secwatch.observer — SEC 8-K summary
======================================

Issuer:     AKAMAI TECHNOLOGIES INC (AKAM)
CIK:        0001086222
Form:       8-K
Filed at:   2026-02-19T23:59:59+00:00
Accession:  0001086222-26-000017
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Akamai Q4 revenue $1.095B, up 7% YoY; Non-GAAP EPS $1.84, up 11% YoY
--------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1086222/000108622226000017/0001086222-26-000017-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1086222/000108622226000017/akam-20260219.htm
  HTML page:      https://secwatch.observer/filing/0001086222-26-000017

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer