earnings
confidence high
sentiment positive
materiality 0.70
Akamai Q4 revenue $1.095B, up 7% YoY; Non-GAAP EPS $1.84, up 11% YoY
AKAMAI TECHNOLOGIES INC
2025-FY EPS
reported $3.07
vs consensus $1.79
▲ beat
(+71.5%)
- GAAP EPS $0.58, down 36% YoY, includes $55M restructuring charge for workforce reduction.
- Security revenue $592M (+11% YoY); Guardicore/API Security $90M (+36%); CIS $94M (+45%).
- Full-year 2025 revenue $4.208B (+5%); non-GAAP net income $1.046B (+5%); GAAP net income $452M (-10%).
- Q1 2026 guidance: revenue $1.06B-$1.085B; non-GAAP EPS $1.50-$1.67; FY26 revenue $4.4B-$4.55B.
- Cash and securities $1.92B; $800M spent on share repurchases in 2025; no repurchases in Q4.