Co-Founder, Chief Executive Officer, President & Director, Akamai
Search every verified F. Leighton interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. On Akamai's Q4 2024 earnings call, Leighton reported that security became the company's largest revenue segment for the first time in 2024, exceeding $2 billion and growing 16% year-over-year. He stated a goal for cloud computing to achieve a compound annual growth rate of at least 20% over three to five years, aiming to make it a third billion-dollar product line by 2027. During the Q1 2026 earnings call, Leighton announced the signing of a seven-year, $1.8 billion commitment for cloud infrastructure services from a leading frontier model company, calling it the largest customer deal in Akamai's history. He described the deal as consistent with the company's strategy of deploying a distributed inference and compute platform for enterprises. Leighton also commented on the cybersecurity landscape, stating that chief information security officers are "more agitated" and feeling a "sense of urgency" due to concerns about attackers gaining access to advanced AI models. He identified the proliferation of AI agents as a major driver for growth in compute platforms and a new vulnerability surface requiring specialized security measures.
“For the first time in Okami's history, security delivered the majority of our annual revenue in 2024, surpassing the $2 billion threshold and growing at 16% year-over-year.”
“We believe that we can reaccelerate the overall cloud computing revenue growth rate to achieve a CAGR of at least 20% over the next three to five years in constant currency. This would make cloud computing our third billion-dollar product line by 2027.”
“Today, we're very excited to announce another major milestone for our cloud computing strategy and the evolution of Akamai. The signing of a landmark 7-year 1.8 billion dollar commitment for our cloud infrastructure services by a leading frontier model company. This is the largest customer deal in Akamai history.”
“I don't think I've ever seen the CISOs more agitated and feeling more of a sense of urgency than they are now. Over the last several weeks, couple months, I've had the chance to meet with a lot of the world's biggest company CISOs. In many cases, the CEOs and senior executives, and they are very concerned, you know, ab...”
“Well, this has been the strategy all along. So and we're very pleased to be executing against it. You know, the goal has been to be deploying a distributed inference platform, distributed compute platform that would be desired by enterprises, you know, what really across the spectrum and with many large customers. And...”
“Yeah, great question. When you look at what is the proliferation of agents and what's coming, the biggest driver for growth is going to be the compute platform, the cloud platform that supports that and you know, we're really well set up to do that. Next, you have a big security issue. You know, because AI and the agen...”
“The signing of a landmark 7-year, $1.8 billion commitment for our cloud infrastructure services by a leading Frontier model company. This is the largest customer deal in Okami history.”
“I don't think I've ever seen the CISOs uh more agitated and feeling more of a sense of urgency than they are now. uh over the last several weeks, couple months, I've had the chance to meet with a lot of the world's biggest companies CISOs uh many cases the CEOs and senior executives and they are very concerned uh you k...”
“We view these investments in our CIS portfolio as critical to ensure we have the foundation to meet the significant demand we see on the horizon. Also driven by today's announced $ 1.8 8 billion win, the $200 million four-year CIS deal we announced last quarter, and our rapidly accelerating pipeline. We now expect tota...”
“Security and compute combined to account for 69% of our total revenue in Q1, growing 10% year-over-year as reported and 11% in constant currency, underscoring Akamai's ongoing transformation from a CDN pioneer into the cyber security and cloud computing company that powers and protects business online.”
“As of now, we anticipate that the direct impact to Akamai from tariffs in 2025 will be about $10 million in capex, which is amortized over six years.”
“Based on our current line of sight, we expect to lose a few million dollars of revenue in the back half of 2025 related to federal cutbacks.”
“We expect to spend approximately 226 to $236 million [in Q2 capex]. This represents approximately 22 to 23% of our projected total revenue.”
“We are maintaining wider forecast ranges due to the larger scale of our business and to effectively navigate increased volatility within the current economic environment, the volatility in the foreign exchange markets and the potential impact of the pending TikTok ban.”
“Okami has transformed from a CDN pioneer to a leader in cloud security and distributed cloud computing, with all three top US cloud providers now using Okami infrastructure. This solidifies our position as a critical backbone for AI inference and edge computing.”
Please note this event is being recorded i would now like to turn the conference over to mark stoutenberg head of investor ...
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AKAM - Earnings call Q1 2025.
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Inductees Tom Leighton and Danny Lewin invented the content delivery network, addressing web congestion by intelligently replicating and delivering content over a large network of distributed servers. At the 2017 National Inventors Hall of Fame® Induction Ceremony, Leighton shares his gratitude and honors his late co-inventor in a heartfelt acceptance speech.
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Akamai Technologies President/CEO/Co-Founder Tom Leighton discusses the company's recent growth surge and the factors that have caused it. He speaks with Caroline Hyde and Ed Ludlow on Bloomberg Television. See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Bloomberg Talks curates top interviews from around Bloomberg News. Hear conversations with the biggest names in finance, politics and entertainment. On Bloomberg Talks, we round up interviews with Fortune 500 CEOs, government officials, well-known investors and business leaders. Listen to more Bloombe…
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