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PR Newswire | 07. August 2025, 16:01

AKAMAI REPORTS SECOND QUARTER 2025 FINANCIAL RESULTS

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Akamai Technologies Inc 73,90 €

-0,63%

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CAMBRIDGE, Mass., Aug. 7, 2025

Second quarter revenue of $1.043 billion, up 7% year-over-year and up 6% when adjusted for foreign exchange*

Cloud Infrastructure Services** revenue of $71 million, up 30% year-over-year and up 29% when adjusted for foreign exchange*

GAAP net income per diluted share of $0.71, down 17% year-over-year and down 18% when adjusted for foreign exchange*, and non-GAAP net income per diluted share* of $1.73, up 9% year-over-year and when adjusted for foreign exchange*

CAMBRIDGE, Mass., Aug. 7, 2025 /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today reported financial results for the second quarter ended June 30, 2025.

"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," said Dr. Tom Leighton, Akamai's Chief Executive Officer. "Looking ahead, we are entering an era where AI is driving decisions, shaping experiences and powering operations, providing a strong tailwind for Akamai as we help businesses maximize their AI investments by ensuring every AI interaction is intuitive, instant and secure."

Akamai delivered the following results for the second quarter ended June 30, 2025:

Revenue: Revenue was $1.043 billion, a 7% increase over second quarter 2024 revenue of $980 million and a 6% increase when adjusted for foreign exchange.*

Revenue by solution:

Security revenue was $552 million, up 11% year-over-year and up 10% when adjusted for foreign exchange*
Delivery revenue was $320 million, down 3% year-over-year and down 4% when adjusted for foreign exchange*
Cloud computing revenue was $171 million, up 13% year-over-year and up 13% when adjusted for foreign exchange*
- Cloud Infrastructure Services** revenue of $71 million, up 30% year-over-year and up 29% when adjusted for foreign exchange*

Revenue by geography:

U.S. revenue was $528 million, up 4% year-over-year
International revenue was $516 million, up 10% year-over-year and up 8% when adjusted for foreign exchange*

Income from operations: GAAP income from operations was $151 million, a 2% increase from second quarter 2024. GAAP operating margin for the second quarter was 15%, flat from the same period last year.

Non-GAAP income from operations* was $309 million, a 10% increase from second quarter 2024. Non-GAAP operating margin* for the second quarter was 30%, up 1 percentage point from the same period last year.

Net income: GAAP net income was $104 million, a 21% decrease from second quarter 2024. Non-GAAP net income* was $251 million, up 4% from second quarter 2024.

EPS: GAAP net income per diluted share was $0.71, a 17% decrease from second quarter 2024 and an 18% decrease when adjusted for foreign exchange.* Non-GAAP net income per diluted share* was $1.73, a 9% increase from second quarter 2024 and when adjusted for foreign exchange.*

Adjusted EBITDA*: Adjusted EBITDA* was $444 million, a 9% increase from second quarter 2024.

Supplemental cash information: Cash from operations for the second quarter of 2025 was $459 million, or 44% of revenue. Cash, cash equivalents and marketable securities was $1.558 billion as of June 30, 2025.

Share repurchases: The Company spent $300 million in the second quarter of 2025 to repurchase 3.9 million shares of its common stock at an average price of $77.51 per share. The Company had 143 million shares of common stock outstanding as of June 30, 2025.

Financial guidance:

The Company reports the following financial guidance for the third quarter and full year 2025:

	Three Months Ending September 30, 2025		Year Ending December 31, 2025
	Low End	High End	Low End	High End
Revenue (in millions)	$ 1,035	$ 1,050	$ 4,135	$ 4,205
Non-GAAP operating margin *	28 %	28 %	29 %	29 %
Non-GAAP net income per diluted share *	$ 1.62	$ 1.66	$ 6.60	$ 6.80
Non-GAAP tax rate*	19 %	19 %	19 %	19 %
Shares used in non-GAAP per diluted share calculations * (in millions)	145	145	147	147
Capex as a percentage of revenue *	22 %	22 %	20 %	20 %

The guidance that is provided on a non-GAAP basis cannot be reconciled to the closest GAAP measures without unreasonable effort because of the unpredictability of the amounts and timing of events affecting the items Akamai excludes from non-GAAP measures. For example, stock-based compensation is unpredictable for Akamai's performance-based awards, which can fluctuate significantly based on current expectations of the future achievement of performance-based targets. Amortization of intangible assets, acquisition-related costs and restructuring costs are all impacted by the timing and size of potential future actions, which are difficult to predict. In addition, from time to time, Akamai excludes certain items that occur infrequently, which are also inherently difficult to predict and estimate. It is also difficult to predict the tax effect of the items Akamai excludes and to estimate certain discrete tax items, such as the resolution of tax audits or changes to tax laws. As such, the costs that are being excluded from non-GAAP guidance are difficult to predict and a reconciliation or a range of results could lead to disclosure that would be imprecise or potentially misleading. Material changes to any one of the exclusions could have a significant effect on our guidance and future GAAP results.

