Earnings summaries and quarterly performance for AKAMAI TECHNOLOGIES.
Executive leadership at AKAMAI TECHNOLOGIES.
Tom Leighton
Detailed
Chief Executive Officer
CEO
AA
Aaron Ahola
Detailed
Executive Vice President, General Counsel and Corporate Secretary
AK
Adam Karon
Detailed
Chief Operating Officer and General Manager, Cloud Technology Group
AW
Anthony Williams
Detailed
Executive Vice President and Chief Human Resources Officer
EM
Edward McGowan
Detailed
Executive Vice President and Chief Financial Officer
KS
Kim Salem-Jackson
Detailed
Executive Vice President and Chief Marketing Officer
MS
Mani Sundaram
Detailed
Executive Vice President and General Manager, Security Technology Group
PJ
Paul Joseph
Detailed
Executive Vice President, Global Sales and Services
RB
Robert Blumofe
Detailed
Executive Vice President and Chief Technology Officer
Board of directors at AKAMAI TECHNOLOGIES.
BB
Bas Burger
Detailed
Director
BV
Ben Verwaayen
Detailed
Director
DH
Dan Hesse
Detailed
Chair of the Board
JA
Janaki Akella
Detailed
Director
JM
Jonathan Miller
Detailed
Director
MR
Madhu Ranganathan
Detailed
Director
MB
Marianne Brown
Detailed
Director
MF
Monte Ford
Detailed
Director
SB
Sharon Bowen
Detailed
Director
TK
Tom Killalea
Detailed
Director
Research analysts who have asked questions during AKAMAI TECHNOLOGIES earnings calls.
JH
Jonathan Ho
William Blair & Company
5 questions for AKAM
Also covers: ALLT, AXON, CHKP +16 more
Fatima Boolani
Citi
4 questions for AKAM
Also covers: AVPT, CHKP, CRWD +16 more
John DiFucci
Guggenheim Securities
4 questions for AKAM
Also covers: ARM, CHKP, CRWD +13 more
Rishi Jaluria
RBC Capital Markets
4 questions for AKAM
Also covers: BOX, COUR, CWAN +21 more
RK
Rudy Kessinger
D.A. Davidson & Co.
4 questions for AKAM
Also covers: AVPT, BASE, CFLT +12 more
FL
Frank Louthan
Raymond James
3 questions for AKAM
Also covers: ATUS, CABO, CCOI +15 more
MC
Mike Cikos
Needham & Company, LLC
3 questions for AKAM
Also covers: BASE, BLZE, CFLT +22 more
PC
Patrick Colville
Scotiabank
3 questions for AKAM
Also covers: CHKP, CRWD, DDOG +16 more
RB
Roger Boyd
UBS
3 questions for AKAM
Also covers: CHKP, CRWD, CYBR +10 more
AD
Aidan Daniels
KeyBanc Capital Markets
2 questions for AKAM
Amit Daryanani
Evercore
2 questions for AKAM
Also covers: AAPL, ANET, APH +24 more
AV
Arti Vula
JPMorgan Chase & Co.
2 questions for AKAM
Also covers: BIGC, DOCU, DV +3 more
James Fish
Piper Sandler Companies
2 questions for AKAM
Also covers: ANET, AXON, BAND +17 more
MM
Mark Murphy
JPMorgan Chase & Co.
2 questions for AKAM
Also covers: ADBE, CFLT, CRM +24 more
Sanjit Singh
Morgan Stanley
2 questions for AKAM
Also covers: APPN, BASE, CFLT +15 more
WP
William Power
Baird
2 questions for AKAM
Also covers: AXON, BAND, DOCU +9 more
WP
Will Power
Robert W. Baird & Co.
2 questions for AKAM
Also covers: AXON, BAND, DT +1 more
AM
Andres Miranda Lopez
D.A. Davidson & Co.
1 question for AKAM
Also covers: BASE, TENB
Daniel Hibshman
Craig-Hallum Capital Group LLC
1 question for AKAM
Also covers: BKSY, CRNC, EGAN +9 more
JA
Jackson Ader
KeyBanc Capital Markets
1 question for AKAM
Also covers: AMPL, ASAN, CXM +15 more
Jeff Van Rhee
Craig-Hallum Capital Group LLC
1 question for AKAM
Also covers: ALKT, ASUR, BKSY +18 more
JE
Jonathan Eisenson
Morgan Stanley
1 question for AKAM
Also covers: JAMF
KF
Kate Fitzsimons
Piper Sandler
1 question for AKAM
KK
Kevin Kumar
Goldman Sachs
1 question for AKAM
Also covers: DCBO, GWRE, SPNS
LV
Lawrence Vensko
Guggenheim Securities
1 question for AKAM
Also covers: PRGS
MB
Madeline Brooks
Bank of America
1 question for AKAM
Also covers: CYBR, FSLY, OKTA +3 more
MD
Matt Dizort
Needham & Company, LLC
1 question for AKAM
R
Rob
Raymond James
1 question for AKAM
Robert Palmisano
Raymond James
1 question for AKAM
Also covers: ATUS, FYBR, RXT +3 more
SV
Sagar Vachhani
Scotiabank
1 question for AKAM
VH
Vijay Homan
Craig-Hallum Capital Group
1 question for AKAM
Recent press releases and 8-K filings for AKAM.
