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Mar 31, 2025
Akamai Q1 2025 Earnings Report
Reported first quarter 2025 financial results
Key Takeaways
Akamai delivered a solid start to the year, meeting or exceeding expectations with first quarter revenue of $1.015 billion, up 3% year-over-year. Security and cloud computing revenue, representing 69% of total revenue, grew 10% year-over-year. Non-GAAP EPS was $1.70, up 4% year-over-year.
First quarter revenue was $1.015 billion, a 3% increase year-over-year.
Security revenue grew 8% year-over-year to $531 million.
Cloud computing revenue increased 14% year-over-year to $165 million.
Non-GAAP diluted EPS was $1.70, an increase of 4% compared to the first quarter of 2024.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For the second quarter of 2025, Akamai expects revenue between $1.012 billion and $1.032 billion, and non-GAAP diluted EPS between $1.52 and $1.58. For the full year 2025, revenue is expected to be between $4.050 billion and $4.200 billion, with non-GAAP diluted EPS between $6.10 and $6.40.
Positive Outlook
- Q2 2025 Revenue guidance range of $1,012 - $1,032 million.
- FY 2025 Revenue guidance range of $4,050 - $4,200 million.
- Q2 2025 Non-GAAP diluted EPS guidance range of $1.52 - $1.58.
- FY 2025 Non-GAAP diluted EPS guidance range of $6.10 - $6.40.
- FY 2025 Non-GAAP tax rate guidance between 19% and 20%.
Challenges Ahead
- Non-GAAP operating margin expected to remain flat at 28% for Q2 and full year 2025.
- Capex as a percentage of revenue is guided higher for Q2 2025 (22%-23%) compared to Q1 2025 (22%).
- Guidance for non-GAAP measures cannot be reconciled to GAAP measures without unreasonable effort due to unpredictability of excluded items.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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