Subtext

Akamai Technologies, Inc. AKAM

SectorInformation Technology
Transcripts78
Date range2006-02-11 – 2025-05-08
Calls charted78

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-16-8+0+8+162005 Q42008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22005 Q4 · Overall: +9.42006 Q1 · Overall: +11.22006 Q2 · Overall: +5.22006 Q3 · Overall: +4.92006 Q4 · Overall: +8.42007 Q1 · Overall: +8.62007 Q2 · Overall: +7.52007 Q3 · Overall: +6.62007 Q4 · Overall: +7.62008 Q1 · Overall: +2.82008 Q2 · Overall: +2.02008 Q3 · Overall: +1.52008 Q4 · Overall: +2.52009 Q1 · Overall: +4.22009 Q2 · Overall: +0.52009 Q3 · Overall: +6.62009 Q4 · Overall: +7.42010 Q1 · Overall: +7.72010 Q2 · Overall: +4.42010 Q3 · Overall: +6.42010 Q4 · Overall: +5.32011 Q1 · Overall: +2.82011 Q2 · Overall: +0.42011 Q3 · Overall: +4.52011 Q4 · Overall: +8.82012 Q1 · Overall: +9.32012 Q2 · Overall: +11.62012 Q3 · Overall: +9.82012 Q4 · Overall: +8.12013 Q1 · Overall: +6.52013 Q2 · Overall: +5.32013 Q3 · Overall: +5.82013 Q4 · Overall: +5.92014 Q1 · Overall: +7.42014 Q2 · Overall: +7.22014 Q3 · Overall: +7.32014 Q4 · Overall: +12.32015 Q1 · Overall: +6.12015 Q2 · Overall: +5.22015 Q3 · Overall: +1.62015 Q4 · Overall: +9.92016 Q1 · Overall: +5.22016 Q2 · Overall: +3.22016 Q3 · Overall: +2.82016 Q4 · Overall: +4.62017 Q1 · Overall: +3.32017 Q2 · Overall: +8.52017 Q3 · Overall: +7.42017 Q4 · Overall: +9.32018 Q1 · Overall: +7.72018 Q2 · Overall: +10.92018 Q3 · Overall: +13.42018 Q4 · Overall: +14.32019 Q1 · Overall: +12.12019 Q2 · Overall: +7.32019 Q3 · Overall: +8.82019 Q4 · Overall: +9.52020 Q1 · Overall: +2.12020 Q2 · Overall: +5.62020 Q3 · Overall: +7.42020 Q4 · Overall: +5.42021 Q1 · Overall: +9.42021 Q2 · Overall: -1.72021 Q3 · Overall: +4.62021 Q4 · Overall: +8.42022 Q1 · Overall: +4.12022 Q2 · Overall: +1.62022 Q3 · Overall: +1.32022 Q4 · Overall: +4.72023 Q1 · Overall: +12.22023 Q2 · Overall: +13.12023 Q3 · Overall: +7.12023 Q4 · Overall: +8.72024 Q1 · Overall: +6.62024 Q2 · Overall: +5.02024 Q3 · Overall: +8.02024 Q4 · Overall: +7.12025 Q1 · Overall: +3.3
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-32-16+0+16+322005 Q42008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22005 Q4 · CEO: +26.72006 Q1 · CEO: +12.62006 Q2 · CEO: +8.22006 Q3 · CEO: +11.22006 Q4 · CEO: +12.12007 Q1 · CEO: +17.42007 Q2 · CEO: +12.72007 Q3 · CEO: +9.82007 Q4 · CEO: +13.82008 Q1 · CEO: +3.92008 Q2 · CEO: +4.92008 Q3 · CEO: +5.32008 Q4 · CEO: +10.62009 Q1 · CEO: +11.32009 Q2 · CEO: +3.32009 Q3 · CEO: +14.52009 Q4 · CEO: +16.32010 Q1 · CEO: +12.92010 Q2 · CEO: +11.72010 Q3 · CEO: +11.32010 Q4 · CEO: +10.02011 Q1 · CEO: +7.02011 Q2 · CEO: +3.92011 Q3 · CEO: +10.62011 Q4 · CEO: +13.92012 Q1 · CEO: +17.62012 Q2 · CEO: +18.82012 Q3 · CEO: +14.82012 Q4 · CEO: +14.72013 Q1 · CEO: +13.62013 Q2 · CEO: +9.32013 Q3 · CEO: +20.02013 Q4 · CEO: +13.22014 Q1 · CEO: +5.62014 Q2 · CEO: +6.92014 Q3 · CEO: +9.72014 Q4 · CEO: +17.72015 Q1 · CEO: +7.42015 Q2 · CEO: +11.52015 Q3 · CEO: +4.52015 Q4 · CEO: +20.12016 Q1 · CEO: +9.02016 Q2 · CEO: +13.82016 Q3 · CEO: +8.02016 Q4 · CEO: +14.02017 Q1 · CEO: +8.02017 Q2 · CEO: +11.52017 Q3 · CEO: +11.62017 Q4 · CEO: +18.52018 Q1 · CEO: +9.12018 Q2 · CEO: +23.62018 Q3 · CEO: +15.12018 Q4 · CEO: +22.32019 Q1 · CEO: +21.32019 Q2 · CEO: +6.82019 Q3 · CEO: +27.62019 Q4 · CEO: +15.32020 Q1 · CEO: +11.42020 Q2 · CEO: +7.82020 Q3 · CEO: +15.82020 Q4 · CEO: +13.02021 Q1 · CEO: +13.82021 Q2 · CEO: -0.72021 Q3 · CEO: +3.52021 Q4 · CEO: +19.02022 Q1 · CEO: +9.32022 Q2 · CEO: +12.82022 Q3 · CEO: +11.92022 Q4 · CEO: +10.32023 Q1 · CEO: +15.92023 Q2 · CEO: +12.82023 Q3 · CEO: +11.22023 Q4 · CEO: +15.12024 Q1 · CEO: +12.32024 Q2 · CEO: +17.62024 Q3 · CEO: +18.12024 Q4 · CEO: +18.32025 Q1 · CEO: +5.92005 Q4 · CFO: +18.02006 Q1 · CFO: +17.02006 Q2 · CFO: +8.62006 Q3 · CFO: +2.42006 Q4 · CFO: +8.52007 Q1 · CFO: +9.92007 Q2 · CFO: +8.92007 Q3 · CFO: +9.22007 Q4 · CFO: +6.92008 Q1 · CFO: +8.32008 Q2 · CFO: +7.62008 Q3 · CFO: +3.52008 Q4 · CFO: +5.72009 Q1 · CFO: +2.62009 Q2 · CFO: -2.72009 Q3 · CFO: +8.32009 Q4 · CFO: +3.82010 Q1 · CFO: +3.92010 Q2 · CFO: +4.52010 Q3 · CFO: +6.72010 Q4 · CFO: +8.72011 Q1 · CFO: +5.32011 Q2 · CFO: +4.92011 Q3 · CFO: +9.52011 Q4 · CFO: +9.22012 Q1 · CFO: +8.32012 Q2 · CFO: +10.72012 Q3 · CFO: +15.42012 Q4 · CFO: +11.42013 Q1 · CFO: +8.12013 Q2 · CFO: +12.92013 Q3 · CFO: +5.92013 Q4 · CFO: +9.12014 Q1 · CFO: +11.32014 Q2 · CFO: +14.42014 Q3 · CFO: +13.72014 Q4 · CFO: +15.12016 Q3 · CFO: +5.52016 Q4 · CFO: +7.62017 Q1 · CFO: +8.22017 Q2 · CFO: +9.72017 Q3 · CFO: +13.82017 Q4 · CFO: +9.32018 Q1 · CFO: +13.82018 Q2 · CFO: +12.42018 Q3 · CFO: +20.52018 Q4 · CFO: +24.82019 Q1 · CFO: +12.42019 Q2 · CFO: +12.12019 Q3 · CFO: +9.82019 Q4 · CFO: +9.42020 Q1 · CFO: +1.52020 Q2 · CFO: +7.42020 Q3 · CFO: +6.62020 Q4 · CFO: +5.12021 Q1 · CFO: +14.52021 Q2 · CFO: +5.52021 Q4 · CFO: +4.52022 Q1 · CFO: +2.22022 Q2 · CFO: -2.12022 Q3 · CFO: -0.42022 Q4 · CFO: +3.12023 Q1 · CFO: +14.72023 Q2 · CFO: +24.52023 Q3 · CFO: +8.62023 Q4 · CFO: +7.92024 Q1 · CFO: +3.42024 Q2 · CFO: -1.92024 Q3 · CFO: -1.12024 Q4 · CFO: +0.42025 Q1 · CFO: +2.