Last 7 days
-0.4%
Last 30 days
3.3%
Last 90 days
19.3%
Trailing 12 Months
31.6%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-18 | McGowan Edward J | sold | -255,228 | 103 | -2,456 | chief financial officer |
2023-09-16 | Salem-Jackson Kim | acquired | - | - | 459 | evp, chief marketing officer |
2023-09-16 | Salem-Jackson Kim | sold (taxes) | -21,527 | 104 | -206 | evp, chief marketing officer |
2023-09-15 | McGowan Edward J | sold | -911,088 | 105 | -8,640 | chief financial officer |
2023-09-15 | Joseph Paul C | sold | -422,680 | 105 | -4,000 | evp - global sales |
2023-09-01 | Howell Laura | acquired | - | - | 349 | vp, chief accounting officer |
2023-09-01 | Howell Laura | sold (taxes) | -10,929 | 105 | -104 | vp, chief accounting officer |
2023-08-28 | LEIGHTON F THOMSON | gifted | - | - | -92,006 | chief executive officer |
2023-08-25 | Williams Anthony P | sold | -296,669 | 103 | -2,880 | evp and chro |
2023-08-18 | Blumofe Robert | sold | -199,060 | 99.53 | -2,000 | chief technology officer |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-21 | Baystate Wealth Management LLC | unchanged | - | 1,157 | 8,987 | -% |
2023-09-20 | BARCLAYS PLC | added | 35.06 | 60,193,000 | 169,588,000 | 0.11% |
2023-09-12 | Farther Finance Advisors, LLC | added | 1.46 | 1,765 | 12,492 | -% |
2023-09-08 | TUCKER ASSET MANAGEMENT LLC | unchanged | - | 57.00 | 449 | -% |
2023-09-05 | Covenant Partners, LLC | added | 0.97 | 53,780 | 392,193 | 0.14% |
2023-09-05 | Delos Wealth Advisors, LLC | unchanged | - | 174 | 1,349 | -% |
2023-09-01 | Portside Wealth Group, LLC | new | - | 279,765 | 279,765 | 0.05% |
2023-08-30 | Narus Financial Partners, LLC | reduced | -42.73 | -212,242 | 407,111 | 0.21% |
2023-08-29 | Garde Capital, Inc. | unchanged | - | 77,000 | 596,000 | 0.05% |
2023-08-24 | Alberta Investment Management Corp | unchanged | - | 37,024 | 287,584 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Jun 08, 2023 | blackrock inc. | 10.1% | 15,337,819 | SC 13G | |
Feb 09, 2023 | vanguard group inc | 11.42% | 17,952,230 | SC 13G/A | |
Jan 24, 2023 | blackrock inc. | 9.6% | 15,086,632 | SC 13G/A | |
Feb 09, 2022 | vanguard group inc | 10.85% | 17,625,754 | SC 13G/A | |
Feb 03, 2022 | blackrock inc. | 8.8% | 14,373,706 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 10.82% | 17,608,178 | SC 13G/A | |
Feb 09, 2021 | clearbridge investments, llc | 4.0% | 6,510,905 | SC 13G/A | |
Feb 05, 2021 | blackrock inc. | 8.8% | 14,258,519 | SC 13G/A | |
Feb 14, 2020 | clearbridge investments, llc | 5.04% | 8,146,978 | SC 13G | |
Feb 12, 2020 | vanguard group inc | 10.78% | 17,421,955 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 19, 2023 | 8-K | Current Report | |
Sep 18, 2023 | 4 | Insider Trading | |
Sep 18, 2023 | 4 | Insider Trading | |
Sep 15, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 15, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 15, 2023 | 4 | Insider Trading | |
Sep 15, 2023 | 4 | Insider Trading | |
Sep 13, 2023 | 4 | Insider Trading | |
Sep 05, 2023 | 4 | Insider Trading | |
Aug 30, 2023 | 4 | Insider Trading |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MA | 374.0B | 23.6B | -1.86% | 36.29% | 36.56 | 15.86 | 13.06% | 5.47% |
ACN | 196.2B | 63.6B | -2.56% | 21.14% | 27.38 | 3.09 | 6.65% | 8.08% |