*	See Use of Non-GAAP Financial Measures below for definitions
**	Cloud Infrastructure Services consist of the compute and storage solutions based on Linode, along with our EdgeWorkers product and the partner solutions running on our cloud platform

Quarterly Conference Call
Akamai will host a conference call today at 4:30 p.m. ET that can be accessed through 1-833-634-5020 (or 1-412-902-4238 for international calls) and using passcode Akamai Technologies call. A live webcast of the call may be accessed at www.akamai.com in the Investor Relations section. In addition, a replay of the call will be available for two weeks following the conference by calling 1-877-344-7529 (or 1-412-317-0088 for international calls) and using passcode 6719927. The archived webcast of this event may be accessed through the Akamai website.

About Akamai
Akamai is the cybersecurity and cloud computing company that powers and protects business online. Our market-leading security solutions, superior threat intelligence and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. Akamai's full-stack cloud computing solutions deliver performance and affordability on the world's most distributed platform. Global enterprises trust Akamai to provide the industry-leading reliability, scale and expertise they need to grow their business with confidence. Learn more at akamai.com and akamai.com/blog, or follow Akamai Technologies on X and LinkedIn.

AKAMAI TECHNOLOGIES, INC. CONDENSED CONSOLIDATED BALANCE SHEETS

(in thousands)	June 30, 2025	December 31, 2024
ASSETS
Current assets:
Cash and cash equivalents	$ 850,302	$ 517,707
Marketable securities	116,322	1,078,876
Accounts receivable, net	779,165	727,687
Prepaid expenses and other current assets	288,038	253,827
Total current assets	2,033,827	2,578,097
Marketable securities	591,249	275,592
Property and equipment, net	2,213,629	1,995,071
Operating lease right-of-use assets	1,063,348	1,006,738
Acquired intangible assets, net	675,217	727,585
Goodwill	3,170,024	3,151,077
Deferred income tax assets	597,015	483,249
Other assets	191,826	151,376
Total assets	$ 10,536,135	$ 10,368,785
LIABILITIES AND STOCKHOLDERS' EQUITY
Current liabilities:
Accounts payable	$ 146,617	$ 130,447
Accrued expenses	272,144	370,888
Deferred revenue	179,761	149,222
Convertible senior notes	—	1,149,116
Operating lease liabilities	271,500	259,134
Other current liabilities	10,497	32,516
Total current liabilities	880,519	2,091,323
Deferred revenue	25,301	26,314
Deferred income tax liabilities	23,378	16,066
Convertible senior notes	4,100,977	2,396,695
Operating lease liabilities	898,638	829,660
Other liabilities	139,814	130,370
Total liabilities	6,068,627	5,490,428
Total stockholders' equity	4,467,508	4,878,357
Total liabilities and stockholders' equity	$ 10,536,135	$ 10,368,785

AKAMAI TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF INCOME

	Three Months Ended			Six Months Ended
(in thousands, except per share data)	June 30, 2025	March 31, 2025	June 30, 2024	June 30, 2025	June 30, 2024
Revenue	$ 1,043,494	$ 1,015,139	$ 979,580	$ 2,058,633	$ 1,966,550
Costs and operating expenses:
Cost of revenue ^{(1) (2)}	426,535	418,945	402,888	845,480	797,631
Research and development ⁽¹⁾	125,838	123,549	113,352	249,387	230,284
Sales and marketing ⁽¹⁾	146,239	134,131	139,039	280,370	273,609
General and administrative ^{(1) (2)}	162,597	155,933	153,854	318,530	306,284
Amortization of acquired intangible assets	27,721	27,637	21,076	55,358	42,099
Restructuring charge	3,103	361	1,385	3,464	1,929
Total costs and operating expenses	892,033	860,556	831,594	1,752,589	1,651,836
Income from operations	151,461	154,583	147,986	306,044	314,714
Interest and marketable securities income, net	14,129	19,530	26,628	33,659	54,469
Interest expense	(8,201)	(6,750)	(6,829)	(14,951)	(13,647)
Other (expense) income, net	(5,451)	6,020	(949)	569	(438)
Income before provision for income taxes	151,938	173,383	166,836	325,321	355,098
Provision for income taxes	(48,320)	(50,212)	(35,148)	(98,532)	(47,992)
Net income	$ 103,618	$ 123,171	$ 131,688	$ 226,789	$ 307,106

