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PR Newswire | 06. November 2025, 16:01

AKAMAI REPORTS THIRD QUARTER 2025 FINANCIAL RESULTS

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Akamai Technologies Inc 73,89 €

-0,65%

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CAMBRIDGE, Mass., Nov. 6, 2025

Third quarter revenue of $1.055 billion, up 5% year-over-year and up 4% when adjusted for foreign exchange*

Cloud Infrastructure Services** revenue of $81 million, up 39% year-over-year and when adjusted for foreign exchange*

GAAP net income per diluted share of $0.97, up 155% year-over-year and up 156% when adjusted for foreign exchange*, and non-GAAP net income per diluted share* of $1.86, up 17% year-over-year and when adjusted for foreign exchange*

Launched Akamai Inference Cloud, powered by NVIDIA AI infrastructure, to enable AI at the edge

CAMBRIDGE, Mass., Nov. 6, 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 third quarter ended September 30, 2025.

"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," said Dr. Tom Leighton, Akamai's Chief Executive Officer. "We are also excited by the interest in our newly launched Akamai Inference Cloud, which is powered by NVIDIA AI infrastructure and engineered to enable secure, low-latency performance for AI at the edge. By moving AI inference from the core to the edge, we are unlocking a new generation of applications that can sense, reason and act in real-time."

Akamai delivered the following results for the third quarter ended September 30, 2025:

Revenue: Revenue was $1.055 billion, a 5% increase over third quarter 2024 revenue of $1.005 billion and a 4% increase when adjusted for foreign exchange.*

Revenue by solution:

Security revenue was $568 million, up 10% year-over-year and up 9% when adjusted for foreign exchange*
Delivery revenue was $306 million, down 4% year-over-year and when adjusted for foreign exchange*
Cloud computing revenue was $180 million, up 8% year-over-year and up 7% when adjusted for foreign exchange*
- Cloud Infrastructure Services** revenue of $81 million, up 39% year-over-year and when adjusted for foreign exchange*

Revenue by geography:

U.S. revenue was $530 million, up 1% year-over-year
International revenue was $525 million, up 9% year-over-year and up 8% when adjusted for foreign exchange*

Third quarter 2024 item: Third quarter year-over-year growth rates for GAAP income from operations, GAAP net income and GAAP EPS in the paragraphs below were impacted by an $82 million restructuring charge recognized in the third quarter of 2024, which did not recur in the third quarter of 2025.

Income from operations: GAAP income from operations was $166 million, a 135% increase from third quarter 2024. GAAP operating margin for the third quarter was 16%, up 9 percentage points from the same period last year.

Non-GAAP income from operations* was $322 million, a 9% increase from third quarter 2024. Non-GAAP operating margin* for the third quarter was 31%, up 2 percentage points from the same period last year.

Net income: GAAP net income was $140 million, a 142% increase from third quarter 2024. Non-GAAP net income* was $269 million, up 10% from third quarter 2024.

EPS: GAAP net income per diluted share was $0.97, a 155% increase from third quarter 2024 and a 156% increase when adjusted for foreign exchange.* Non-GAAP net income per diluted share* was $1.86, a 17% increase from third quarter 2024 and when adjusted for foreign exchange.*

Adjusted EBITDA*: Adjusted EBITDA* was $458 million, an 8% increase from third quarter 2024.

Supplemental cash information: Cash from operations for the third quarter of 2025 was $442 million, or 42% of revenue. Cash, cash equivalents and marketable securities was $1.813 billion as of September 30, 2025.

Share repurchases: The Company did not repurchase shares of its common stock in the third quarter of 2025. The Company spent $800 million during the nine months ended September 30, 2025 to repurchase 10.0 million shares of common stock at a weighted average price of $79.77 per share. The Company had 144 million shares of common stock outstanding as of September 30, 2025.

Financial guidance:

