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Sep 30, 2025
Akamai Q3 2025 Earnings Report
Akamai posted strong financial results in Q3 2025, driven by double-digit growth in security and cloud services.
Key Takeaways
Akamai generated $1.055B in revenue with a solid 5% YoY growth, strong adjusted EBITDA margin of 43%, and robust gains in net income and EPS, reflecting strong performance in security and cloud infrastructure.
Revenue rose to $1.055B, with 10% YoY growth in the security segment.
GAAP net income surged 142% YoY to $140M.
Non-GAAP EPS reached $1.86, a 17% YoY increase.
Cloud Infrastructure Services revenue jumped 39% YoY to $81M.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Akamai expects continued momentum into Q4 2025, supported by cloud and security demand, despite macroeconomic uncertainties.
Positive Outlook
- Projected revenue range of $1.065B–$1.085B for Q4.
- Non-GAAP EPS guidance of $1.65–$1.85.
- Non-GAAP operating margin expected at 28–30%.
- Cloud Infrastructure Services momentum remains strong.
- Capex guidance steady at 16% of revenue.
Challenges Ahead
- Capex remains elevated, impacting free cash flow margin.
- Delivery segment continues to decline YoY.
- Macro headwinds from foreign exchange remain.
- Uncertainty in international markets may affect growth.
- No share repurchases during Q3, despite $800M YTD spend.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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