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-29-14+0+14+292005 Q42008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22005 Q4 · Prepared remarks: +16.42006 Q1 · Prepared remarks: +15.62006 Q2 · Prepared remarks: +12.42006 Q3 · Prepared remarks: +15.32006 Q4 · Prepared remarks: +11.72007 Q1 · Prepared remarks: +18.52007 Q2 · Prepared remarks: +13.22007 Q3 · Prepared remarks: +18.32007 Q4 · Prepared remarks: +15.02008 Q1 · Prepared remarks: +15.22008 Q2 · Prepared remarks: +12.42008 Q3 · Prepared remarks: +7.62008 Q4 · Prepared remarks: +6.62009 Q1 · Prepared remarks: +8.52009 Q2 · Prepared remarks: +5.62009 Q3 · Prepared remarks: +10.02009 Q4 · Prepared remarks: +8.42010 Q1 · Prepared remarks: +14.22010 Q2 · Prepared remarks: +10.12010 Q3 · Prepared remarks: +11.12010 Q4 · Prepared remarks: +8.12011 Q1 · Prepared remarks: +6.92011 Q2 · Prepared remarks: +11.32011 Q3 · Prepared remarks: +8.42011 Q4 · Prepared remarks: +8.52012 Q1 · Prepared remarks: +12.22012 Q2 · Prepared remarks: +9.62012 Q3 · Prepared remarks: +13.02012 Q4 · Prepared remarks: +15.52013 Q1 · Prepared remarks: +9.22013 Q2 · Prepared remarks: +7.12013 Q3 · Prepared remarks: +16.02013 Q4 · Prepared remarks: +10.62014 Q1 · Prepared remarks: +7.62014 Q2 · Prepared remarks: +16.32014 Q3 · Prepared remarks: +13.92014 Q4 · Prepared remarks: +18.42015 Q1 · Prepared remarks: +6.32015 Q2 · Prepared remarks: +9.12015 Q3 · Prepared remarks: +3.52015 Q4 · Prepared remarks: +18.62016 Q1 · Prepared remarks: +12.82016 Q2 · Prepared remarks: +7.82016 Q3 · Prepared remarks: +9.12016 Q4 · Prepared remarks: +14.42017 Q1 · Prepared remarks: +14.52017 Q2 · Prepared remarks: +13.52017 Q3 · Prepared remarks: +9.22017 Q4 · Prepared remarks: +11.32018 Q1 · Prepared remarks: +14.82018 Q2 · Prepared remarks: +21.92018 Q3 · Prepared remarks: +19.82018 Q4 · Prepared remarks: +21.12019 Q1 · Prepared remarks: +23.32019 Q2 · Prepared remarks: +13.02019 Q3 · Prepared remarks: +18.22019 Q4 · Prepared remarks: +13.62020 Q1 · Prepared remarks: +3.52020 Q2 · Prepared remarks: +7.82020 Q3 · Prepared remarks: +17.02020 Q4 · Prepared remarks: +16.72021 Q1 · Prepared remarks: +10.12021 Q2 · Prepared remarks: +6.12021 Q3 · Prepared remarks: -0.42021 Q4 · Prepared remarks: +15.52022 Q1 · Prepared remarks: +2.22022 Q2 · Prepared remarks: +0.62022 Q3 · Prepared remarks: +5.02022 Q4 · Prepared remarks: +10.82023 Q1 · Prepared remarks: +16.92023 Q2 · Prepared remarks: +7.82023 Q3 · Prepared remarks: +8.02023 Q4 · Prepared remarks: +19.42024 Q1 · Prepared remarks: +11.22024 Q2 · Prepared remarks: +16.02024 Q3 · Prepared remarks: +12.62024 Q4 · Prepared remarks: +11.12025 Q1 · Prepared remarks: +4.12005 Q4 · Q&A responses: +7.02006 Q1 · Q&A responses: +13.42006 Q2 · Q&A responses: +5.22006 Q3 · Q&A responses: +4.22006 Q4 · Q&A responses: +10.72007 Q1 · Q&A responses: +8.62007 Q2 · Q&A responses: +11.02007 Q3 · Q&A responses: +3.62007 Q4 · Q&A responses: +6.22008 Q1 · Q&A responses: -1.12008 Q2 · Q&A responses: +3.02008 Q3 · Q&A responses: +2.92008 Q4 · Q&A responses: +2.22009 Q1 · Q&A responses: +6.52009 Q2 · Q&A responses: -1.62009 Q3 · Q&A responses: +13.52009 Q4 · Q&A responses: +10.82010 Q1 · Q&A responses: +6.02010 Q2 · Q&A responses: +5.92010 Q3 · Q&A responses: +8.12010 Q4 · Q&A responses: +8.52011 Q1 · Q&A responses: +5.02011 Q2 · Q&A responses: -0.82011 Q3 · Q&A responses: +7.82011 Q4 · Q&A responses: +12.92012 Q1 · Q&A responses: +13.42012 Q2 · Q&A responses: +17.42012 Q3 · Q&A responses: +13.62012 Q4 · Q&A responses: +5.42013 Q1 · Q&A responses: +8.32013 Q2 · Q&A responses: +8.82013 Q3 · Q&A responses: +4.82013 Q4 · Q&A responses: +8.42014 Q1 · Q&A responses: +9.72014 Q2 · Q&A responses: +5.72014 Q3 · Q&A responses: +7.12014 Q4 · Q&A responses: +14.42015 Q1 · Q&A responses: +9.22015 Q2 · Q&A responses: +8.12015 Q3 · Q&A responses: +5.92015 Q4 · Q&A responses: +10.72016 Q1 · Q&A responses: +3.92016 Q2 · Q&A responses: +4.32016 Q3 · Q&A responses: +3.72016 Q4 · Q&A responses: +4.62017 Q1 · Q&A responses: +0.92017 Q2 · Q&A responses: +8.72017 Q3 · Q&A responses: +14.72017 Q4 · Q&A responses: +11.52018 Q1 · Q&A responses: +9.22018 Q2 · Q&A responses: +9.62018 Q3 · Q&A responses: +13.52018 Q4 · Q&A responses: +13.72019 Q1 · Q&A responses: +11.12019 Q2 · Q&A responses: +7.42019 Q3 · Q&A responses: +6.02019 Q4 · Q&A responses: +10.72020 Q1 · Q&A responses: +5.62020 Q2 · Q&A responses: +7.52020 Q3 · Q&A responses: +7.62020 Q4 · Q&A responses: +2.42021 Q1 · Q&A responses: +16.02021 Q2 · Q&A responses: -2.92021 Q3 · Q&A responses: +11.32021 Q4 · Q&A responses: +7.12022 Q1 · Q&A responses: +9.22022 Q2 · Q&A responses: +5.62022 Q3 · Q&A responses: +4.32022 Q4 · Q&A responses: +4.32023 Q1 · Q&A responses: +12.42023 Q2 · Q&A responses: +25.12023 Q3 · Q&A responses: +11.32023 Q4 · Q&A responses: +7.42024 Q1 · Q&A responses: +4.82024 Q2 · Q&A responses: +4.52024 Q3 · Q&A responses: +5.92024 Q4 · Q&A responses: +6.12025 Q1 · Q&A responses: +3.8
