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Visual21 Nov 2025
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Akamai Technologies (AKAM) investor relations material
Akamai Technologies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Third quarter 2025 revenue reached $1.055 billion, up 5% year-over-year, driven by strong performance in security and cloud infrastructure, while delivery revenue declined due to pricing pressure and customer optimization.
Non-GAAP EPS was $1.86, up 17% year-over-year, and GAAP net income per diluted share was $0.97, up 155% year-over-year, reflecting improved profitability and lower restructuring charges.
All three major U.S. cloud providers now use CIS, with one signing an expanded multi-year renewal in Q3.
Launched Akamai Inference Cloud, leveraging NVIDIA AI infrastructure for edge AI applications, with strong initial customer interest.
Continued investment in expanding compute platform and cloud infrastructure, focusing on higher-growth security and cloud products.
Financial highlights
Q3 2025 revenue: $1.055 billion, up 5% year-over-year; non-GAAP operating margin: 31%; GAAP operating margin: 16%.
Non-GAAP net income: $269 million; GAAP net income: $140 million; non-GAAP EPS: $1.86; GAAP EPS: $0.97.
Security revenue: $568 million, up 10% year-over-year; CIS revenue: $81 million, up 39%; cloud computing revenue: $180 million, up 8%.
Delivery revenue: $306 million, down 4% year-over-year.
Cash, cash equivalents, and marketable securities: $1.8 billion as of September 30, 2025.
Outlook and guidance
Q4 2025 revenue projected at $1.065–$1.085 billion; full-year 2025 revenue guidance: $4.178–$4.198 billion.
Q4 non-GAAP EPS expected in the range of $1.65–$1.85; full-year non-GAAP EPS: $6.93–$7.13.
Non-GAAP operating margin expected at 28–30% for Q4 and 29–30% for the full year.
Capex as a percentage of revenue projected at 16% for Q4 and 20% for the full year.
Management expects continued growth in security and cloud computing, with delivery revenue facing ongoing pricing pressure.
Akamai Inference Cloud: NVIDIA partnership impact?
Delivery revenue decline: future outlook?
Q3 share repurchases: capital allocation shift?
How does Akamai sustain its edge AI advantage?
Inference Cloud: When will revenue impact be material?
Akamai's strategy for securing AI agents?
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Next Akamai Technologies earnings date
53rd Annual Nasdaq Investor Conference9 Dec, 2025
Next Akamai Technologies earnings date
53rd Annual Nasdaq Investor Conference9 Dec, 2025
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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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