Akamai Forms New Partnership with Arrow Electronics
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 07 2026
0mins
Akamai (AKAM) announced a new relationship with Arrow Electronics' (ARW) enterprise computing solutions, or ECS, business that expands access to Akamai's cloud, security, and application delivery solutions across Arrow's ecosystem. Arrow, a member of Akamai Partner Connect, works with technology vendors and channel partners to deliver end-to-end IT solutions spanning cloud, data center, security, networking, and software. Through this collaborative effort, Akamai can equip enterprises with the tools they need as digital experiences become central to business operations. Akamai will work with Arrow to bring enterprise-grade cloud and security solutions to market faster and more efficiently.
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Analyst Views on AKAM
Wall Street analysts forecast AKAM stock price to rise
11 Analyst Rating
6 Buy
5 Hold
0 Sell
Moderate Buy
Current: 98.080
Low
89.00
Averages
103.73
High
115.00
Current: 98.080
Low
89.00
Averages
103.73
High
115.00
About AKAM
Akamai Technologies, Inc. is a cybersecurity and cloud computing company. The Company develops and provides solutions for global enterprises to build, secure and accelerate their applications and digital experiences. Akamai Connected Cloud, the Company's platform, is comprised of an edge and cloud architecture and underlying network for cloud computing, security and content delivery services. Its cloud computing services include compute, storage, networking, database and container management services that are required to build, deploy and secure applications and workloads. Its security solutions are designed to keep infrastructure, websites, applications, application programming interfaces and users safe from a multitude of cyberattacks and online threats while improving performance. Its content delivery solutions consist of Web and mobile performance focused solutions and media delivery solutions. It also specializes in serverless WebAssembly function-as-a-service (FaaS) technology.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Demand Response: This collaboration allows streaming operators to deploy real-time QoE and advertising analytics on Akamai Cloud, addressing the market's need for high availability and rapid response, directly impacting revenue and ad impressions while enhancing operational visibility and efficiency.
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- Akamai's Strategic Future: Akamai CEO F. Leighton emphasized that AI-related market demand is boosting growth in its Cloud Infrastructure Services segment, mentioning the launch of the Akamai Inference Cloud platform to meet the increasing need for AI inference, showcasing the company's strategic positioning for the future.
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- Investor Focus: Despite the ETF's poor performance, investors should remain attentive to technological innovations and shifts in market demand within the cybersecurity sector, as these factors could present potential investment opportunities in the long run.
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- Short Selling Pressure: Noted short seller Michael Burry suggested on social media that Anthropic is “eating Palantir's lunch,” raising concerns about the vulnerability of legacy software platforms, which further intensified selling pressure and caused multiple related stocks to decline in price.
- Guidewire Software Volatility: Guidewire Software has experienced 12 moves greater than 5% over the past year, and today's drop indicates that the market considers the news from Anthropic significant, although it does not fundamentally alter perceptions of the company's business, reflecting investor caution regarding future risks.
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See More
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- Surge in AI Traffic: In 2025, AI bot activity surged by 300%, with the media industry accounting for 13% of global AI bot traffic, indicating that content-rich websites have become prime targets for automated scraping, directly impacting publishers' revenue streams.
- Decline in Referral Traffic: The report found that AI chatbots drove approximately 96% less referral traffic than traditional Google search in Q4 2024, which not only weakened publishers' audience base but also severely impacted advertising and subscription revenues.
- OpenAI's Dominance: OpenAI generated the highest volume of AI bot traffic targeting media companies, with publishing organizations accounting for 40% of all OpenAI requests, highlighting its significance in content scraping.
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