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

	Three Months Ending December 31, 2025		Year Ending December 31, 2025
	Low End	High End	Low End	High End
Revenue (in millions)	$ 1,065	$ 1,085	$ 4,178	$ 4,198
Non-GAAP operating margin *	28 %	30 %	29 %	30 %
Non-GAAP net income per diluted share *	$ 1.65	$ 1.85	$ 6.93	$ 7.13
Non-GAAP tax rate*	18 %	19 %	19 %	19 %
Shares used in non-GAAP per diluted share calculations * (in millions)	147	147	147	147
Capex as a percentage of revenue *	16 %	16 %	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 7434917. 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)	September 30, 2025	December 31, 2024
ASSETS
Current assets:
Cash and cash equivalents	$ 927,933	$ 517,707
Marketable securities	190,807	1,078,876
Accounts receivable, net	765,891	727,687
Prepaid expenses and other current assets	282,607	253,827
Total current assets	2,167,238	2,578,097
Marketable securities	694,000	275,592
Property and equipment, net	2,317,804	1,995,071
Operating lease right-of-use assets	1,021,166	1,006,738
Acquired intangible assets, net	647,480	727,585
Goodwill	3,170,123	3,151,077
Deferred income tax assets	619,367	483,249
Other assets	196,095	151,376
Total assets	$ 10,833,273	$ 10,368,785
LIABILITIES AND STOCKHOLDERS' EQUITY
Current liabilities:
Accounts payable	$ 189,967	$ 130,447
Accrued expenses	308,160	370,888
Deferred revenue	162,448	149,222
Convertible senior notes	—	1,149,116
Operating lease liabilities	281,347	259,134
Other current liabilities	8,394	32,516
Total current liabilities	950,316	2,091,323
Deferred revenue	22,981	26,314
Deferred income tax liabilities	27,154	16,066
Convertible senior notes	4,103,106	2,396,695
Operating lease liabilities	846,619	829,660
Other liabilities	151,153	130,370
Total liabilities	6,101,329	5,490,428
Total stockholders' equity	4,731,944	4,878,357
Total liabilities and stockholders' equity	$ 10,833,273	$ 10,368,785

AKAMAI TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF INCOME

	Three Months Ended			Nine Months Ended
(in thousands, except per share data)	September 30, 2025	June 30, 2025	September 30, 2024	September 30, 2025	September 30, 2024
Revenue	$ 1,054,630	$ 1,043,494	$ 1,004,679	$ 3,113,263	$ 2,971,229
Costs and operating expenses:
Cost of revenue ^{(1) (2)}	429,532	426,535	408,806	1,275,012	1,206,437
Research and development ⁽¹⁾	124,720	125,838	120,347	374,107	350,631
Sales and marketing ⁽¹⁾	144,867	146,239	138,551	425,237	412,160
General and administrative ^{(1) (2)}	161,719	162,597	159,957	480,249	466,241
Amortization of acquired intangible assets	27,783	27,721	24,368	83,141	66,467
Restructuring (benefit) charge	(15)	3,103	82,013	3,449	83,942
Total costs and operating expenses	888,606	892,033	934,042	2,641,195	2,585,878
Income from operations	166,024	151,461	70,637	472,068	385,351
Interest and marketable securities income, net	18,893	14,129	23,065	52,552	77,534
Interest expense	(7,915)	(8,201)	(6,735)	(22,866)	(20,382)
Other expense, net	(3,837)	(5,451)	(13,161)	(3,268)	(13,599)
Income before provision for income taxes	173,165	151,938	73,806	498,486	428,904
Provision for income taxes	(32,995)	(48,320)	(15,899)	(131,527)	(63,891)
Net income	$ 140,170	$ 103,618	$ 57,907	$ 366,959	$ 365,013

Net income per share:
Basic	$ 0.98	$ 0.72	$ 0.38	$ 2.52	$ 2.40
Diluted	$ 0.97	$ 0.71	$ 0.38	$ 2.50	$ 2.36

Shares used in per share calculations:
Basic	143,577	144,757	151,435	145,795	151,776
Diluted	144,811	145,249	153,240	147,041	154,765


(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			Nine Months Ended
(in thousands)	September 30, 2025	June 30, 2025	September 30, 2024	September 30, 2025	September 30, 2024
Cash flows from operating activities:
Net income	$ 140,170	$ 103,618	$ 57,907	$ 366,959	$ 365,013
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization	176,623	175,461	165,729	526,106	480,461
Stock-based compensation	115,423	112,776	102,607	340,177	294,333
(Benefit) provision for deferred income taxes	(19,717)	12,680	(2,541)	24,346	938
Amortization of debt issuance costs	1,926	1,645	1,591	5,176	4,933
(Gain) loss on investments	—	—	—	(9,313)	66
Other non-cash reconciling items, net	1,359	1,840	41,733	5,341	45,691
Changes in operating assets and liabilities, net of effects of acquisitions:
Accounts receivable	8,551	(7,440)	11,290	(24,566)	28,092
Prepaid expenses and other current assets	11,598	7,430	(717)	(18,101)	(25,480)
Accounts payable and accrued expenses	22,047	25,365	(31,765)	(62,494)	(79,191)
Deferred revenue	(19,360)	8,169	(8,719)	3,757	13,978
Other current liabilities	(2,105)	(2,181)	41,370	(24,562)	42,350
Other non-current assets and liabilities	5,317	19,786	14,057	19,355	4,199
Net cash provided by operating activities	441,832	459,149	392,542	1,152,181	1,175,383
Cash flows from investing activities:
Cash received (paid) for business acquisitions, net of cash acquired	—	790	—	790	(434,066)
Cash paid for asset acquisitions	—	—	(66)	(29,930)	(4,862)
Purchases of property and equipment and capitalization of internal-use software development costs	(195,016)	(223,781)	(185,117)	(614,805)	(522,408)
Purchases of short- and long-term marketable securities	(181,470)	(662,715)	(15,519)	(851,265)	(201,641)
Proceeds from sales, maturities and redemptions of short- and long-term marketable securities	6,999	206,270	84,849	1,326,224	604,324
Other, net	1,156	(3,430)	(375)	(5,365)	4,160
Net cash used in investing activities	(368,331)	(682,866)	(116,228)	(174,351)	(554,493)

