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Akamai10-K: Capex increase

Akamai acquired Fermyon and Red Kubes in late 2024/2025 to build out its cloud and edge computing platform.

What happened

Akamai is aggressively expanding its cloud computing capabilities through recent acquisitions (Fermyon for WebAssembly, Red Kubes for Kubernetes) and organic investment to compete with hyperscalers, indicating significant capital spend on infrastructure and integration.

Source

SEC EDGARFeb 20, 2026

Annual report (Form 10-K)

Akamai 10-K for FY2025

Filing excerpt

In November 2024, we launched the Akamai App Platform, a ready-to-run solution that makes it easy to deploy, manage and scale highly distributed applications. The Akamai App Platform is built on top of the cloud native Kubernetes technology Otomi, which Akamai acquired from Red Kubes Holding B.V. and its subsidiary.

sec.gov/Archives/edgar/data/1086222/000108622226000022/akam-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 20, 2026

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The full record

From the Signal API record

Details

CIK
1086222
Accession number
0001086222-26-000022
Timeframe
Current year
Filing year
2026
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • cloud computing
  • Kubernetes
  • WebAssembly
  • edge computing
  • AI

Vendors

  • Fermyon Technologies
  • Inc.
  • Red Kubes Holding B.V.

Vendors named

  • Fermyon Technologies, Inc.
  • Red Kubes Holding B.V.

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
capexIncrease

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/1a8b2ada-2aa2-4f7a-b582-182c3ed615a2 returns this record as JSON. POST /v1/companies/enrich returns every signal for akamai.com.

{
  "signal_id": "1a8b2ada-2aa2-4f7a-b582-182c3ed615a2",
  "signal_type": "sec-10k",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-02-24T09:33:57.537+00:00",
  "company": {
    "name": "Akamai",
    "domain": "akamai.com"
  },
  "data": {
    "detail": "Akamai is aggressively expanding its cloud computing capabilities through recent acquisitions (Fermyon for WebAssembly, Red Kubes for Kubernetes) and organic investment to compete with hyperscalers, indicating significant capital spend on infrastructure and integration.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Akamai acquired Fermyon and Red Kubes in late 2024/2025 to build out its cloud and edge computing platform.",
    "excerpts": "In November 2024, we launched the Akamai App Platform, a ready-to-run solution that makes it easy to deploy, manage and scale highly distributed applications. The Akamai App Platform is built on top of the cloud native Kubernetes technology Otomi, which Akamai acquired from Red Kubes Holding B.V. and its subsidiary.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1086222/000108622226000022/akam-20251231.htm",
    "filing_date": "2026-02-20",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "vendors_mentioned": [
      "Fermyon Technologies, Inc.",
      "Red Kubes Holding B.V."
    ],
    "technologies_mentioned": [
      "cloud computing",
      "Kubernetes",
      "WebAssembly",
      "edge computing",
      "AI"
    ]
  }
}

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