AKAM, Aptum Team Up to Streamline Cloud Adoption: Stock to Gain?

Akamai Technologies, Inc. AKAM recently announced that it has joined forces with Aptum, a leading managed hybrid cloud services provider. Aptum offers tailored infrastructure design and implementation, consulting and managed services that help organizations to solve critical IT challenges. The partnership of AKAM and Aptum will primarily focus on mitigating complexities in cloud transition processes, expediting cloud-based application development and ensuring cost efficiency.

Enterprises are placing greater emphasis on cloud repatriation and sustainable cloud operations. Business are increasing their investment in cloud platforms that can support generative AI workloads. Hybrid cloud systems are gaining traction. Edge computing and applications with low latency requirements are also driving demand for the cloud. 

Per Precedence Research, the cloud computing market is projected to grow from $912.77 billion in 2025 to $5,150.92 billion in 2034, with a compound annual growth rate of 21.2%. With a combination of innovation and strategic collaboration, Akamai is steadily expanding its portfolio to capitalize on this emerging market trend. Akamai’s cloud optimization solutions help organizations to improve performance, increase availability and enhance the security of applications and key web assets delivered from data centers to the end user. The Akamai Connected Cloud is also witnessing healthy demand trends. The company is expanding the Akamai Partner Program to extend support to its existing client base. Recently, Aptum has also opted to join the program. 

Growing demand for cloud infrastructure services is driving net sales in the Compute segment. In the second quarter of 2025, Akamai registered $171.4 million in revenues, up from $151.5 million in the prior-year quarter. Per our estimate, the company is projected to generate $725 million in revenues in 2025, indicating year-over-year growth of 15%.

Stocks to Consider

Ubiquiti Inc. UI delivered an earnings surprise of 61.29% in the last reported quarter. Ubiquiti spends significantly on research and development activities for developing innovative products and state-of-the-art technology to expand its addressable market and remain at the cutting edge of networking technology. The company believes its new product pipeline will help to increase average selling prices for high-performance, best-value products, thus raising the top line. Ubiquiti is witnessing healthy traction in the Enterprise Technology segment.
 
Jabil, Inc. JBL delivered an earnings surprise of 9.44% in the last reported quarter. Jabil’s focus on end-market and product diversification is a key catalyst. The company’s target of “no product or product family should be greater than 5% operating income or cash flows in any fiscal year” is commendable. This initiative should position Jabil well on the growth trajectory.

Motorola Solutions, Inc. MSI delivered an earnings surprise of 6.8% in the trailing four quarters. The company expects to record strong demand across video security and services, land mobile radio products and related software while benefiting from a solid foundation. MSI intends to boost its position in the public safety domain by entering into strategic alliances with other players in the ecosystem. Motorola’s VB400 body-worn cameras are increasingly being deployed across the globe to boost the security of police officers.

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