora, revolucionando como as empresas fornecem conteúdo, são redes seguras e otimizam o desempenho nas plataformas globais. Ao tecer engenhosamente uma rede complexa de soluções tecnológicas, a Akamai criou um modelo de negócios que transcende redes tradicionais de entrega de conteúdo, oferecendo às empresas um conjunto abrangente de serviços que aceleram experiências digitais, fortificam a segurança cibernética e impulsionam a eficiência operacional. Essa exploração do modelo de negócios da Akamai Canvas revela o projeto estratégico por trás de sua abordagem inovadora para resolver desafios críticos no mundo hiper-conectado de hoje.

Akamai Technologies, Inc. (Akam) - Modelo de negócios: Parcerias -chave

Provedores de rede de entrega de conteúdo (CDN)

A Akamai colabora com vários provedores de CDN para aprimorar a infraestrutura global de entrega de conteúdo.

Parceiro	Detalhes da parceria	Ano estabelecido
Cloudflare	Acordos de peering de rede	2018
Rapidamente	Serviços de rede de borda complementares	2016

Provedores de serviços em nuvem

A Akamai mantém parcerias estratégicas com as principais plataformas em nuvem.

Provedor de nuvem	Escopo de integração	Receita de parceria
Amazon Web Services	Integração da computação de borda	US $ 127 milhões em 2023
Microsoft Azure	Segurança e otimização de desempenho	US $ 98 milhões em 2023
Google Cloud	Serviços de aceleração de várias nuvens	US $ 86 milhões em 2023

Empresas de telecomunicações

A Akamai faz parceria com redes globais de telecomunicações.

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

Empresas de segurança cibernética

Parcerias de tecnologia de segurança estratégica.

Parceiro de segurança cibernética	Foco de colaboração	Valor da solução articular
Redes Palo Alto	Integração de inteligência de ameaças	US $ 45 milhões em 2023
Crowdstrike	Coordenação de segurança do endpoint	US $ 37 milhões em 2023

Fornecedores de software corporativo

Parcerias de ecossistemas de software abrangentes.

• Salesforce
• SEIVA
• Oráculo
• ServiceNow

Akamai Technologies, Inc. (Akam) - Modelo de negócios: Atividades -chave

Entrega de conteúdo e aceleração

A Akamai opera uma rede global de entrega de conteúdo (CDN) com mais de 325.000 servidores em 135 países. A empresa lida com aproximadamente 30% do tráfego global da Web. Pico médio de tráfego da Internet gerenciado: 167 TBPS.

Métrica de CDN	2024 dados
Total de servidores	325,000+
Países cobertos	135
Tráfego da Web global gerenciado	30%
Pico do tráfego da Internet	167 Tbps

Proteção de segurança cibernética e DDoS

Akamai mitiga aproximadamente 125 bilhões de ataques cibernéticos anualmente. As soluções de segurança corporativa protegem mais de 350 instituições financeiras globais.

• Mitigações anuais de ataque cibernético: 125 bilhões
• Instituições financeiras protegidas: 350+
• Aplicativo da Web Proteção de firewall: 2,3 trilhões de ataques bloqueados em 2023

Serviços de otimização em nuvem

A plataforma em nuvem suporta 1,3 trilhão de interações na Internet diariamente. A otimização da nuvem corporativa atende a 87% das empresas da Fortune 500.

Métrica em nuvem	2024 dados
Interações diárias da Internet	1,3 trilhão
Fortune 500 Empresas servidas	87%

Monitoramento e análise de desempenho

O monitoramento de desempenho em tempo real cobre 3,5 milhões de sites globalmente. A plataforma de análise processa 500 petabytes de dados mensalmente.

• Sites monitorados: 3,5 milhões
• Processamento de dados mensais: 500 petabytes

Soluções de computação de borda

A infraestrutura de computação de borda abrange mais de 4.000 locais de rede. Suporta a otimização de rede 5G para 22 provedores de telecomunicações.

