AKAMAI TECHNOLOGIES (AKAM) Company Report

Revenue of $1.055 billion (up 5% yoy) and non-GAAP EPS of $1.86 (up 17% yoy) in Q3 2025.
Cloud Infrastructure Services revenue accelerated to $81 million (up 39% yoy) and security revenue reached $568 million (up 10% yoy), while delivery revenue declined 4% yoy.
Q4 2025 guidance calls for revenue of $1.065–$1.085 billion, non-GAAP EPS of $1.65–$1.85, and full-year EPS of $6.93–$7.13 with 4–5% constant-currency revenue growth.
Launched Akamai Inference Cloud with 17 global locations to support low-latency AI inference at the edge.

Nov 6, 2025, 9:30 PM

Transcript

Akamai reports Q3 2025 results

AKAM

Earnings

Guidance Update

Product Launch

Akamai delivered $1.055 billion in Q3 2025 revenue, up 5% year-over-year (4% in constant currency), with non-GAAP EPS of $1.86, a 17% increase y-o-y.
Compute revenue was $180 million (+8% y-o-y), including CIS at $81 million (+39%); security revenue reached $568 million (+10%), with high-growth security products at $77 million (+35%); delivery revenue was $306 million (–4%).
Q4 guidance targets revenue of $1.065–$1.085 billion (up 4%–6% y-o-y) and non-GAAP EPS of $1.65–$1.85, with full-year EPS guidance of $6.93–$7.13.
Launched Akamai Inference Cloud with 17 global locations in partnership with NVIDIA to support distributed AI inference at the edge.

Nov 6, 2025, 9:30 PM

Transcript

Akamai reports Q3 2025 results

AKAM

Earnings

Product Launch

Guidance Update

Akamai reported Q3 2025 revenue of $1.055 billion, up 5% year-over-year, and non-GAAP EPS of $1.86, up 17% YoY.
Compute revenue totaled $180 million (+8% YoY), with Cloud Infrastructure Services at $81 million (+39% YoY), while security revenue was $568 million (+10% YoY), and high-growth security products grew 35%.
The company launched Akamai Inference Cloud, in partnership with NVIDIA to deploy Blackwell GPUs across 17 edge locations for distributed AI inference worldwide.
Q4 guidance: revenue of $1.065–1.085 billion (up 4–6% YoY), non-GAAP EPS of $1.65–1.85; full-year 2025 revenue growth of 4–5% in constant currency and EPS of $6.93–7.13.

Nov 6, 2025, 9:30 PM

Transcript

Akamai reports Q3 2025 results

AKAM

Earnings

Guidance Update

Product Launch

Third quarter revenue was $1.055 billion, up 5% year-over-year, driven by 39% growth in Cloud Infrastructure Services revenue of $81 million.
GAAP EPS was $0.97, up 155%, and non-GAAP EPS was $1.86, up 17% year-over-year.
Launched Akamai Inference Cloud, powered by NVIDIA AI infrastructure to enable AI at the edge.
Q4 2025 revenue guidance is $1.065 billion to $1.085 billion, with full-year guidance of $4.178 billion to $4.198 billion.
Spent $800 million to repurchase 10.0 million shares in the first nine months of 2025; cash and equivalents were $1.813 billion as of September 30, 2025.

Nov 6, 2025, 9:03 PM

8-K

Akamai reports Q3 2025 results

AKAM

Earnings

Guidance Update

Revenue was $1.055 billion, up 5% year-over-year (4% constant currency).
GAAP diluted EPS of $0.97, up 155% y/y; non-GAAP EPS of $1.86, up 17% y/y.
Cloud Infrastructure Services revenue reached $81 million, up 39% y/y.
GAAP operating margin improved to 16% (+9 pts y/y); non-GAAP operating margin was 31% (+2 pts y/y).
Guidance for Q4 revenue of $1.065–$1.085 billion and full-year 2025 revenue of $4.178–$4.198 billion.

Nov 6, 2025, 9:01 PM

Press Release

Akamai Inference Cloud Gains Early Traction

AKAM

Product Launch

Akamai reports strong early demand for Akamai Inference Cloud one week after its debut at NVIDIA GTC in Washington, DC.
The platform extends AI inference from core data centers to the edge, offering low-latency, real-time processing on NVIDIA Blackwell infrastructure.
Initial use cases include ultra-high-resolution 8K video workflows (Harmonic), live multi-camera sports production (Monks), personalized recommendation engines, context-aware gaming chatbots, and AI-powered consumer products.
Akamai executives highlight the strategic importance of distributing inference to the edge for real-time AI-driven decision making.

Nov 5, 2025, 6:00 PM

Press Release

Akamai warns of 300% surge in AI bot traffic threatening web business models

AKAM

AI bot traffic soared by 300% year-over-year, now making up nearly 1% of all bot traffic on Akamai’s platform.
The commerce sector saw over 25 billion AI-driven requests in two months, while the publishing industry accounted for 63% of AI bot triggers.
Malicious bots such as FraudGPT, WormGPT, and ad/return fraud bots are increasing costs, degrading performance, and corrupting analytics, undermining ad revenues and digital operations.
The report recommends adopting the OWASP Top 10 frameworks for web applications, APIs, and LLMs to map vulnerabilities to fraud risk tolerance and prioritize defenses.

Nov 4, 2025, 11:28 AM

Press Release

Akamai’s Universal DDI surpasses 200 customers, adds new integrations

AKAM

Product Launch

Revenue Acceleration/Inflection

Infoblox Universal DDI has been adopted by more than 200 organizations, including Fortune 500 companies, within one year of launch.
The platform simplifies hybrid and multi-cloud operations with integrations across Akamai, Cloudflare, Google Cloud and Microsoft.
New capabilities include Microsoft DNS & DHCP management, Google Cloud IPAM integration, unified external DNS with Akamai and Cloudflare, and AI-powered network risk analysis.
Nordstrom reports a 30% improvement in operational performance and supports 6,000 internal DNS queries per second after deploying Universal DDI.

Nov 3, 2025, 2:00 PM

Press Release

Akamai launches Inference Cloud platform with NVIDIA

AKAM

Product Launch

New Projects/Investments

Akamai introduced Akamai Inference Cloud, a new platform that extends AI inference from core data centers to the internet edge using NVIDIA Blackwell infrastructure.
The service delivers low-latency, real-time edge AI processing across Akamai’s global network of 4,200 locations, empowering agentic and Physical AI applications.
Built on NVIDIA RTX PRO 6000 Blackwell GPUs, BlueField DPUs, and NVIDIA AI Enterprise software, the platform integrates with Akamai’s distributed cloud computing architecture.
Availability begins with 20 initial locations worldwide, with plans for an expanded rollout to scale edge AI performance and security.

Oct 28, 2025, 8:07 PM

8-K

Akamai launches Inference Cloud to bring AI inference to the edge

AKAM

Product Launch

New Projects/Investments

Akamai Inference Cloud launched to extend AI inference from core data centers to the internet edge, leveraging NVIDIA Blackwell AI infrastructure.
Platform combines NVIDIA RTX PRO 6000 Blackwell GPUs, BlueField-3 DPUs, and AI Enterprise software with Akamai’s 4,200+ edge locations for low-latency, scalable AI processing.
Targets agentic AI use cases (smart commerce agents, fraud detection, secure payments) by delivering real-time, multi-step inferences at edge nodes.
Enables real-time Physical AI (autonomous vehicles, industrial robots) with millisecond-precision decision-making; available in 20 initial locations with further rollout planned.

Oct 28, 2025, 5:57 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for AKAMAI TECHNOLOGIES.

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