AKAM Q3 2025 Earnings
Reported Nov 6, 2025 at 4:03 PM ET · SEC Source
Q3 25 EPS
$1.86
BEAT +13.71%
Est. $1.64
Q3 25 Revenue
$1.05B
BEAT +1.03%
Est. $1.04B
vs S&P Since Q3 25
+25.7%
BEATING MARKET
AKAM +33.1% vs S&P +7.4%
Market Reaction
Did AKAM Beat Earnings? Q3 2025 Results
Akamai Technologies delivered a convincing beat in Q3 2025, posting non-GAAP EPS of $1.86 against a consensus estimate of $1.64, a 13.71% positive surprise, as revenue climbed 5% year-over-year to $1.05 billion, edging past the $1.04 billion analyst … Read more Akamai Technologies delivered a convincing beat in Q3 2025, posting non-GAAP EPS of $1.86 against a consensus estimate of $1.64, a 13.71% positive surprise, as revenue climbed 5% year-over-year to $1.05 billion, edging past the $1.04 billion analyst estimate. The headline driver was the company's Cloud Infrastructure Services segment, which surged 39% year-over-year to $81 million, anchoring broader cloud computing revenue of $179.70 million and reinforcing Akamai's strategic push beyond its legacy delivery business. Security solutions remained the largest contributor at $568.44 million, up 10% year-over-year, while the Delivery segment continued its structural decline, falling 4% to $306.50 million. Non-GAAP operating margin expanded 2 percentage points to 31%, reflecting improved operating leverage as the company scales its cloud platform. Akamai shares gained over 4% in trading following the results, a contrast to the kind of post-earnings pressure seen elsewhere in the tech sector. Looking ahead, management guided Q4 revenue of $1.06 billion to $1.08 billion with non-GAAP EPS of $1.65 to $1.85, and full-year 2025 revenue of $4.18 billion to $4.20 billion.
Key Takeaways
- • Continued success of high-growth security products
- • Cloud Infrastructure Services revenue growth accelerated to 39% year-over-year
- • Non-GAAP operating margin expanded 2 percentage points year-over-year to 31%
- • International revenue grew 9% year-over-year, outpacing U.S. growth
- • Absence of $82 million restructuring charge from Q3 2024 significantly boosted GAAP income comparisons
AKAM YoY Financials
Q3 2025 vs Q3 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 strong quarter, with solid top-line performance and excellent bottom-line results – highlighted by outperformance on margins and significant year-over-year EPS growth. We were particularly pleased by the continued success of our high-growth security products and the momentum in Cloud Infrastructure Services, where revenue growth accelerated to 39% year-over-year.”
— Tom Leighton, Q3 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% |