FIS | 32.9B | 14.6B | 1.57% | -28.34% | -1.4 | 2.26 | 1.28% | -2886.41% |
GPN | 30.5B | 9.3B | -3.54% | 5.00% | 38.01 | 3.29 | 5.09% | 943.73% |
AKAM | 16.1B | 3.7B | 3.34% | 31.64% | 33.71 | 4.41 | 2.48% | -21.66% |
MID-CAP | ||||||||
WEX | 8.3B | 2.5B | 2.92% | 51.57% | 39.93 | 3.36 | 17.75% | -7.81% |
WU | 4.9B | 4.4B | 8.72% | -3.78% | 6.47 | 1.11 | -9.80% | -15.47% |
EXLS | 4.7B | 1.5B | -2.73% | -80.92% | 27.26 | 3.03 | 22.18% | 35.10% |
MMS | 4.5B | 4.8B | -7.54% | 30.60% | 26.43 | 0.94 | 5.74% | -8.06% |
SMALL-CAP | ||||||||
MGI | 1.1B | 1.3B | 16.67% | 9.03% | 30.77 | 0.8 | 4.60% | 957.58% |
CNDT | 733.3M | 3.8B | 6.33% | -1.18% | -2.22 | 0.19 | -4.55% | -409.35% |
CASS | 511.5M | 193.7M | -2.50% | 9.96% | 15.82 | 2.64 | 17.44% | 3.23% |
IIIV | 488.2M | 359.1M | -7.87% | 4.52% | -56.43 | 1.36 | 19.78% | 52.80% |
7.5%
10.5%
8.0%
-1.6%
46.1%
13.5%
1.1%
Y-axis is the maximum loss one would have experienced if Akamai Tech was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | 0.9% | 3,661 | 3,629 | 3,617 | 3,594 | 3,573 | 3,522 | 3,461 | 3,402 | 3,335 | 3,277 | 3,198 | 3,124 | 3,041 | 2,951 | 2,894 | 2,835 | 2,795 | 2,752 | 2,734 | 2,680 | 2,634 |
Cost Of Revenue | 1.9% | 1,439 | 1,412 | 1,384 | 1,351 | 1,322 | 1,295 | 1,269 | 1,247 | 1,214 | 1,171 | 1,133 | 1,087 | 1,050 | 1,015 | 988 | 974 | 966 | 959 | 953 | 939 | 926 |
Costs and Expenses | 1.9% | 3,057 | 2,999 | 2,940 | 2,889 | 2,823 | 2,748 | 2,678 | 2,680 | 2,637 | 2,588 | 2,540 | 2,465 | 2,420 | 2,385 | 2,345 | 2,301 | 2,287 | 2,324 | 2,352 | 2,385 | 2,365 |
S&GA Expenses | 1.9% | 519 | 509 | 502 | 499 | 483 | 468 | 462 | 477 | 491 | 503 | 510 | 510 | 510 | 521 | 524 | 521 | 525 | 521 | 517 | 511 | 503 |
R&D Expenses | 1.8% | 390 | 383 | 391 | 379 | 368 | 353 | 335 | 309 | 293 | 280 | 269 | 271 | 269 | 266 | 261 | 253 | 249 | 247 | 246 | 245 | 242 |
EBITDA | -100.0% | - | 1,221 | 1,262 | 1,283 | 1,323 | 1,340 | 1,351 | 1,284 | 1,237 | 1,210 | 1,164 | 1,151 | 1,108 | 1,042 | 1,023 | - | - | - | - | - | - |
EBITDA Margin | -100.0% | - | 0.34* | 0.35* | 0.36* | 0.37* | 0.38* | 0.39* | 0.38* | 0.37* | 0.37* | 0.36* | 0.37* | 0.36* | 0.35* | 0.35* | - | - | - | - | - | - |
Interest Expenses | 2.0% | 11.00 | 11.00 | 11.00 | 27.00 | 42.00 | 57.00 | 72.00 | 71.00 | 71.00 | 70.00 | 69.00 | 68.00 | 63.00 | 54.00 | 49.00 | 47.00 | 50.00 | 50.00 | 43.00 | 33.00 | 24.00 |
Earnings Before Taxes | -3.3% | 603 | 624 | 658 | 671 | 706 | 721 | 728 | 676 | 651 | 646 | 616 | 617 | 587 | 539 | 532 | 516 | 489 | 407 | 343 | 262 | 243 |
EBT Margin | -100.0% | - | 0.17* | 0.18* | 0.19* | 0.20* | 0.20* | 0.21* | 0.20* | 0.20* | 0.20* | 0.19* | 0.20* | 0.19* | 0.18* | 0.18* | - | - | - | - | - | - |
Net Income | -1.9% | 478 | 487 | 524 | 555 | 611 | 629 | 652 | 604 | 584 | 590 | 557 | 563 | 542 | 494 | 478 | 453 | 423 | 352 | 298 | 232 | 188 |
Net Income Margin | -100.0% | - | 0.13* | 0.14* | 0.15* | 0.16* | 0.17* | 0.19* | 0.18* | 0.18* | 0.18* | 0.17* | 0.18* | 0.18* | 0.17* | 0.17* | - | - | - | - | - | - |
Free Cashflow | -100.0% | - | 954 | 1,033 | 1,080 | 1,081 | 1,084 | 1,076 | 925 | 827 | 781 | 701 | 719 | 685 | 690 | 699 | - | - | - | - | - | - |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | 2.0% | 8,346 | 8,183 | 8,303 | 8,136 | 8,231 | 8,312 | 8,139 | 8,115 | 7,921 | 7,818 | 7,764 | 7,514 | 7,225 | 6,948 | 7,007 | 6,357 | 5,343 | 5,183 | 5,462 | 5,364 | 5,605 |
