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Akamai Technologies
Akamai Technologies (AKAM) investor relations material
Akamai Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Q4 2025 revenue reached $1.095 billion, up 7% year-over-year; full-year revenue was $4.208 billion, up 5%.
Security revenue rose 11% year-over-year to $592 million, and cloud infrastructure services (CIS) grew 45% to $94 million in Q4.
Non-GAAP EPS was $1.84, up 11% year-over-year; non-GAAP operating margin was 29%.
GAAP net income per diluted share fell 36% in Q4, while non-GAAP net income per diluted share rose 11%.
Major four-year, $200 million CIS contract signed with a leading U.S. tech company; revenue recognition starts Q4 2026.
Financial highlights
Q4 non-GAAP net income was $270 million, up 6% year-over-year; Q4 GAAP net income was $85 million, down 39%.
Compute revenue totaled $191 million, up 14% year-over-year.
International revenue was $542 million, up 11% year-over-year, making up 50% of total revenue.
Q4 CapEx was $154 million (14% of revenue); full-year buybacks totaled $800 million for 10 million shares.
Adjusted EBITDA for Q4 was $458 million, up 7% year-over-year; margin was 42%.
Outlook and guidance
Q1 2026 revenue projected at $1.06–$1.085 billion, up 4–7% year-over-year.
Full-year 2026 revenue expected at $4.4–$4.55 billion, up 5–8%.
CIS revenue growth forecasted at 45–50% for 2026; security revenue to grow high single digits.
2026 non-GAAP operating margin estimated at 26–28%; CapEx to be 23–26% of revenue.
Full-year 2026 non-GAAP EPS expected at $6.20–$7.20.
What drives the significant 2026 capex increase?
Delivery revenue decline: strategic implications?
Restructuring: which areas are being realigned?
What new customer segments drive Inference Cloud demand?
How does AI CapEx impact long-term capital intensity?
How does AI impact security threats and opportunities?
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Next Akamai Technologies earnings date
47th Annual Raymond James Institutional Investor Conference4 Mar, 2026
Akamai Technologies
Next Akamai Technologies earnings date
47th Annual Raymond James Institutional Investor Conference4 Mar, 2026
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Frequently asked questions
Content Delivery Networks
Akamai Technologies is an American Content Delivery Network (CDN), cybersecurity and cloud services company headquartered in Cambridge, Massachusetts, and listed on the Nasdaq. Akamai is a relatively young company and was founded and had its IPO in 1999. The company operates and rents out server capacity for customers looking to increase the efficiency of their own websites by routing traffic through Akamais hardware located closer to the user. This is done to increase loading speeds and performance for the end user, and Akamai also provides various cybersecurity measures. The name comes from Hawaiian and means “Clever” or “Cool”, which one of the founders had discovered in a dictionary.
Early Days and MIT
In 1998, the founding team entered a competition held by MIT with a prize of $ 50,000 for the winner. The Akamai team entered with a business idea based on research conducted on consistent hashing, which in short enabled faster and more reliable downloading speeds from the internet. The group was selected as one of the finalists (and came in second place), and it didn’t take long until Akamai was incorporated and the wheels started spinning faster and faster.
What They Do
Akamai owns and operates a vast network of servers across the globe. Customers can then rent space on these servers to increase the speed and performance of the end user, regardless of where this user might be. When a user connects to the website of a customer of the company, they’re redirected to one of Akamai’s systems to receive the information they’re looking for. Various technologies, such as the previously mentioned consistent hashing and cybersecurity measures, ensure that the connection is both secure and quick. When looking at Akamai’s competition we find companies such as Cloudflare, as well as Alphabet and Amazon’s CDN services.
The Sheer Scale of Operations
The Akamai Intelligent Platform is the company’s cloud computing platform. It operates worldwide and has a network of over 350,000 servers spread across more than 130 countries. They gather real-time information about the network and its users, enabling them to monitor traffic and potential problems that can arise. As previously mentioned, Akamai also provides various cybersecurity measures for its customers, primarily within DDoS protection.
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