Company facts
- Industry
- Services-Business Services, NEC
- Headquarters
- Cambridge, Massachusetts
- Most recent report
- 8-K, filed Nov 9, 2026
- Incorporated
- Delaware
- Filings on record
- 1,001+ filings
- On EDGAR
- CIK 1086222
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 29
News 8 of 79
Prospectuses and Registrations 8
- S-8 POS Post-effective amendment to an employee plan registration Jun 17, 2026
- S-8 Registration statement for an employee plan May 13, 2026
- S-8 Registration statement for an employee plan Aug 8, 2025
- S-8 Registration statement for an employee plan Aug 8, 2024
- S-8 Registration statement for an employee plan Aug 8, 2023
- S-8 Registration statement for an employee plan Aug 9, 2022
- S-8 Registration statement for an employee plan Mar 21, 2022
- S-8 Registration statement for an employee plan Aug 6, 2021
Proxies 8 of 18
- DEFA14A Extra proxy material Mar 31, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 31, 2026
- PRE 14A Preliminary proxy statement Mar 5, 2026
- PX14A6G Shareholder's own proxy material Apr 9, 2025
- DEFA14A Extra proxy material Apr 1, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 1, 2025
- PRE 14A Preliminary proxy statement Mar 6, 2025
- DEFA14A Extra proxy material Mar 28, 2024
Ownership 8 of 859
- SCHEDULE 13G/A Large holder reported a passive stake, amended Oct 30, 2026
- 4 Insider reported a trade Sep 28, 2026
- 4 Insider reported a trade Sep 28, 2026
- 144 Notice of a proposed sale of restricted stock Sep 25, 2026
- 144 Notice of a proposed sale of restricted stock Sep 25, 2026
- 4 Insider reported a trade Sep 15, 2026
- 4 Insider reported a trade Sep 14, 2026
- SCHEDULE 13G Large holder reported a passive stake Aug 12, 2026
Other 8
- ARS Annual report sent to shareholders Mar 31, 2026
- ARS Annual report sent to shareholders Apr 1, 2025
- ARS Annual report sent to shareholders Mar 28, 2024
- ARS Annual report sent to shareholders Mar 29, 2023
- UPLOAD Comment letter from SEC staff Sep 2, 2020
- CORRESP Reply to SEC staff Aug 26, 2020
- CORRESP Reply to SEC staff Jul 31, 2020
- UPLOAD Comment letter from SEC staff Jul 30, 2020
What to read: Sep 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 1 positive, 9 notable, and 3 negative flags.
Financial Statements (Item 1)
Large debt raise, new customer warrant, and convertible note reclassification all in the period.Notable- Acquired LayerX Security Ltd. for $192.9M in cash in July 2026, adding $150.4M goodwill.
- Issued $3.5B in new convertible notes (2030 and 2032) in May 2026, total debt now $7.6B.
- 2033 Notes were convertible in Q3 2026 due to stock price trigger; reclassified to current then back to non-current.
- Repurchased 5.0M shares for $615.7M in nine months ended Sep 30, 2026; none in Q3 2026.
- Remaining performance obligations of $19.9B as of Sep 30, 2026, expected to be recognized over up to 8 years.
Management's Discussion (Item 2)
MD&A with large new cloud contracts, cost surge, and convertible debt; core to results.Risk Factors (Item 1A)
New $11.6B Anthropic deal, warrant dilution, and Middle East data center attack risk.Notable- Anthropic committed ~$11.6B over seven years; Akamai issued a warrant for up to 7.7M common shares.
- About 6% of global employees are in Israel; military conflicts may impair their ability to work.
- Total convertible notes outstanding: $7.64B principal due 2027-2033; $1.15B revolving credit facilities undrawn.
- Warrant to Anthropic for up to 387,051 Series B shares, convertible to 7,741,020 common shares, could dilute holders.
What changed: Sep 2026 vs. Jun 2026
About 11% of AKAM's Sep 2026 10-Q is new information. 48 paragraphs were added, 150 changed, and 28 removed. Below are the most important lines SECSift identified.
New
- Added new risk factor: revenue from cloud infrastructure may depend on Anthropic, with $11.6B committed over 7 years.
- Added new risk factor: Lenovo and Jabil supply agreements for Anthropic project plans could disrupt capacity.
- Added new risk factor: concentration of revenue from a limited number of customers could hurt results.
- Added new risk factor: warrant issued to Anthropic for up to 387,051 preferred shares, convertible to 7,741,020 common shares, could dilute stockholders.
Changed
- Co-location costs rose to $108.5M from $86.8M for the three months, and to $306.9M from $257.7M for the nine months.
- Network build-out and supporting services rose to $86.4M from $59.5M for the three months, and to $228.2M from $171.8M for the nine months.
- Cash and cash equivalents fell to $1,149,359k from $1,480,257k at September 30, 2026 vs June 30, 2026.
- Convertible senior notes (current) fell to $1,148,346k from $1,705,576k at September 30, 2026 vs June 30, 2026.
- Marketable securities (current) rose to $2,369,959k from $1,875,130k at September 30, 2026 vs June 30, 2026.
- Exhibit 4.1 changed from Indenture for 0.00% Convertible Senior Notes due 2030 to Warrant Agreement with Anthropic, PBC, dated September 18, 2026.
- Exhibit 10.1 changed from Form of Call Option Transaction Confirmation to Master Services Agreement with Anthropic, PBC, dated May 5, 2026.
- Exhibit 10.2 changed from Form of Warrant Confirmation to Master Product and Services Agreement with Lenovo Global Technologies, dated September 23, 2026.
- Exhibit 10.3 changed from 2026 Employee Stock Purchase Plan to Master Services Agreement with Jabil Inc., dated May 23, 2019.
- Exhibit 3.1 changed from Amended and Restated Certificate of Incorporation to Certificate of Designations for Series B Preferred Stock, effective September 18, 2026.
- GAAP operating margin fell to 10% from 16% for the three months, and to 9% from 15% for the nine months.
- Note reference changed to Note 7 from Note 6 for convertible notes.
- Updated cybersecurity risk: added detail on AI-enabled vulnerability discovery tools increasing volume of vulnerabilities requiring remediation.
Everything here comes from Akamai Technologies Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 6, 2026, from the 10-Q for Sep 2026.