earnings
confidence high
sentiment positive
materiality 0.85
Akamai Q3 revenue $1.055B (+5% YoY); Non-GAAP EPS $1.86 (+17%); Cloud Infrastructure Services up 39%
AKAMAI TECHNOLOGIES INC
2025-Q3 EPS
reported $2.50
vs consensus $1.67
▲ beat
(+49.6%)
- Security revenue $568M (+10% YoY); Delivery revenue $306M (-4%); Cloud computing $180M (+8%).
- GAAP diluted EPS $0.97 (+155% YoY), non-GAAP diluted EPS $1.86 (+17%); Adjusted EBITDA $458M (+8%).
- Cloud Infrastructure Services revenue $81M, up 39% YoY; launched Akamai Inference Cloud with NVIDIA.
- Q4 guidance: revenue $1.065-1.085B, non-GAAP EPS $1.65-1.85; FY2025 revenue $4.178-4.198B.
- Cash from operations $442M (42% of revenue); no share repurchases in Q3; $1.813B cash and securities.