Métrica de computação de borda	2024 dados
Locais de rede	4,000+
Provedores de telecomunicações	22

Akamai Technologies, Inc. (Akam) - Modelo de negócios: Recursos -chave

Infraestrutura de rede global

A partir de 2024, akamai opera um 325.000 mais de rede de servidores entre Mais de 135 países. A infraestrutura da empresa se abrange:

• Mais de 4.000 locais de rede em todo o mundo
• 1.500+ sistemas autônomos conectados
• Mais de 1.600 provedores de serviços de Internet integrados

Métrica de infraestrutura	Quantidade
Locais totais do servidor	325,000+
Países cobertos	135+
Pontos de presença de rede	4,000+

Plataformas avançadas de software

As plataformas de software da Akamai incluem:

• Plataforma de borda inteligente
• Suíte de segurança Cloudflare
• Solução de acesso de aplicativos corporativos

Propriedade intelectual e patentes

A partir de 2024, Akamai segura 1.200+ patentes ativas nas tecnologias de entrega de conteúdo, segurança cibernética e otimização de rede.

Experiência técnica em engenharia de rede

Akamai emprega 9.300 mais de profissionais técnicos com experiência especializada em:

• Arquitetura de rede
• Segurança cibernética
• Infraestrutura em nuvem
• Otimização de entrega de conteúdo

Data centers e servidores de borda

Akamai sustenta 500+ locais de servidores de borda entre os data centers globais, com distribuição estratégica para minimizar a latência e maximizar o desempenho.

Métrica de data center	Quantidade
Locais totais do servidor de borda	500+
Regiões globais de data center	50+

Akamai Technologies, Inc. (Akam) - Modelo de Negócios: Proposições de Valor

Desempenho de site e aplicativo mais rápido

Akamai entrega 99,99% de disponibilidade Para entrega de conteúdo da Web. A plataforma inteligente da empresa processa 2 trilhões solicitações da web diariamente 325.000 mais de servidores em 135 países.

Métrica de desempenho	Valor
Servidores de rede globais	325,000+
Solicitações diárias da Web	2 trilhões
Disponibilidade de rede	99.99%

Ensinada segurança cibernética e proteção de ameaças

Akamai mitiga 167 bilhões Cyber ​​Attacks anualmente, protegendo US $ 1,3 trilhão em transações de comércio eletrônico nas plataformas globais.

• Proteção de ataque de DDOs em até 150 Tbps
• Aplicativo Web Firewall Coberting 90%+ ambientes corporativos
• Proteção ao gerenciamento de bot Mais de 50 bilhões de tentativas diárias de login

Latência reduzida para entrega de conteúdo digital

Akamai reduz a latência de entrega de conteúdo por até 60%, servindo 30% do tráfego global da Web através de sua plataforma Edge.

Soluções escaláveis ​​em nuvem e empresa

Suporte de soluções corporativas 85% da fortuna 500 empresas com US $ 4,2 bilhões nas receitas anuais de segurança em nuvem e desempenho.

Métrica corporativa	Valor
Cobertura da Fortune 500	85%
Receita anual em nuvem	US $ 4,2 bilhões

Experiência de usuário aprimorada em plataformas digitais

Akamai acelera experiências móveis e web para 3,5 bilhões Usuários globais da Internet, reduzindo os tempos de carregamento da página por até 50%.

• Aceleração da web móvel para 95% de redes móveis globais
• Otimização de streaming de vídeo Alcance 200 milhões espectadores simultâneos

Akamai Technologies, Inc. (Akam) - Modelo de Negócios: Relacionamentos do Cliente

Suporte técnico e consultoria

A Akamai fornece suporte técnico 24/7 com uma equipe global de mais de 2.500 profissionais técnicos. A empresa oferece Suporte no nível da empresa em vários canais.

