AKAM Q1 2025 Earnings
Reported May 8, 2025 at 4:04 PM ET · SEC Source
Q1 25 EPS
$1.70
BEAT +8.58%
Est. $1.57
Q1 25 Revenue
$1.02B
BEAT +0.40%
Est. $1.01B
vs S&P Since Q1 25
-4.0%
TRAILING MARKET
AKAM +23.7% vs S&P +27.7%
Market Reaction
Did AKAM Beat Earnings? Q1 2025 Results
Akamai Technologies delivered a clean beat to open 2025, posting first-quarter revenue of $1.02 billion, up 2.9% year-over-year, and non-GAAP EPS of $1.70, which cleared the $1.57 consensus estimate by 8.58%, as the company's ongoing pivot away from … Read more Akamai Technologies delivered a clean beat to open 2025, posting first-quarter revenue of $1.02 billion, up 2.9% year-over-year, and non-GAAP EPS of $1.70, which cleared the $1.57 consensus estimate by 8.58%, as the company's ongoing pivot away from its legacy delivery business continued to reshape its financial profile. The clearest driver behind the earnings strength was momentum in security and cloud computing, which together now account for 69% of total revenue and grew 10% combined year-over-year; security revenue reached $530.70 million, up 8%, while cloud computing climbed 14% to $165.46 million, more than offsetting a 9% structural decline in the legacy delivery segment. The company also completed the migration of customers acquired from bankrupt CDN firm Edgio, securing a $16 million commitment from those accounts over the next three years, adding a modest but tangible tailwind. Capital expenditures rose sharply to 22% of revenue as cloud infrastructure investment accelerated. Looking ahead, Akamai guided Q2 revenue of $1.01 billion to $1.03 billion and full-year 2025 revenue of $4.05 billion to $4.20 billion, with full-year non-GAAP EPS of $6.10 to $6.40.
Key Takeaways
- • Security and cloud computing revenue combined grew 10% YoY, representing 69% of total revenue
- • Strong momentum in segmentation, API security, and cloud solutions
- • Cloud computing grew 14% YoY (15% constant currency)
- • Security grew 8% YoY (10% constant currency)
AKAM YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
AKAM Revenue by Segment
With YoY comparisons, source: SEC Filings
AKAM Revenue by Geography
With YoY comparisons, source: SEC Filings
“Akamai delivered a solid start to the year with our results meeting or exceeding expectations. We were particularly pleased with the continued momentum of our fast-growing segmentation, API security and cloud solutions. Looking ahead, we remain focused on driving profitable growth that powers our transformation into a leading cybersecurity and cloud computing company.”
— Tom Leighton, Q1 2025 Earnings Press Release
AKAM Earnings Trends
AKAM vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
AKAM EPS Trend
Earnings per share: estimate vs actual
AKAM Revenue Trend
Quarterly revenue: estimate vs actual
AKAM Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 25 BEAT FY | $1.75 | $1.84 | +5.14% | $1.09B | +1.65% |
| FY Full Year | $7.04 | $7.12 | +1.12% | $4.21B | +0.42% |
| Q3 25 BEAT | $1.64 | $1.86 | +13.71% | $1.05B | +1.03% |
| Q2 25 BEAT | $1.53 | $1.73 | +13.18% | $1.04B | +2.23% |
| Q1 25 BEAT | $1.57 | $1.70 | +8.58% | $1.02B | +0.40% |