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

	Three Months Ended			Nine Months Ended
(in thousands)	September 30, 2025	June 30, 2025	September 30, 2024	September 30, 2025	September 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)	—
(Payment) proceeds from the issuance of convertible senior notes, net of issuance costs	(392)	1,702,188	—	1,701,796	—
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	19,656	9,059	19,442	48,897	47,708
Employee taxes paid related to net share settlement of stock-based awards	(12,052)	(25,866)	(15,868)	(109,981)	(157,115)
Repurchases of common stock	—	(300,000)	(165,839)	(799,963)	(419,097)
Other, net	(91)	(1,629)	(104)	(2,126)	(10,291)
Net cash provided by (used in) financing activities	7,121	(41,205)	(162,369)	(586,334)	(538,795)
Effects of exchange rate changes on cash, cash equivalents and restricted cash	(759)	16,070	9,494	20,742	188
Net increase (decrease) in cash, cash equivalents and restricted cash	79,863	(248,852)	123,439	412,238	82,283
Cash, cash equivalents and restricted cash at beginning of period	851,459	1,100,311	449,314	519,084	490,470
Cash, cash equivalents and restricted cash at end of period	$ 931,322	$ 851,459	$ 572,753	$ 931,322	$ 572,753

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

	Three Months Ended			Nine Months Ended
(in thousands)	September 30, 2025	June 30, 2025	September 30, 2024	September 30, 2025	September 30, 2024
Security	$ 568,437	$ 551,914	$ 518,670	$ 1,651,046	$ 1,508,059
Delivery	306,495	320,125	319,132	945,608	1,000,289
Cloud computing	179,698	171,455	166,877	516,609	462,881
Total revenue	$ 1,054,630	$ 1,043,494	$ 1,004,679	$ 3,113,263	$ 2,971,229
Revenue growth rates year-over-year:
Security	10 %	11 %	14 %	9 %	17 %
Delivery	(4)	(3)	(16)	(5)	(13)
Cloud computing	8	13	28	12	25
Total revenue	5 %	7 %	4 %	5 %	5 %
Revenue growth rates year-over-year, adjusted for the impact of foreign exchange rates ⁽¹⁾:
Security	9 %	10 %	14 %	9 %	17 %
Delivery	(4)	(4)	(16)	(5)	(13)
Cloud computing	7	13	28	12	26
Total revenue	4 %	6 %	4 %	5 %	6 %

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

	Three Months Ended			Nine Months Ended
(in thousands)	September 30, 2025	June 30, 2025	September 30, 2024	September 30, 2025	September 30, 2024
U.S.	$ 529,978	$ 527,607	$ 524,611	$ 1,586,324	$ 1,545,654
International	524,652	515,887	480,068	1,526,939	1,425,575
Total revenue	$ 1,054,630	$ 1,043,494	$ 1,004,679	$ 3,113,263	$ 2,971,229
Revenue growth rates year-over-year:
U.S.	1 %	4 %	5 %	3 %	6 %
International	9	10	3	7	4
Total revenue	5 %	7 %	4 %	5 %	5 %
Revenue growth rates year-over-year, adjusted for the impact of foreign exchange rates ⁽¹⁾:
U.S.	1 %	4 %	5 %	3 %	6 %
International	8	8	3	7	6
Total revenue	4 %	6 %	4 %	5 %	6 %