Akamai reports Q4 2025 results
AKAM
Earnings
Product Launch
Guidance Update
- In Q4 2025, revenue was $1.095 billion, up 7% year-over-year (6% in constant currency), with non-GAAP EPS of $1.84, up 11% Y/Y.
- Cloud infrastructure services (CIS) revenue grew 45% Y/Y to $94 million, contributing to total compute revenue of $191 million, up 14% Y/Y amid AI inference demand.
- Security revenue reached $592 million, up 11% Y/Y, with API Security and Zero Trust combining for $90 million, up 36% Y/Y and API Security run-rate exceeding $100 million.
- Akamai launched Akamai Inference Cloud, securing a four-year, $200 million commitment from a major U.S. tech company and planning further capacity investments.
- For 2026, Akamai forecasts revenue of $4.4 billion–$4.5 billion (up 5%–8% Y/Y), CIS growth of 45%–50%, non-GAAP operating margin of 26%–28%, and CapEx at 23%–26% of revenue.
Feb 19, 2026, 9:30 PM
Akamai announces Q4 2025 results
AKAM
Earnings
Guidance Update
New Projects/Investments
- Akamai delivered Q4 revenue of $1.095 billion, up 7% year-over-year, and non-GAAP EPS of $1.84, up 11%.
- Cloud Infrastructure Services (CIS) revenue was $94 million, up 45% YoY; launched Inference Cloud and secured a $200 million, 4-year CIS commitment with a major U.S. tech customer.
- Security revenue reached $592 million, up 11% YoY; API & Zero Trust revenue was $90 million, up 36% YoY, with API security exiting the year at a >$100 million run rate.
- Q4 CapEx totaled $154 million (14% of revenue); 2026 CapEx is guided at 23–26% of revenue, including ~$250 million for AI Inference Cloud expansion.
- 2026 guidance: revenue of $4.4–4.5 billion (+5–8% YoY), CIS growth of 45–50%, and Q1 EPS of $1.50–1.67.
Feb 19, 2026, 9:30 PM
Akamai reports Q4 2025 results and provides 2026 guidance
AKAM
Earnings
Guidance Update
New Projects/Investments
- Q4 revenue of $1.095 billion, up 7% year-over-year (6% constant currency); non-GAAP EPS of $1.84, up 11% year-over-year.
- Cloud Infrastructure Services (CIS) revenue of $94 million, up 45% year-over-year and representing ~50% of total compute revenue, accelerating from 39% growth in Q3.
- Signed a four-year, $200 million commitment for CIS with a major U.S. technology company, with revenue recognition starting in Q4 2026.
- Q1 2026 guidance: revenue of $1.06–$1.085 billion; FY 2026 guidance: revenue of $4.4–$4.5 billion, with CIS growth of 45–50% and security growth in the high single digits.
- Q4 CapEx of $154 million (14% of revenue); FY 2026 CapEx expected at 23–26% of revenue, including $250 million for AI Inference Cloud expansion and $200 million for hardware cost inflation.
Feb 19, 2026, 9:30 PM
Akamai reports Q4 2025 and full-year 2025 results
AKAM
Earnings
Revenue Acceleration/Inflection
- Revenue: Q4 2025 of $1.095 B, up 7% YoY; full-year 2025 of $4.208 B, up 5% YoY.
- Cloud Infrastructure Services: Q4 2025 revenue of $94 M, up 45% YoY; full-year 2025 of $314 M, up 36% YoY.
- Security: Q4 2025 security revenue of $592 M, up 11% YoY; Q4 Guardicore Segmentation & API Security revenue of $90 M, up 36% YoY.
- Earnings: Q4 2025 GAAP diluted EPS of $0.58, down 36% YoY; non-GAAP diluted EPS of $1.84, up 11% YoY.
Feb 19, 2026, 9:15 PM
Akamai Technologies–backed IO River raises $20 million Series A to accelerate Multi-Edge adoption
AKAM
New Projects/Investments
- IO River secured a $20 million Series A funding round led by Venture Guides and New Era, with participation from S Capital and private investors Ofir Ehrlich and Pavel Gurvich.