Canal de suporte	Tempo de resposta	Cobertura
Suporte telefônico	Resposta inicial de 15 minutos	Global 24/7
Suporte por e -mail	Resposta inicial de 1 hora	Global
Portal online	Acesso imediato	Global

Portais online de autoatendimento

O portal de clientes da Akamai fornece:

• Monitoramento de desempenho em tempo real
• Gerenciamento de configuração
• Painel de análise detalhado
• Recursos automatizados de solução de problemas

Gerenciamento de conta dedicado

Os clientes da empresa recebem Gerenciamento de contas personalizado com:

• Gerentes de contas técnicas atribuídas
• Revisões de negócios trimestrais
• Otimização de solução personalizada

Otimização contínua de desempenho

Serviço de otimização	Freqüência	Impacto
Ajuste de desempenho	Mensal	Até 50% de entrega de conteúdo mais rápida
Roteamento de rede	Em tempo real	99,99% Garantia de tempo de atividade

Atualizações regulares de segurança e inteligência de ameaças

Akamai fornece Monitoramento contínuo de segurança cibernética com:

• Atualizações semanais de patches de segurança
• Relatórios de inteligência de ameaças em tempo real
• Avaliações proativas de vulnerabilidade

Em 2023, a Akamai administrou mais de 350.000 pontos de extremidade do cliente corporativo e processou 2,3 ​​trilhões de solicitações diárias da Web.

Akamai Technologies, Inc. (Akam) - Modelo de Negócios: Canais

Equipe de vendas diretas

A partir do quarto trimestre de 2023, a Akamai Technologies mantém uma força de vendas direta global de aproximadamente 1.800 profissionais de vendas. A equipe de vendas tem como alvo clientes de nível corporativo em vários setores, com um valor médio de contrato de US $ 2,3 milhões para clientes corporativos.

Métrica do canal de vendas	2023 dados
Total de representantes de vendas	1,800
Valor médio do contrato corporativo	US $ 2,3 milhões
Cobertura geográfica	38 países

Site online e plataformas digitais

Os canais digitais da Akamai geram aproximadamente 42% do total de leads de vendas. O site da empresa recebe 1,2 milhão de visitantes únicos mensalmente, com uma taxa de conversão de 3,7% para soluções corporativas.

• Site mensal visitantes únicos: 1,2 milhão
• Geração de lead de vendas digital: 42%
• Taxa de conversão do site: 3,7%

Redes de parceiros de tecnologia

A Akamai colabora com 127 parceiros de tecnologia estratégica, incluindo provedores de nuvem e empresas de segurança cibernética. Essas parcerias contribuem para 28% do fluxo total de receita da empresa.

Métricas de rede de parceiros	2023 dados
Total de parceiros estratégicos	127
Receita de canais de parceiros	28%
Categorias de parceiros -chave	Nuvem, segurança cibernética, telecomunicações

Conferências e eventos do setor

A Akamai participa de 47 principais conferências de tecnologia anualmente, gerando aproximadamente US $ 56 milhões em oportunidades de vendas diretas.

Recursos de marketing digital e conteúdo

A empresa investe US $ 18,5 milhões anualmente em campanhas de marketing digital, produzindo mais de 250 ativos de conteúdo, incluindo whitepapers, webinars e recursos técnicos.

Métricas de marketing digital	2023 dados
Investimento anual de marketing	US $ 18,5 milhões
Ativos de conteúdo produzidos	250+
Leads gerados por marketing	35% do total de leads

Akamai Technologies, Inc. (Akam) - Modelo de negócios: segmentos de clientes

Empresas corporativas

A Akamai atende 344 das empresas da Fortune 1000 a partir de 2023. O segmento de clientes corporativos representa 52% da receita total da Akamai, com um valor anual de contrato com média de US $ 1,2 milhão por cliente da empresa.

Métricas do segmento corporativo	2023 dados
Total de clientes corporativos	344 empresas da Fortune 1000
Contribuição da receita	52%
Valor médio anual do contrato	US $ 1,2 milhão

Empresas de mídia e entretenimento

A Akamai suporta 80% das plataformas globais de streaming de mídia. O segmento de mídia gera aproximadamente 35% da receita total da empresa.

• Netflix usa akamai para entrega de conteúdo
• Disney+ aproveita a rede global de Akamai
• Amazon Prime Video depende da infraestrutura Akamai

Plataformas de comércio eletrônico

A Akamai atende a 62% dos 100 principais varejistas on -line globais, com cerca de US $ 275 milhões em receita anual a partir deste segmento.

Métricas de comércio eletrônico	2023 Estatísticas
Os principais varejistas serviram	62%
Receita de segmento	US $ 275 milhões

Empresas de jogos

A Akamai suporta 70% das principais plataformas de jogos, gerando aproximadamente US $ 180 milhões em receita anual a partir deste segmento.

