AKAM Q2 2025 Earnings
Reported Aug 7, 2025 at 4:07 PM ET · SEC Source
Q2 25 EPS
$1.73
BEAT +13.18%
Est. $1.53
Q2 25 Revenue
$1.04B
BEAT +2.23%
Est. $1.02B
vs S&P Since Q2 25
+21.8%
BEATING MARKET
AKAM +34.9% vs S&P +13.1%
Market Reaction
Did AKAM Beat Earnings? Q2 2025 Results
Akamai Technologies delivered a strong second quarter, posting non-GAAP EPS of $1.73 against a consensus estimate of $1.53, a beat of 13.18%, while revenue of $1.04 billion topped expectations by 2.23% and grew 6.5% year over year. The standout drive… Read more Akamai Technologies delivered a strong second quarter, posting non-GAAP EPS of $1.73 against a consensus estimate of $1.53, a beat of 13.18%, while revenue of $1.04 billion topped expectations by 2.23% and grew 6.5% year over year. The standout driver was the company's ongoing pivot away from its legacy delivery business, with Security solutions climbing 11% to $551.91 million and Cloud Infrastructure Services surging 30% to $71.00 million, a growth rate management expects to accelerate through the rest of 2025. GAAP net income fell 21% to $103.62 million, pressured by higher stock-based compensation, amortization, and a rising tax rate, though non-GAAP operating margin still expanded one point to 30%. The quarter also featured aggressive capital allocation, with $300 million in share repurchases alongside a significant convertible note refinancing that lifted total convertible debt to $4.10 billion. Akamai raised its full-year revenue outlook to $4.13 billion to $4.21 billion and non-GAAP EPS guidance to $6.60 to $6.80, with management pointing to AI-driven demand as a meaningful tailwind heading into the back half of the year.
Key Takeaways
- • Security solutions revenue grew 11% YoY to $552 million
- • Cloud Infrastructure Services grew 30% YoY to $71 million
- • Cloud computing revenue grew 13% YoY to $171 million
- • Non-GAAP operating margin expanded to 30%, up 1 percentage point YoY
- • International revenue grew 10% YoY to $516 million
AKAM YoY Financials
Q2 2025 vs Q2 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 reported excellent results in the second quarter, highlighted by outperformance in both revenue and profitability. Building on our solid momentum from the first two quarters, we are increasing our guidance for revenue and earnings for the remainder of the year, while continuing to invest in key growth areas of security and cloud computing. These investments are paying off — our Cloud Infrastructure Services grew 30% year-over-year — and we expect that rate to accelerate through the remainder of the year.”
— Tom Leighton, Q2 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% |