Net income per share:
Basic	$ 0.72	$ 0.83	$ 0.86	$ 1.54	$ 2.02
Diluted	$ 0.71	$ 0.82	$ 0.86	$ 1.53	$ 1.97

Shares used in per share calculations:
Basic	144,757	149,052	152,265	146,905	151,946
Diluted	145,249	151,064	153,588	148,156	155,527

(1) Includes stock-based compensation (see supplemental table for figures)

(2) Includes depreciation and amortization (see supplemental table for figures)

AKAMAI TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

	Three Months Ended			Six Months Ended
(in thousands)	June 30, 2025	March 31, 2025	June 30, 2024	June 30, 2025	June 30, 2024
Cash flows from operating activities:
Net income	$ 103,618	$ 123,171	$ 131,688	$ 226,789	$ 307,106
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization	175,461	174,022	158,549	349,483	314,732
Stock-based compensation	112,776	111,978	98,466	224,754	191,726
Provision for deferred income taxes	12,680	31,383	13,946	44,063	3,479
Amortization of debt issuance costs	1,645	1,605	1,660	3,250	3,342
(Gain) loss on investments	—	(9,313)	66	(9,313)	66
Other non-cash reconciling items, net	1,840	2,142	1,896	3,982	3,958
Changes in operating assets and liabilities, net of effects of acquisitions:
Accounts receivable	(7,440)	(25,677)	17,538	(33,117)	16,802
Prepaid expenses and other current assets	7,430	(37,129)	1,253	(29,699)	(24,763)
Accounts payable and accrued expenses	25,365	(109,906)	19,523	(84,541)	(47,426)
Deferred revenue	8,169	14,948	(11,619)	23,117	22,697
Other current liabilities	(2,181)	(20,276)	624	(22,457)	980
Other non-current assets and liabilities	19,786	(5,748)	(2,627)	14,038	(9,858)
Net cash provided by operating activities	459,149	251,200	430,963	710,349	782,841
Cash flows from investing activities:
Cash received (paid) for business acquisitions, net of cash acquired	790	—	(434,066)	790	(434,066)
Cash paid for asset acquisitions	—	(29,930)	(4,796)	(29,930)	(4,796)
Purchases of property and equipment and capitalization of internal-use software development costs	(223,781)	(196,008)	(163,537)	(419,789)	(337,291)
Purchases of short- and long-term marketable securities	(662,715)	(7,080)	(16,103)	(669,795)	(186,122)
Proceeds from sales, maturities and redemptions of short- and long-term marketable securities	206,270	1,112,955	337,220	1,319,225	519,475
Other, net	(3,430)	(3,091)	(5,400)	(6,521)	4,535
Net cash (used in) provided by investing activities	(682,866)	876,846	(286,682)	193,980	(438,265)

AKAMAI TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS, continued

	Three Months Ended			Six Months Ended
(in thousands)	June 30, 2025	March 31, 2025	June 30, 2024	June 30, 2025	June 30, 2024
Cash flows from financing activities:
Proceeds from borrowings under revolving credit facility	250,000	—	—	250,000	—
Repayment of borrowings under revolving credit facility	(250,000)	—	—	(250,000)	—
Proceeds from the issuance of convertible senior notes, net of issuance costs	1,702,188	—	—	1,702,188	—
Proceeds from the issuance of warrants related to convertible senior notes	330,855	—	—	330,855	—
Purchases of note hedges related to convertible senior notes	(605,820)	—	—	(605,820)	—
Repayment of convertible senior notes	(1,149,992)	—	—	(1,149,992)	—
Proceeds related to the issuance of common stock under stock plans	9,059	20,182	7,956	29,241	28,266
Employee taxes paid related to net share settlement of stock-based awards	(25,866)	(72,063)	(31,914)	(97,929)	(141,247)
Repurchases of common stock	(300,000)	(499,963)	(127,809)	(799,963)	(253,258)
Other, net	(1,629)	(406)	(8,678)	(2,035)	(10,187)
Net cash used in financing activities	(41,205)	(552,250)	(160,445)	(593,455)	(376,426)
Effects of exchange rate changes on cash, cash equivalents and restricted cash	16,070	5,431	(5,293)	21,501	(9,306)
Net (decrease) increase in cash, cash equivalents and restricted cash	(248,852)	581,227	(21,457)	332,375	(41,156)
Cash, cash equivalents and restricted cash at beginning of period	1,100,311	519,084	470,771	519,084	490,470
Cash, cash equivalents and restricted cash at end of period	$ 851,459	$ 1,100,311	$ 449,314	$ 851,459	$ 449,314

