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
+47.7%
BEATING MARKET
AKAM +57.5% vs S&P +9.8%
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 YoY Financials
Q4 2025 vs Q4 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 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
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
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $1.61 | — | $1.07B | +0.08% |
| 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% |