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Jun 30
Akamai Q2 2025 Earnings Report
Akamai Technologies, Inc. reported its financial results for the second quarter ended June 30, 2025, highlighting outperformance in both revenue and profitability, leading to increased guidance for the remainder of the year.
Key Takeaways
Akamai reported strong second-quarter results with revenue of $1.043 billion, up 7% year-over-year, and non-GAAP EPS of $1.73, up 9%. The company saw significant growth in Cloud Infrastructure Services (30%) and Security revenue (11%), leading to increased full-year guidance.
Total revenue reached $1.043 billion, marking a 7% increase year-over-year.
Non-GAAP diluted EPS was $1.73, an increase of 9% compared to the prior year.
Cloud Infrastructure Services revenue grew by an impressive 30% year-over-year to $71 million.
The company increased its financial guidance for both revenue and earnings for the remainder of 2025.
Akamai
Akamai
Akamai Revenue by Segment
Akamai Revenue by Geographic Location
Revenue by Segment
Security Revenue
CapyFin.comDelivery Revenue
CapyFin.comCloud Computing Revenue
CapyFin.comCloud Infrastructure Services Revenue
CapyFin.comRevenue by Geographic Location
U.S. Revenue
CapyFin.comInternational Revenue
CapyFin.com Forward Guidance
Akamai has increased its financial guidance for the third quarter and full year 2025, reflecting confidence in continued growth, particularly in security and cloud computing.
Positive Outlook
- Increased revenue guidance for Q3 2025 to $1.035 billion - $1.050 billion.
- Increased full-year 2025 revenue guidance to $4.135 billion - $4.205 billion.
- Maintained strong non-GAAP operating margin guidance of 28% for Q3 2025 and 29% for full-year 2025.
- Increased non-GAAP EPS guidance for Q3 2025 to $1.62 - $1.66.
- Increased full-year 2025 non-GAAP EPS guidance to $6.60 - $6.80.
Challenges Ahead
- Capex as a percentage of revenue is projected to be 22% for Q3 2025, which is higher than the 21% reported in Q2 2025.
- Non-GAAP operating margin for Q3 2025 is guided at 28%, a slight decrease from the 30% achieved in Q2 2025.
- The guidance for non-GAAP tax rate remains at 19%, indicating no expected tax benefits.
- Shares used in non-GAAP per diluted share calculations are projected to be 145 million for Q3 2025, consistent with current levels.
- The report does not specify any explicit negative forward-looking statements beyond typical business risks.