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.98$4.61$7.242005 Q42008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22014 Q1: $2.352014 Q2: $2.502014 Q3: $2.672014 Q4: $2.772015 Q1: $2.792015 Q2: $2.772015 Q3: $2.742015 Q4: $2.702016 Q1: $2.802016 Q2: $2.872016 Q3: $2.792016 Q4: $2.902017 Q1: $2.882017 Q2: $2.712017 Q3: $2.662017 Q4: $2.612018 Q1: $3.152018 Q2: $3.522018 Q3: $3.692018 Q4: $4.052019 Q1: $4.252019 Q2: $4.422019 Q3: $4.612019 Q4: $4.792020 Q1: $5.002020 Q2: $5.142020 Q3: $5.382020 Q4: $5.492021 Q1: $5.532021 Q2: $5.792021 Q3: $6.012021 Q4: $5.942022 Q1: $6.082022 Q2: $5.772022 Q3: $5.612022 Q4: $5.602023 Q1: $5.612023 Q2: $6.032023 Q3: $6.292023 Q4: $6.752024 Q1: $6.882024 Q2: $6.542024 Q3: $6.75

Forward P/E

11.6720.0728.472005 Q42008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22014 Q1: 25.632014 Q2: 24.482014 Q3: 23.382014 Q4: 22.192015 Q1: 26.082015 Q2: 26.242015 Q3: 27.312015 Q4: 19.732016 Q1: 19.932016 Q2: 18.562016 Q3: 18.532016 Q4: 23.102017 Q1: 22.322017 Q2: 18.142017 Q3: 17.532017 Q4: 21.712018 Q1: 23.292018 Q2: 23.002018 Q3: 20.002018 Q4: 15.562019 Q1: 17.122019 Q2: 18.002019 Q3: 19.742019 Q4: 17.722020 Q1: 19.432020 Q2: 19.732020 Q3: 19.882020 Q4: 19.042021 Q1: 18.152021 Q2: 20.172021 Q3: 18.632021 Q4: 19.572022 Q1: 18.522022 Q2: 15.782022 Q3: 15.952022 Q4: 15.862023 Q1: 12.832023 Q2: 15.272023 Q3: 16.652023 Q4: 17.412024 Q1: 15.922024 Q2: 13.542024 Q3: 14.44

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q4 tone ↑ +8.3 fwd EPS ↓ -0.04 Tone rose while the forward EPS estimate was cut.
  • 2016 Q1 tone ↓ -4.7 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↓ -2.0 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↑ +5.2 fwd EPS ↓ -0.17 Tone rose while the forward EPS estimate was cut.
  • 2019 Q1 tone ↓ -2.2 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -4.8 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -7.4 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -11.1 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↑ +3.8 fwd EPS ↓ -0.07 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -4.2 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -6.0 fwd EPS ↑ +0.27 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -2.1 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-08+3.3——View →
2024 Q42025-02-20+7.1——View →
2024 Q32024-11-07+8.0$6.7514.4View →
2024 Q22024-08-08+5.0$6.5413.5View →
2024 Q12024-05-09+6.6$6.8815.9View →
2023 Q42024-02-13+8.7$6.7517.4View →
2023 Q32023-11-07+7.1$6.2916.6View →
2023 Q22023-08-08+13.1$6.0315.3View →