Akamai Q2 revenue up 5% to $1.1B as cloud infrastructure grows 39%
Akamai's second-quarter revenue rose 5% to about $1.1B. Security revenue grew 10% to $604M and cloud infrastructure services revenue rose 39% to $99M.
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Akamai's second-quarter revenue rose 5% to about $1.1B. Security revenue grew 10% to $604M and cloud infrastructure services revenue rose 39% to $99M.
Twilio's second-quarter revenue rose 22% to $1.50B, with 17% organic growth. It raised its full-year reported revenue growth forecast to 18%–18.5%, up from 14%–15%.
Cloudflare's second-quarter revenue rose 36% to $696.1M. Its GAAP net loss widened to $170.0M, including $150.7M of restructuring and other charges.
Atlassian's fiscal fourth-quarter revenue grew 28% to $1,766M, with cloud revenue up 31% to $1,213M. GAAP net income was $139M after a $24M loss a year earlier.
Datadog's second-quarter revenue grew 36% from a year earlier to $1.12B. The observability vendor forecast full-year revenue of $4.45B–$4.47B.
Klaviyo's second-quarter revenue grew 26% to $370.6M, and it raised its full-year revenue forecast to $1,526M–$1,534M.
Klaviyo agreed to acquire the team and technology of Agency, an AI-native customer success startup. Agency co-founder and CEO Elias Torres will become Klaviyo's chief product officer.
HubSpot's second-quarter revenue grew 20% to $911.7M, and it posted GAAP net income of $43.3M after a year-earlier loss. The CRM vendor guided full-year revenue to $3.678B–$3.686B.
Shopify's second-quarter revenue grew 34% to $3,583M on gross merchandise volume of $115,567M, up 32%. Operating income rose to $488M from $291M.
Figma's second-quarter revenue rose 48% to $370.1M. It raised full-year revenue guidance by $40.0M to $1.463B–$1.467B.
Google DeepMind CTO Koray Kavukcuoglu will lead the AI unit and report to Sundar Pichai. Demis Hassabis becomes DeepMind chairman and Alphabet chief scientist, and Jeff Dean is leaving to co-found Discovery Loop.
Nutanix plans to reduce its worldwide headcount by about 5% after reviewing its business structure. It expects $33M to $43M in pre-tax charges, mostly severance, and aims to finish by the end of October 2026.