Current Assets | 1.2% | 1,718 | 1,698 | 1,970 | 1,696 | 1,566 | 1,464 | 1,920 | 2,762 | 2,253 | 2,161 | 1,930 | 2,243 | 2,193 | 2,015 | 2,232 | 2,254 | 1,745 | 1,818 | 2,535 | 2,430 | 2,484 |
Cash Equivalents | -0.1% | 299 | 299 | 542 | 458 | 427 | 378 | 538 | 1,265 | 581 | 457 | 353 | 743 | 572 | 384 | 394 | 738 | 516 | 689 | 1,037 | 705 | 977 |
Net PPE | - | - | - | - | - | - | - | - | 1,543 | 1,538 | 1,511 | 1,478 | 1,383 | 1,281 | 1,181 | 1,152 | 1,080 | 1,019 | 951 | 911 | 884 | 853 |
Goodwill | 20246.2% | 2,848 | 14.00 | 2,764 | 2,753 | 2,764 | 617 | 2,156 | 1,680 | 1,686 | 1,682 | 1,674 | 1,599 | 1,595 | 1,594 | 1,600 | 1,583 | 1,587 | 1,587 | - | - | - |
Liabilities | 1.1% | 4,057 | 4,012 | 3,943 | 3,855 | 3,918 | 3,998 | 3,609 | 3,533 | 3,444 | 3,497 | 3,513 | 3,407 | 3,321 | 3,276 | 3,349 | 2,856 | 1,948 | 1,900 | 2,270 | 2,208 | 2,159 |
Current Liabilities | 2.9% | 861 | 836 | 819 | 753 | 817 | 869 | 790 | 731 | 647 | 715 | 758 | 717 | 657 | 630 | 693 | 603 | 591 | 570 | 1,211 | 1,196 | 1,136 |
Shareholder's Equity | 2.8% | 4,289 | 4,171 | 4,360 | 4,281 | 4,313 | 4,315 | 4,530 | 4,582 | 4,477 | 4,321 | 4,251 | 4,108 | 3,904 | 3,672 | 3,658 | 3,502 | 3,395 | 3,283 | 3,192 | 3,156 | 3,445 |
Retained Earnings | 6.4% | 2,146 | 2,017 | 1,920 | 1,792 | 1,668 | 1,530 | 1,257 | 1,096 | 917 | 761 | 605 | 492 | 333 | 171 | 48.00 | -71.10 | -208 | -322 | -430 | -524 | -632 |
Additional Paid-In Capital | 4.8% | 2,752 | 2,625 | 2,579 | 3,105 | 3,054 | 2,975 | 3,341 | 3,790 | 3,744 | 3,665 | 3,665 | 3,781 | 3,735 | 3,659 | 3,653 | 3,919 | 3,761 | 3,686 | 3,670 | 4,353 | 4,304 |
Shares Outstanding | -0.6% | 152 | 153 | 156 | 158 | 160 | 160 | 161 | 163 | 163 | 163 | 163 | 163 | 162 | 162 | 162 | 162 | 163 | 163 | 163 | 166 | 170 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | 1.9% | 1,311 | 1,286 | 1,275 | 1,320 | 1,341 | 1,377 | 1,405 | 1,309 | 1,321 | 1,242 | 1,215 | 1,206 | 1,101 | 1,121 | 1,058 | 1,062 | 1,075 | 977 | 1,008 | 920 | 845 |
Share Based Compensation | 16.0% | 258 | 223 | 217 | 208 | 206 | 205 | 203 | 204 | 206 | 204 | 197 | 194 | 190 | 189 | 187 | 185 | 185 | 184 | 184 | 181 | 176 |
Cashflow From Investing | -31.3% | -558 | -425 | -622 | -1,371 | -883 | -927 | -646 | -420 | -1,038 | -968 | -1,042 | -1,014 | -1,695 | -2,014 | -1,667 | -906 | -150 | -158 | -506 | -880 | -834 |
Cashflow From Financing | 5.2% | -881 | -930 | -634 | -725 | -589 | -522 | -562 | -363 | -281 | -212 | -223 | -195 | 651 | 598 | -35.68 | -118 | -1,388 | -481 | 234 | 309 | 623 |
Buy Backs | -3.2% | 826 | 854 | 608 | 701 | 635 | 567 | 522 | 324 | 240 | 171 | 194 | 164 | 326 | 380 | 335 | 416 | 681 | 765 | 750 | 680 | 369 |
CONDENSED CONSOLIDATED STATEMENTS OF INCOME - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Income Statement [Abstract] | ||||
Revenue | $ 935,721 | $ 903,332 | $ 1,851,419 | $ 1,806,979 |
Costs and operating expenses: | ||||
Cost of revenue (exclusive of amortization of acquired intangible assets shown below) | 373,275 | 346,649 | 734,591 | 679,401 |
Research and development | 99,041 | 92,070 | 190,904 | 192,005 |
Sales and marketing | 136,554 | 126,665 | 265,661 | 249,384 |
General and administrative | 151,811 | 141,219 | 297,950 | 294,481 |
