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21:30
Nov 06 ◎
Ed McGowan CFO, Akamai Technologies, Inc. AKAM Q3 FY25 call
Akamai's CIS revenue growth accelerated to 39% YoY from 30% last quarter, and management expects to potentially accelerate CIS growth further next year, indicating strong edge compute demand. — This signals robust demand for distributed edge computing, directly benefiting NVIDIA's GPU sales and server OEMs like Dell that supply capacity.
DELL
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About DELL Analyst Coverage

Buzzberg tracks DELL (Dell Technologies Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Ed McGowan.