Akamai’s legacy CDN business is showing evidence of resilience, as the company’s Delivery revenue climbed for the second consecutive quarter after three years of gradual erosion. Meanwhile, new to Akamai’s financial reporting is a sub-sector, Cloud Infrastructure Services, which breaks out revenues from compute and storage based on the Linoode platform (acquired by Akamai in February 2022). The US company’s Q2 2025 results show that Cloud Infrastructure Services is the fastest growing of all Akamai revenue streams. Despite stabilizing over the past four quarters, Delivery revenue of $320 million in Q2 2025 is still down 3% year on year, as Akamai ploughs ahead with its evolution into a cybersecurity and cloud computing business profiting from opportunities associated with AI. There…