Akamai Technologies Inc

AKAM: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$734.00	Rwbq	Hvzbqrmhk

Akamai’s Success Transitioning to a Security Firm From a CDN Provider Is Impressive and Bodes Well

Matthew Dolgin

Aug 9, 2024

Business Strategy and Outlook

Akamai has done a fantastic job transitioning its business away from the legacy content delivery network upon which the firm was originally built. The CDN business lacks competitive advantages, in our view, and has been in long-term decline, as major media and hyperscale businesses have created their own networks and pushed pricing lower.

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