Akamai customers are spending more because their businesses are growing. "As more and more entertainment content and games are going online, it drove really tremendous results for us," President and CEO Paul Sagan said during Akamai's earnings call with analysts. "We saw it across many verticals, but the two most important were e-commerce and the media and entertainment, even beyond expectations. I think that we are seeing a steady growth of entertainment content moving to an IP world. I just think you continue to see adoption of the Internet and it creates this virtuous spiral upwards right now."