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Akamai10-Q: Market share loss

Akamai flags the rapid development of AI as a potential competitive threat.

What happened

The company explicitly lists the rapid development of AI technologies and its potential competitive impact as a significant business risk factor.

Source

SEC EDGARMay 8, 2026

Quarterly report (Form 10-Q)

Akamai 10-Q

Filing excerpt

Trading prices for our common stock may continue to fluctuate in response to a number of events and factors, including the following: ... The rapid development of AI technologies and market speculation regarding its potential competitive impact on particular industries or companies;

sec.gov/Archives/edgar/data/1086222/000108622226000058/akam-20260331.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Market share loss

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

Fiscal year end
03/31
Filed
May 8, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1086222
Accession number
0001086222-26-000058
Filing year
2026
Fiscal year
0
Why it matters
Urgency to improve

Topics and mentions

Technologies

  • AI

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
marketShareLoss

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This page shows a preview. The full sec-10q 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/0f04cfd9-682c-4b11-970c-197ec3a7fcd6 returns this record as JSON. POST /v1/companies/enrich returns every signal for akamai.com.

{
  "signal_id": "0f04cfd9-682c-4b11-970c-197ec3a7fcd6",
  "signal_type": "sec-10q",
  "signal_subtype": "marketShareLoss",
  "detected_at": "2026-05-12T09:24:58.577+00:00",
  "company": {
    "name": "Akamai",
    "domain": "akamai.com"
  },
  "data": {
    "detail": "The company explicitly lists the rapid development of AI technologies and its potential competitive impact as a significant business risk factor. This indicates the company is actively evaluating how to respond to AI-driven disruption, creating an opening for vendors with AI-based solutions that can enhance their competitive posture or platform capabilities.",
    "summary": "Akamai flags the rapid development of AI as a potential competitive threat.",
    "excerpts": "Trading prices for our common stock may continue to fluctuate in response to a number of events and factors, including the following: ... The rapid development of AI technologies and market speculation regarding its potential competitive impact on particular industries or companies;",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1086222/000108622226000058/akam-20260331.htm",
    "filing_date": "2026-05-08",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Urgency to improve",
    "signal_category": "market",
    "technologies_mentioned": [
      "AI"
    ]
  }
}

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