Akamai Technologies Inc (NAS:AKAM)

$ 96.97 -0.99 (-1.01%) Market Cap: 14.72 Bil Enterprise Value: 17.67 Bil PE Ratio: 28.98 PB Ratio: 3.08 GF Score: 91/100

Akamai Technologies Inc at Nasdaq Investor Conference Transcript

Dec 05, 2023 / 10:30AM GMT

Release Date Price: $115.62 (-0.24%)

Transcript

Sanjit Kumar Singh

Morgan Stanley, Research Division - VP

All right. Good morning, everyone. I am Sanjit Singh. I am the U.S.-based infrastructure software analyst on the Morgan Stanley Software Research Team. Our next presentation is with Akamai, and we're super thrilled to have the CEO and Co-Founder of Akamai, Tom Leighton.

Tom, thank you for joining us today.

F. Thomson Leighton

Akamai Technologies, Inc. - Co-Founder, CEO, President & Director

Nice to be here.

Questions & Answers

Sanjit Kumar Singh

Morgan Stanley, Research Division - VP

So Akamai is using its capabilities and building large-scale distributed systems to attack the security market, to attack the compute market, to attack the delivery market. I want to start the conversation and spend some time on the security opportunity because it's a business that's now crossed a $1.8 billion run rate, and it looks like you're on the cusp of security becoming almost 50% or crossing 50% of your business.

Maybe just to sort of

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