AKAMAI TECHNOLOGIES, INC. SUPPLEMENTAL REVENUE DATA – REVENUE BY SOLUTION

	Three Months Ended			Six Months Ended
(in thousands)	June 30, 2025	March 31, 2025	June 30, 2024	June 30, 2025	June 30, 2024
Security	$ 551,914	$ 530,695	$ 498,708	$ 1,082,609	$ 989,389
Delivery	320,125	318,988	329,399	639,113	681,157
Cloud computing	171,455	165,456	151,473	336,911	296,004
Total revenue	$ 1,043,494	$ 1,015,139	$ 979,580	$ 2,058,633	$ 1,966,550
Revenue growth rates year-over-year:
Security	11 %	8 %	15 %	9 %	18 %
Delivery	(3)	(9)	(13)	(6)	(12)
Cloud computing	13	14	23	14	24
Total revenue	7 %	3 %	5 %	5 %	6 %
Revenue growth rates year-over-year, adjusted for the impact of foreign exchange rates ⁽¹⁾:
Security	10 %	10 %	16 %	10 %	19 %
Delivery	(4)	(8)	(12)	(6)	(11)
Cloud computing	13	15	24	14	24
Total revenue	6 %	4 %	6 %	5 %	7 %

AKAMAI TECHNOLOGIES, INC. SUPPLEMENTAL REVENUE DATA – REVENUE BY GEOGRAPHY

	Three Months Ended			Six Months Ended
(in thousands)	June 30, 2025	March 31, 2025	June 30, 2024	June 30, 2025	June 30, 2024
U.S.	$ 527,607	$ 528,739	$ 508,696	$ 1,056,346	$ 1,021,043
International	515,887	486,400	470,884	1,002,287	945,507
Total revenue	$ 1,043,494	$ 1,015,139	$ 979,580	$ 2,058,633	$ 1,966,550
Revenue growth rates year-over-year:
U.S.	4 %	3 %	6 %	3 %	7 %
International	10	2	3	6	5
Total revenue	7 %	3 %	5 %	5 %	6 %
Revenue growth rates year-over-year, adjusted for the impact of foreign exchange rates ⁽¹⁾:
U.S.	4 %	3 %	6 %	3 %	7 %
International	8	5	5	7	7
Total revenue	6 %	4 %	6 %	5 %	7 %

(1) See Use of Non-GAAP Financial Measures below for a definition

AKAMAI TECHNOLOGIES, INC. OTHER SUPPLEMENTAL DATA

	Three Months Ended			Six Months Ended
(in thousands, except end of period statistics)	June 30, 2025	March 31, 2025	June 30, 2024	June 30, 2025	June 30, 2024
Stock-based compensation:
Cost of revenue	$ 19,314	$ 18,928	$ 15,864	$ 38,242	$ 28,482
Research and development	39,803	42,268	36,951	82,071	74,996
Sales and marketing	22,263	22,440	18,976	44,703	37,787
General and administrative	31,396	28,342	26,675	59,738	50,461
Total stock-based compensation	$ 112,776	$ 111,978	$ 98,466	$ 224,754	$ 191,726

Depreciation and amortization:
Network-related depreciation	$ 81,824	$ 78,325	$ 68,936	$ 160,149	$ 134,611
Capitalized internal-use software development amortization	38,059	40,095	42,407	78,154	86,039
Other depreciation and amortization	15,874	15,884	15,983	31,758	32,013
Non-GAAP depreciation and amortization⁽¹⁾	135,757	134,304	127,326	270,061	252,663
Capitalized stock-based compensation amortization ⁽²⁾	11,864	11,963	10,048	23,827	19,760
Capitalized interest expense amortization ⁽²⁾	119	118	99	237	210
Amortization of acquired intangible assets	27,721	27,637	21,076	55,358	42,099
Total depreciation and amortization	$ 175,461	$ 174,022	$ 158,549	$ 349,483	$ 314,732

