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Dec 31, 2025
Akamai Q4 2025 Earnings Report
Akamai Technologies reported strong fourth quarter and full-year 2025 financial results, exceeding expectations on both revenue and earnings.
Key Takeaways
Akamai Technologies delivered robust financial performance in Q4 2025, with revenue reaching $1.095 billion, a 7% year-over-year increase. The company also reported a GAAP EPS of $0.58 and a non-GAAP EPS of $1.84, reflecting strong growth in Cloud Infrastructure Services and Security segments.
Fourth quarter revenue increased by 7% year-over-year to $1.095 billion, or 6% when adjusted for foreign exchange.
Cloud Infrastructure Services revenue grew by 45% year-over-year to $94 million, or 44% when adjusted for foreign exchange.
Security revenue increased by 11% year-over-year to $592 million, or 9% when adjusted for foreign exchange, with Guardicore Segmentation and API Security revenue up 36% year-over-year.
Non-GAAP net income per diluted share rose by 11% year-over-year to $1.84, or when adjusted for foreign exchange.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Akamai Technologies provided financial guidance for the first quarter and full year 2026, anticipating continued growth in revenue and non-GAAP net income per diluted share.
Positive Outlook
- Projected Q1 2026 revenue between $1.060 billion and $1.085 billion.
- Projected FY 2026 revenue between $4.400 billion and $4.550 billion.
- Anticipated Q1 2026 non-GAAP net income per diluted share between $1.50 and $1.67.
- Anticipated FY 2026 non-GAAP net income per diluted share between $6.20 and $7.20.
- Non-GAAP operating margin expected to be 26-27% for Q1 2026 and 26-28% for FY 2026.
Challenges Ahead
- Guidance is provided on a non-GAAP basis and cannot be reconciled to GAAP measures without unreasonable effort due to unpredictability of certain items.
- Stock-based compensation is unpredictable and can fluctuate significantly based on future performance targets.
- Amortization of intangible assets, acquisition-related costs, and restructuring costs are impacted by timing and size of potential future actions, making them difficult to predict.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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