Akamai在客户群中根基深厚，但面临超大规模云服务商垂直整合带来的逆风，需要财务复苏。
逐段跳播
我们接着上次的话题，继续讨论CDN市场，包括Cloudflare、Akamai和Fastly，如果你还没看过那个视频，可以去看看。
Let's just continue with where we left off, talking about the CDN market, Cloudflare, Akamai, and Fastly, which, if you haven't watched that, check out the video.
Fastly与规模大得多的Cloudflare和Akamai竞争。
Fastly competes against much larger Cloudflare and Akamai,
这是因为大公司实际上已经建立了自己的CDN，并逐步将像Akamai这样的传统提供商排除在外。
It's because the big guys have actually built their own CDNs and have progressively cut legacy providers like Akamai out of the mix.
如果一家公司想真正从CoreWeave或Nebius云运营其AI，那么实际上需要付费购买CDN服务，并接入CDN，比如Cloudflare、Akamai或Fastly。
If a company wanted to actually operate their AI from a CoreWeave or Nebius cloud, will actually then need to go pay for a CDN service and hook up the CDN, like let's say Cloudflare, Akamai, or Fastly.
Airbnb、Akamai、Booking Holdings、Akamai以及AWS。SAP、Akamai、Palo Alto、Akamai和AWS。
Airbnb, Akamai, Booking Holdings, Akamai, as well as AWS. SAP, Akamai, Palo Alto, Akamai and AWS.
有趣的是，我们确实看到Akamai出现了不少。也许Akamai值得更仔细地研究一下，尽管收入有所下降。或者这可能只是表明这些大型企业软件公司目前已经相当成熟，所以Akamai只是其中的一部分。也许Akamai的管理团队预期会有强劲的增长。
Interesting here. We actually saw Akamai come up quite a bit. Maybe Akamai is worth taking a closer look at, even though the revenue has kind of fallen off. Or maybe this is just indicative of these really big enterprise software companies being pretty well tenured at this point, and so Akamai is just there in the mix. Maybe Akamai's management team is expecting some robust growth.
Akamai似乎已经相当稳固地扎根了。你看到这里有很多下游客户使用Akamai。但我们需要财务复苏，正如我们已经讨论过的。
Akamai, it seems, has gotten itself fairly well-entrenched. You see a lot of downstream customers here using Akamai. But we need a financial recovery, as we talked about already.
这个频道对 $AKAM 的历次判断
Chip Stock Investor 在这只股票上共 2 条判断，这里只列相邻的几条。