Capital expenditures ^{(1) (3)}:
Purchases of property and equipment	$ 135,597	$ 147,990	$ 94,463	$ 283,587	$ 169,098
Capitalized internal-use software development costs	78,584	77,910	72,653	156,494	150,144
Total capital expenditures	$ 214,181	$ 225,900	$ 167,116	$ 440,081	$ 319,242
Capex as a percentage of revenue⁽¹⁾	21 %	22 %	17 %	21 %	16 %

End of period statistics:
Number of employees	10,944	10,811	10,920


(1)	See Use of Non-GAAP Financial Measures below for a definition
(2)	Amortization of capitalized stock-based compensation and interest expense in this table excludes amortization of capitalized stock-based compensation and interest expense related to cloud-computing arrangements and contract fulfillment costs. However, the amounts are included in our total amortization of capitalized stock-based compensation and interest expense that is excluded from our non-GAAP measures (see reconciliations of GAAP to non-GAAP measures).
(3)	Capital expenditures presented in this table are reported on an accrual basis, which differs from the cash-basis presentation in the statements of cash flows. The primary difference between the two is the change in purchases of property and equipment and capitalization of internal-use software development costs accrued for, but not paid, at period end versus prior periods.

AKAMAI TECHNOLOGIES, INC. RECONCILIATION OF GAAP TO NON-GAAP INCOME FROM OPERATIONS, NET INCOME AND TAX RATE

	Three Months Ended			Six Months Ended
(in thousands)	June 30, 2025	March 31, 2025	June 30, 2024	June 30, 2025	June 30, 2024
Income from operations	$ 151,461	$ 154,583	$ 147,986	$ 306,044	$ 314,714
GAAP operating margin	15 %	15 %	15 %	15 %	16 %
Amortization of acquired intangible assets	27,721	27,637	21,076	55,358	42,099
Stock-based compensation	112,776	111,978	98,466	224,754	191,726
Amortization of capitalized stock-based compensation and capitalized interest expense	12,288	12,359	10,434	24,647	20,557
Restructuring charge	3,103	361	1,385	3,464	1,929
Acquisition-related costs	1,274	95	2,179	1,369	2,351
Operating adjustments	157,162	152,430	133,540	309,592	258,662
Non-GAAP income from operations	$ 308,623	$ 307,013	$ 281,526	$ 615,636	$ 573,376
Non-GAAP operating margin	30 %	30 %	29 %	30 %	29 %

Net income	$ 103,618	$ 123,171	$ 131,688	$ 226,789	$ 307,106
Operating adjustments (from above)	157,162	152,430	133,540	309,592	258,662
Amortization of debt issuance costs	1,645	1,605	1,660	3,250	3,342
(Gain) loss on cost method investments, net	—	(9,313)	66	(9,313)	66
Income tax effect of above non-GAAP adjustments and certain discrete tax items	(11,069)	(11,797)	(24,306)	(22,866)	(71,033)
Non-GAAP net income	$ 251,356	$ 256,096	$ 242,648	$ 507,452	$ 498,143

GAAP tax rate	32 %	29 %	21 %	30 %	14 %
Income tax effect of non-GAAP adjustments and certain discrete tax items	(13)	(10)	(1)	(11)	5
Non-GAAP tax rate	19 %	19 %	20 %	19 %	19 %

AKAMAI TECHNOLOGIES, INC.

RECONCILIATION OF GAAP TO NON-GAAP NET INCOME PER DILUTED SHARE

Three Months Ended

Six Months Ended

(in thousands, except per share data)

June 30,
2025

March 31,
2025

June 30,
2024

June 30,
2025

June 30,
2024

GAAP net income per diluted share

$ 0.71

$ 0.82

$ 0.86

$ 1.53

$ 1.97

Adjustments to net income:

Amortization of acquired intangible
assets

0.19

0.18

0.14

0.37

0.27

Stock-based compensation

0.78

0.74

0.64

1.52

1.23

Amortization of capitalized stock-based
compensation and capitalized interest expense

0.08

0.07

0.17

0.13

Restructuring charge

0.02

—

0.01

0.02

0.01

Acquisition-related costs

0.01

—

0.01

0.02

Amortization of debt issuance costs

0.01

0.02

(Gain) loss on cost method investments,
net

—

(0.06)

—

(0.06)

—

Income tax effect of above non-GAAP
adjustments and certain discrete tax
items

(0.08)

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AKAMAI REPORTS SECOND QUARTER 2025 FINANCIAL RESULTS

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