88% of IT Leaders Hit by AI Agent Security Incidents: Akamai & AvePoint Earnings React

For cybersecurity teams already drowning in alerts, the rapid proliferation of AI agents is a nightmare. AvePoint's CEO Tianyi Jiang painted a stark picture during the Q2 earnings call: based on a survey of 750 global IT leaders, 88% encountered an AI agent-related security incident in the past year, and nearly 20% of organizations had no clue whether employees were deploying unsanctioned tools to create agents. Meanwhile, Akamai is selling out its GPU capacity, indicating that the very compute power enabling these agents is flooding the enterprise. As AI adoption accelerates, the security perimeter must expand to include not just endpoints and identities, but autonomous digital workers with unpredictable permissions and data access.

The second-quarter 2026 earnings from Akamai Technologies and AvePoint unveiled a technology sector increasingly shaped by artificial intelligence—one where AI is simultaneously the engine of growth and the source of new risks. Akamai, a legacy content delivery network now pivoting to cloud infrastructure and security, reported revenue of $1.1 billion, up 5% year over year. The standout was a four-year commitment exceeding $600 million from a U.S.-based robotics company, which propelled Akamai’s total 2026 signed multi-year cloud infrastructure commitments past $2.8 billion. Chief Executive Tom Leighton said the robotics customer would not materially contribute until 2027, signaling that while the pipeline is swelling, near-term revenue recognition is muted. Meanwhile, capital expenditures of $347 million—32% of revenue—underscored heavy investment in GPU capacity to support AI workloads; management said all available GPU capacity is sold out, and another $500 million will be deployed to replenish and expand inventory, with $60 million in 2026 and the remainder in early 2027.

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Revenue climbed 22% to $124.5 million, driven by a 27% jump in SaaS revenue to $98.5 million, which now contributes 79% of the total.

AvePoint, a governance, security, and recovery platform, told a different but similarly AI-centric story. Revenue climbed 22% to $124.5 million, driven by a 27% jump in SaaS revenue to $98.5 million, which now contributes 79% of the total. Annual recurring revenue (ARR) reached $465.1 million, up 27% (24% constant currency), with record net new ARR of $29.9 million. CEO Tianyi Jiang focused squarely on AI-agent sprawl—autonomous agents proliferating across Microsoft 365, Google Workspace, Salesforce, and custom environments. He cited an AvePoint survey of 750 global IT leaders revealing that 88% experienced at least one AI-agent-related security incident in the prior year, and nearly 20% were unaware whether employees were using unsanctioned tools to build AI agents. Jiang positioned AvePoint’s Confidence Platform and the newly launched AgentPulse as a governance layer for enterprise AI, making trust “the essential unifying layer.”