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

AKAMAI TECHNOLOGIES, INC. OTHER SUPPLEMENTAL DATA

	Three Months Ended			Nine Months Ended
(in thousands, except end of period statistics)	September 30, 2025	June 30, 2025	September 30, 2024	September 30, 2025	September 30, 2024
Stock-based compensation:
Cost of revenue	$ 19,738	$ 19,314	$ 16,566	$ 57,980	$ 45,048
Research and development	42,415	39,803	39,275	124,486	114,271
Sales and marketing	22,413	22,263	21,076	67,116	58,863
General and administrative	30,857	31,396	25,690	90,595	76,151
Total stock-based compensation	$ 115,423	$ 112,776	$ 102,607	$ 340,177	$ 294,333

Depreciation and amortization:
Network-related depreciation	$ 82,245	$ 81,824	$ 72,546	$ 242,394	$ 207,157
Capitalized internal-use software development amortization	37,964	38,059	41,973	116,118	128,012
Other depreciation and amortization	16,219	15,874	15,998	47,977	48,011
Non-GAAP depreciation and amortization⁽¹⁾	136,428	135,757	130,517	406,489	383,180
Capitalized stock-based compensation amortization ⁽²⁾	12,285	11,864	10,740	36,112	30,500
Capitalized interest expense amortization ⁽²⁾	127	119	104	364	314
Amortization of acquired intangible assets	27,783	27,721	24,368	83,141	66,467
Total depreciation and amortization	$ 176,623	$ 175,461	$ 165,729	$ 526,106	$ 480,461

Capital expenditures ^{(1) (3)}:
Purchases of property and equipment	$ 141,641	$ 135,597	$ 91,600	$ 425,228	$ 260,698
Capitalized internal-use software development costs	82,522	78,584	72,391	239,016	222,535
Total capital expenditures	$ 224,163	$ 214,181	$ 163,991	$ 664,244	$ 483,233
Capex as a percentage of revenue⁽¹⁾	21 %	21 %	16 %	21 %	16 %

End of period statistics:
Number of employees	11,161	10,944	10,947


(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			Nine Months Ended
(in thousands)	September 30, 2025	June 30, 2025	September 30, 2024	September 30, 2025	September 30, 2024
Income from operations	$ 166,024	$ 151,461	$ 70,637	$ 472,068	$ 385,351
GAAP operating margin	16 %	15 %	7 %	15 %	13 %
Amortization of acquired intangible assets	27,783	27,721	24,368	83,141	66,467
Stock-based compensation	115,423	112,776	102,607	340,177	294,333
Amortization of capitalized stock-based compensation and capitalized interest expense	12,753	12,288	11,089	37,400	31,646
Restructuring (benefit) charge	(15)	3,103	82,013	3,449	83,942
Acquisition-related costs	17	1,274	5,036	1,386	7,387
Operating adjustments	155,961	157,162	225,113	465,553	483,775
Non-GAAP income from operations	$ 321,985	$ 308,623	$ 295,750	$ 937,621	$ 869,126
Non-GAAP operating margin	31 %	30 %	29 %	30 %	29 %

Net income	$ 140,170	$ 103,618	$ 57,907	$ 366,959	$ 365,013
Operating adjustments (from above)	155,961	157,162	225,113	465,553	483,775
Amortization of debt issuance costs	1,926	1,645	1,591	5,176	4,933
(Gain) loss on cost method investments, net	—	—	—	(9,313)	66
Income tax effect of above non-GAAP adjustments and certain discrete tax items	(29,150)	(11,069)	(41,097)	(52,016)	(112,130)
Non-GAAP net income	$ 268,907	$ 251,356	$ 243,514	$ 776,359	$ 741,657

GAAP tax rate	19 %	32 %	22 %	26 %	15 %
Income tax effect of non-GAAP adjustments and certain discrete tax items	—	(13)	(3)	(7)	4
Non-GAAP tax rate	19 %	19 %	19 %	19 %	19 %

AKAMAI TECHNOLOGIES, INC.

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

Three Months Ended

Nine Months Ended

(in thousands, except per share data)

September 30,
2025

June 30,
2025

September 30,
2024

September 30,
2025

September 30,
2024

GAAP net income per diluted share

$ 0.97

$ 0.71

$ 0.38

$ 2.50

$ 2.36

Adjustments to net income:

Amortization of acquired intangible assets

0.19

0.16

0.57

0.43

Stock-based compensation

0.80

0.78

0.67

2.31

1.90

Amortization of capitalized stock-based
compensation and capitalized interest expense

0.09

0.08

0.07

0.25

0.20

Restructuring (benefit) charge

—

0.02

0.54

0.02

0.54

Acquisition-related costs

—

0.01

0.03

0.01

0.05

Amortization of debt issuance costs

0.01

0.04

0.03

(Gain) loss on cost method investments, net

—

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AKAMAI REPORTS THIRD QUARTER 2025 FINANCIAL RESULTS

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