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Akamai

AKAM Q4 2025 Earnings

Reported Feb 19, 2026 at 4:15 PM ET · SEC Source

Q4 25 EPS

$1.84

BEAT +5.14%

Est. $1.75

Q4 25 Revenue

$1.09B

BEAT +1.65%

Est. $1.08B

vs S&P Since Q4 25

-1.6%

TRAILING MARKET

AKAM +2.9% vs S&P +4.5%

Full Year 2025 Results

FY 25 EPS

$7.12

BEAT +1.12%

Est. $7.04

FY 25 Revenue

$4.21B

BEAT +0.42%

Est. $4.19B

Market Reaction

Did AKAM Beat Earnings? Q4 2025 Results

Akamai Technologies closed out fiscal 2025 on a strong note, delivering a fourth-quarter beat on both revenue and earnings as its cloud and security businesses continued to shoulder more of the company's growth story. Non-GAAP EPS came in at $1.84, a… Read more Akamai Technologies closed out fiscal 2025 on a strong note, delivering a fourth-quarter beat on both revenue and earnings as its cloud and security businesses continued to shoulder more of the company's growth story. Non-GAAP EPS came in at $1.84, ahead of the $1.75 consensus estimate by 5.14%, while revenue of $1.09 billion grew 7.3% year-over-year and edged past the $1.08 billion Wall Street had expected. The primary engine behind the quarter was Cloud Infrastructure Services, which surged 45% year-over-year to $94 million, fueled by growing customer adoption of the Akamai Inference Cloud and rising demand for AI workloads, a trend underscored by a recently announced four-year, $200 million AI compute agreement with a major U.S. Tech company. Security revenue also contributed meaningfully, climbing 11% to $592.36 million. Looking ahead, Akamai guided full-year 2026 revenue of $4.40 billion to $4.55 billion, with non-GAAP EPS of $6.20 to $7.20, reflecting continued investment in cloud infrastructure expansion.

Key Takeaways

  • • Cloud Infrastructure Services revenue grew 45% YoY driven by customer interest in Akamai Inference Cloud and AI workloads
  • • Guardicore Segmentation and API Security revenue grew 36% YoY
  • • Security revenue grew 11% YoY to $592M, representing over half of total revenue
  • • International revenue grew 11% YoY (8% constant currency)
  • • Non-GAAP operating margin held steady at 29% in Q4 and expanded to 30% for full year

AKAM Forward Guidance & Outlook

For Q1 2026, Akamai guided revenue of $1,060M to $1,085M, non-GAAP operating margin of 26-27%, non-GAAP EPS of $1.50 to $1.67, and capex as a percentage of revenue of 23-25%. For full-year 2026, the company guided revenue of $4,400M to $4,550M, non-GAAP operating margin of 26-28%, non-GAAP EPS of $6.20 to $7.20, non-GAAP tax rate of 19%, and capex as a percentage of revenue of 23-26%. The company expects Cloud Infrastructure Services growth to benefit from strong customer interest in its new Akamai Inference Cloud and the overall growth of AI applications and agents.

24/7 Wall St

AKAM YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

AKAM Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25
24/7 Wall St

AKAM Revenue by Geography

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25

“Akamai delivered strong year-end performance, with better-than-expected results on the top and bottom lines. We were particularly pleased to achieve 36% year-over-year revenue growth in Q4 across our Guardicore Segmentation and API Security products, and 45% year-over-year revenue growth for Cloud Infrastructure Services (CIS).”

— Tom Leighton, Q4 2025 Earnings Press Release

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