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Akamai Technologies, Inc. (AKAM): Navigating the Transition to a Cloud and Security Powerhouse

Author
Lukasz Tomicki and LRT Capital Management LLC
Published
Mon 01 Sep 2025
Episode Link
https://gemini.tomicki.net/akamai-technologies-inc-akam-navigating-the-transition-to-a-cloud-and-security-powerhouse/

Executive Summary This report provides a comprehensive fundamental analysis of Akamai Technologies, Inc. (AKAM), a mature technology leader undergoing a critical and deliberate transformation. The core investment thesis centers on a pivotal question: can the company’s high-growth, higher-margin Security and Cloud Computing segments scale rapidly enough to more than offset the secular decline and intense […]

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