- The proceeds will fuel IO River’s Multi-Edge platform, which decouples edge infrastructure from add-on services, unbundling legacy CDN offerings from providers like Akamai, Cloudflare and Fastly.
- IO River’s neutral virtual layer manages configuration, AI-based traffic steering and observability across multiple edge providers, handling over 200 PB of traffic per month and simplifying multi-edge deployments for enterprises.
- Recent outages at AWS, Cloudflare and Azure underscore single-provider risks; IO River democratizes resilient, cost-efficient multi-edge architectures for businesses of all sizes.
Jan 14, 2026, 1:00 PM
Akamai partners with Visa to secure agent-based commerce
AKAM
Product Launch
- Akamai and Visa announced a strategic partnership to integrate Visa’s Trusted Agent Protocol with Akamai’s edge-based behavioral intelligence and user recognition to authenticate AI shopping agents and prevent fraud in agent-driven transactions.
- The collaboration helps merchants clearly identify legitimate AI agents, reliably link each agent to its consumer, and secure payment flows with real-time behavior and network intelligence to thwart malicious bots.
- The Trusted Agent Protocol is designed for minimal infrastructure changes and will scale across 175 million Visa-accepting merchant locations worldwide, facilitating secure and seamless AI-agent-enabled transactions.
- According to Akamai’s 2025 Digital Fraud and Abuse Report, AI-driven bot traffic surged 300 % year-over-year, with over 25 billion retail-sector bot requests in two months, underscoring the urgency for robust agent authentication.
Dec 17, 2025, 4:57 PM
Akamai announces collaboration with Visa on agent commerce security
AKAM
Product Launch
New Projects/Investments
- Akamai and Visa partner to integrate Visa’s Trusted Agent Protocol with Akamai Cloud security, aiming to authenticate AI shopping agents and prevent fraud in agentic commerce
- The collaboration leverages behavioral intelligence, user recognition and edge-based bot protection to provide merchants with identity, authentication and anti-fraud controls for digital storefronts
Dec 17, 2025, 4:57 PM
Akamai announces collaboration with Visa to secure agentic commerce
AKAM
Product Launch
New Projects/Investments
- Akamai Technologies and Visa Inc. are integrating Visa’s Trusted Agent Protocol with Akamai’s edge-based behavioral intelligence, user recognition, and bot protection to enhance security for AI-driven commerce.
- The solution enables merchants to authenticate AI agents, distinguish them from malicious bots, and link each agent to its underlying user through real-time behavioral and network intelligence.
- Trusted Agent Protocol support across Akamai’s distributed cloud platform facilitates secure, predictable payment interactions at 175 million Visa merchant locations with minimal infrastructure and UX changes.
Dec 17, 2025, 12:00 PM
Akamai and Visa bolster security for AI-driven commerce
AKAM
Product Launch
- Integration of Visa’s Trusted Agent Protocol with Akamai’s edge-based behavioral intelligence to authenticate AI shopping agents and prevent fraud in agentic commerce
- Addresses surge in AI bot activity, with a 300% increase in AI-powered bot traffic and over 25 billion AI bot requests in two months, per Akamai’s 2025 Digital Fraud and Abuse Report
- Enables merchants to verify agent intent, link agents to underlying users, and secure payment flows across 175 million Visa-accepting locations globally
Dec 17, 2025, 12:00 PM
Akamai launches Inference Cloud and outlines growth strategy
AKAM
Product Launch
Revenue Acceleration/Inflection
- Akamai Inference Cloud launched through a partnership with NVIDIA to deploy lighter-weight GPUs (e.g., RTX 6000) at edge locations for real-time GenAI inferencing, leveraging Akamai’s distributed platform for low latency and scalability.
- Cloud Infrastructure Services (CIS) accelerated in Q3 2025, driven by hyperscaler customers and broader enterprise adoption; integration of Linode has enabled expansion to over 36 full-stack compute locations and plans for serverless container deployment at the edge.
- Security remains a core investment, targeting ~10% ARR growth inclusive of M&A; API Security (Noname) surpassed a $100 million run rate and Guardicore segmentation is growing at 30–35% ARR, both opening new customer segments beyond traditional CDN/WAF clients.
- Delivery business is stabilizing after industry consolidation, with revenue declining low- to mid-single digits and CapEx trimmed by about 50%; Akamai aims to halt the decline and leverage the segment for cash flow generation.
Dec 9, 2025, 11:30 AM
Quarterly earnings call transcripts for AKAMAI TECHNOLOGIES.
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