Amortization of acquired intangible assets | 15,898 | 16,972 | 31,810 | 30,616 |
Restructuring charge | 9,357 | 4,715 | 54,080 | 12,731 |
Total costs and operating expenses | 785,936 | 728,290 | 1,574,996 | 1,458,618 |
Income from operations | 149,785 | 175,042 | 276,423 | 348,361 |
Interest and marketable securities income (loss), net | 4,509 | (2,331) | 9,801 | (2,542) |
Interest expense | (3,157) | (2,932) | (5,838) | (5,627) |
Other (expense) income, net | (1,130) | 816 | (3,493) | (8,749) |
Income before provision for income taxes | 150,007 | 170,595 | 276,893 | 331,443 |
Provision for income taxes | (21,191) | (32,755) | (50,971) | (52,592) |
Loss from equity method investment | 0 | 0 | 0 | (7,635) |
Net income | $ 128,816 | $ 137,840 | $ 225,922 | $ 271,216 |
Net income per share: | ||||
Basic (in dollars per share) | $ 0.85 | $ 0.86 | $ 1.47 | $ 1.69 |
Diluted (in dollars per share) | $ 0.84 | $ 0.85 | $ 1.46 | $ 1.67 |
Shares used in per share calculations: | ||||
Basic (in shares) | 152,064 | 160,038 | 153,850 | 160,266 |
Diluted (in shares) | 153,454 | 161,710 | 154,795 | 162,674 |
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 298,612 | $ 542,337 |
Marketable securities | 491,947 | 562,979 |
Accounts receivable, net of reserves of $8,038 and $5,917 at June 30, 2023, and December 31, 2022, respectively | 698,445 | 679,206 |
Prepaid expenses and other current assets | 229,468 | 185,040 |
Total current assets | 1,718,472 | 1,969,562 |
Marketable securities | 249,211 | 320,531 |
Property and equipment, net | 1,746,081 | 1,540,182 |
Operating lease right-of-use assets | 884,687 | 813,372 |
Acquired intangible assets, net | 437,257 | 441,716 |
Goodwill | 2,848,467 | 2,763,838 |
Deferred income tax assets | 337,034 | 337,677 |
Other assets | 124,756 | 116,522 |
Total assets | 8,345,965 | 8,303,400 |
Current liabilities: | ||
Accounts payable | 194,493 | 145,420 |
Accrued expenses | 269,265 | 367,017 |
Deferred revenue | 138,608 | 105,109 |
Revolving credit facility | 20,000 | 0 |
Operating lease liabilities | 217,224 | 196,094 |
Other current liabilities | 21,184 | 5,228 |
Total current liabilities | 860,774 | 818,868 |
Deferred revenue | 27,149 | 22,117 |
Deferred income tax liabilities | 18,839 | 18,400 |
Convertible senior notes | 2,287,481 | 2,285,258 |
Operating lease liabilities | 758,302 | 693,265 |
Other liabilities | 104,253 | 105,305 |
Total liabilities | 4,056,798 | 3,943,213 |
Commitments and contingencies | ||
Stockholders’ equity: | ||
Preferred stock, $0.01 par value; 5,000,000 shares authorized; 700,000 shares designated as Series A Junior Participating Preferred Stock; no shares issued or outstanding | 0 | 0 |
Common stock, $0.01 par value; 700,000,000 shares authorized; 157,982,228 shares issued and 151,790,861 shares outstanding at June 30, 2023, and 156,494,816 shares issued and outstanding at December 31, 2022 | 1,580 | 1,565 |
Additional paid-in capital | 2,751,681 | 2,578,603 |
Accumulated other comprehensive loss | (119,964) | (140,332) |
Treasury stock, at cost, 6,191,367 shares at June 30, 2023, and no shares at December 31, 2022 | (490,403) | 0 |
Retained earnings | 2,146,273 | 1,920,351 |
Total stockholders’ equity | 4,289,167 | 4,360,187 |
Total liabilities and stockholders’ equity | $ 8,345,965 | $ 8,303,400 |