Akamai Technologies, Inc. (AKAM) Q3 2024 Earnings Call Transcript Summary
Akamai Technologies, Inc. (AKAM) Q3 2024 Earnings Call Transcript Summary
Non-GAAP earnings per share reached $1.59, aligning with guidance.The following is a summary of the Akamai Technologies, Inc. (AKAM) Q3 2024 Earnings Call Transcript:
以下是阿克邁科技公司（AKAM）2024年第三季度業績會交易摘要：
Financial Performance:
財務表現：
Akamai Technologies reported a solid Q3, with a total annual revenue run rate exceeding $4 billion, and security annual revenue surpassing $2 billion.
Q3 total revenue hit $1.005 billion, marking a 4% year-over-year increase.
Non-GAAP earnings per share reached $1.59, aligning with guidance.
The compute sector saw significant growth with revenue of $167 million, up 28% year-over-year.
阿克邁科技報告了強勁的第三季度，總年度營業收入超過40億美元，安防年度收入超過20億美元。
第三季度總收入達到10.05億美元，同比增長4%。
非通用會計準則每股收益達到1.59美元，符合預期。
計算板塊的營業收入達到了16700萬美元，同比增長28%。
Business Progress:
業務進展：
Akamai is transitioning from a content delivery pioneer to a cybersecurity and cloud computing powerhouse.
Significant contracts signed include a $70 million agreement encompassing several security solutions and a $6 million upgrade focusing on increased ransomware protection.
Introduced an innovative behavioral DDoS engine and expanded object storage capabilities, enhancing Akamai's competitive advantage.
Strategic partnership formed with a large video workflow ISV, including a $17 million commitment.
阿克邁正在由內容傳送先驅轉型爲網絡安全概念和雲計算服務商強者。
簽署的重要合同包括一項7000萬美元的協議，涵蓋多種安全解決方案，以及一項600萬美元的升級，重點加強勒索軟件保護。
推出創新的行爲式DDoS引擎並擴展對象存儲能力，增強了阿克邁的競爭優勢。
與一家大型視頻工作流ISV建立戰略伙伴關係，包括一項1700萬美元的承諾。
Opportunities:
機會：
Strong market traction for new API security solutions with expectations to reach an annualized revenue run rate of $50 million by year-end.
Guardicore, part of the Zero Trust segment, is projected to achieve an annualized revenue run rate of over $180 million.
Increased demand for Prolexic service due to persistent DDoS attacks.
新API安全解決方案在市場上獲得強勁反響，預計到年底達到5000萬美元的年收入水平。
作爲Zero Trust領域的一部分，Guardicore有望實現超過18000萬美元的年收入水平。
由於持續的DDoS攻擊，對Prolexic服務的需求增加。
Risks:
風險：
Continued macroeconomic headwinds impacting the delivery solutions sector, expected persistent weak traffic growth.
Significant industry competition and operational pressures in the delivery domain.
持續存在宏觀經濟逆風影響交付解決方案板塊，預計交通增長持續疲弱。
交付領域存在重大行業競爭和運營壓力。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
