Breakdown

By Eric Pop. 2012

Investment Drivers Given the consistent innovative technology, profitability, and product growth, we believe that Akamai will continue its recent success. We believe this will be driven by double digit revenue growth in the Security Technology group for the next three years due to the opportunities present in the security market. Once inflationary measures heal, we believe companies will be looking to expand and upgrade to the best technology. Akamai’s Intelligent Edge Platform brings together their delivery, compute, and security solutions to offer their customers a quality range of products that others won’t be able to compete with. Investment Risks High geopolitical tensions and the continued strength of the US Dollar vs other major currencies could damage consumer confidence and hinder our projected double digit revenue growth specifically relating to quickly growing international revenues in both revenue segments. Cloud giants such as Amazon and Microsoft could integrate further into the cloud computing services that Akamai offers. They have penetrated markets in the past and have access to the best human and physical capital. This innovation would challenge the way Akamai maintains and adds market share in new areas.

Subfields: Anomaly & Outlier Detection