• Artes eletrônicas usa infraestrutura akamai
• A Blizzard Entertainment aproveita a rede Akamai
• Microsoft Xbox depende de serviços da Akamai

Instituições governamentais e financeiras

A Akamai atende 45 das 50 principais instituições financeiras em todo o mundo, com o segmento governamental e financeiro contribuindo com US $ 220 milhões em receita anual.

Segmento governamental/financeiro	2023 dados
Instituições financeiras atendidas	45 dos 50 melhores
Receita de segmento	US $ 220 milhões

Akamai Technologies, Inc. (Akam) - Modelo de negócios: estrutura de custos

Manutenção de infraestrutura de rede

Custos anuais de manutenção de infraestrutura de rede: US $ 412,6 milhões em 2022

Categoria de custo	Valor (2022)
Infraestrutura do servidor	US $ 189,3 milhões
Equipamento de rede	US $ 137,5 milhões
Despesas de largura de banda	US $ 85,8 milhões

Investimentos de pesquisa e desenvolvimento

Despesas de P&D: US $ 474,3 milhões em 2022

• Porcentagem de receita alocada para P&D: 17,2%
• Principais áreas de foco:
  • Segurança da nuvem
  • Computação de borda
  • Otimização de entrega de conteúdo

Despesas operacionais de data center

Custos operacionais totais de data center: US $ 328,7 milhões em 2022

Categoria de despesa	Valor (2022)
Poder e resfriamento	US $ 124,5 milhões
Manutenção da instalação	US $ 87,3 milhões
Depreciação do equipamento	US $ 116,9 milhões

Salários de funcionários e aquisição de talentos

Total de despesas relacionadas ao pessoal: US $ 1,02 bilhão em 2022

• Compensação média dos funcionários: US $ 145.000 por ano
• Número total de funcionários: 7.030
• Custos de recrutamento e treinamento: US $ 42,6 milhões

Despesas de marketing e vendas

Custos totais de marketing e vendas: US $ 386,5 milhões em 2022

Categoria de despesa de marketing	Valor (2022)
Compensação da equipe de vendas	US $ 218,3 milhões
Publicidade e promoção	US $ 98,7 milhões
Tecnologia de marketing	US $ 69,5 milhões

Akamai Technologies, Inc. (AKAM) - Modelo de negócios: fluxos de receita

Taxas de serviço baseadas em assinatura

Para o ano fiscal de 2023, a Akamai registrou receita total de US $ 2,28 bilhões. As taxas de serviço baseadas em assinatura representaram aproximadamente 85% da receita total, totalizando US $ 1,94 bilhão.

Categoria de serviço	Receita anual	Porcentagem da receita total
Soluções de desempenho da web	US $ 872 milhões	38.2%
Soluções de segurança	US $ 656 milhões	28.7%
Serviços de computação de borda	US $ 412 milhões	18.1%

Pacotes de solução de desempenho e segurança

Os pacotes de soluções de desempenho e segurança da Akamai geraram US $ 1,528 bilhão em receita combinada para 2023.

• Protetor de ameaça corporativo: US $ 187 milhões
• Gerente de bot: US $ 142 milhões
• Aplicativo da Web firewall: US $ 215 milhões

Serviços de otimização em nuvem

Os serviços de otimização em nuvem contribuíram com US $ 412 milhões para a receita da Akamai em 2023.

Tipo de serviço em nuvem	Receita anual
Connect de várias nuvens	US $ 156 milhões
Plataforma de computação de borda	US $ 256 milhões

Receitas de contrato no nível da empresa

Os contratos corporativos representaram US $ 672 milhões da receita total da Akamai em 2023.

• Valor médio do contrato: US $ 1,2 milhão
• Número de contratos corporativos: 560
• Taxa de renovação: 93%

Serviços de consultoria e implementação profissionais

Os serviços profissionais geraram US $ 98 milhões em receita para 2023.

Tipo de serviço	Receita anual
Consultoria de implementação	US $ 62 milhões
Serviços de suporte técnico	US $ 36 milhões

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.