Akamai’s CIS Revenue Up 45% with $200M AI Inference Cloud Deal
Akamai’s Q4 revenue rose 7% to $1.095B with CIS revenue at $94M up 45% YoY and compute revenue of $191M up 14% YoY. It launched an AI inference cloud with NVIDIA Blackwell GPUs and secured a four-year $200M CIS commitment, following an $800M share repurchase in 2025.
1. Q4 Financial Results
Akamai reported Q4 revenue of $1.095 billion, up 7% year-over-year, and non-GAAP EPS of $1.84, an 11% increase. Security revenue reached $592 million, up 11%, while cloud infrastructure services generated $94 million, up 45%, and compute revenue totaled $191 million, up 14%.
2. AI Inference Cloud Launch
The company introduced its AI Inference Cloud, integrating NVIDIA Blackwell GPUs across its distributed network to deliver low-latency performance. Leadership noted growing AI-related tailwinds as customers increasingly adopt edge-native AI applications and agents.
3. Major $200 Million CIS Commitment
Akamai secured a four-year, $200 million CIS commitment from a major U.S. tech customer, marking its largest compute customer deal. Revenue recognition for this contract is expected to begin in Q4 2026, with the majority tied to AI inference workloads.
4. 2026 Guidance and Capital Strategy
For full-year 2026, Akamai guided revenue of $4.4 billion to $4.5 billion, implying 5%–8% growth and CIS revenue acceleration to 45%–50% by year-end. The company plans $250 million in CapEx for AI inference cloud capacity and highlighted an $800 million share repurchase in 2025, its largest annual buyback.