Akamai Applied sciences, Inc. (MY BROTHER) Morgan Stanley Know-how, Media & Telecom Convention 2026 March 5, 2026 1:45 PM EST
Firm Members
Ed McGowan – Govt VP, CFO & Treasurer
Convention Name Members
Sanjit Singh – Morgan Stanley, Analysis Division
Presentation
Sanjit Singh
Morgan Stanley, Analysis Division
All proper. I am Sanjit Singh. I’m doing my final presentation for TMT’ 26, and we will finish it robust with Akamai, we’ve Ed McGowan, Chief Monetary Officer at Akamai. Ed, thanks for becoming a member of us at TMT 2026.
Ed McGowan
Govt VP, CFO & Treasurer
Effectively, thanks for having us. Nice to be right here.
Sanjit Singh
Morgan Stanley, Analysis Division
There’s lots to speak about. The Akamai story has gotten actually thrilling. And so we will dive into all of the issues that is happening within the firm.
Earlier than we get there, for necessary disclosures, please see the Morgan Stanley analysis disclosure web site at www.morganstanley.com/researchdisclosures.
Query-and-Reply Session
Sanjit Singh
Morgan Stanley, Analysis Division
So I wished to start out the dialog with you, Ed, on the assorted acts on the firm has been good going by, proper? The corporate form of pioneered the supply networking market, you are form of the market share chief there. Then you definitely entered into an act 2, which noticed you construct a $2-plus billion safety enterprise over the past decade. And now lately, you are pursuing act 3, which has seen the corporate enter the general public cloud market and extra lately, the GPU as a service for Gen AI inferencing with Akamai Inference Cloud. So lots happening.
For these buyers who have not been near the story for a while, are you able to lay out the imaginative and prescient right here for Akamai’s Act 3 and why the administration group is happy in regards to the prospect for development heading into the AI