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Akamai (AKAM)
NASDAQ:AKAM
US Market
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Akamai (AKAM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 17, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.73
Last Year’s EPS
1.66
Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
Akamai reported strong financial results for Q3 2025, with significant growth in Cloud Infrastructure Services and security products. The launch of the Akamai Inference Cloud and strategic partnerships indicate positive future prospects. However, challenges remain in the delivery segment, which continues to see a revenue decline.
Company Guidance
During the Akamai Technologies, Inc. Third Quarter 2025 Earnings Conference Call, the company provided comprehensive guidance for the fiscal year. Akamai reported revenue growth to $1.055 billion, a 5% year-over-year increase as reported and 4% in constant currency. The non-GAAP operating margin improved to 31%, with non-GAAP earnings per share rising to $1.86, up 17% year-over-year. The Cloud Infrastructure Services (CIS) revenue reached $81 million, marking a significant 39% growth year-over-year. Security revenue also saw a 10% year-over-year increase, reaching $568 million, driven by strong demand for high-growth security products like API security and Zero Trust Enterprise Security. Looking ahead, Akamai expects the combined ARR for its high-growth security solutions to rise by 30% to 35% year-over-year in constant currency. For the fourth quarter, revenue is projected between $1.065 billion and $1.085 billion, reflecting a 4% to 6% increase as reported. The company anticipates a non-GAAP operating margin of approximately 28% to 30% and EPS in the range of $1.65 to $1.85. Akamai emphasized its strategic transition towards cloud security and distributed cloud computing, highlighting the launch of Akamai Inference Cloud, which supports AI inference at the edge, and the deepening partnership with NVIDIA to enhance these capabilities.
Strong Third Quarter Financial Performance
Akamai reported Q3 revenue of $1.055 billion, up 5% year-over-year. Non-GAAP operating margins improved to 31%, and non-GAAP EPS was $1.86, up 17% year-over-year.
Cloud Infrastructure Services Growth
Cloud Infrastructure Services revenue was $81 million, representing a 39% increase year-over-year. This marks an acceleration from the 30% growth rate in Q2.
High-Growth Security Products
Combined revenue from high-growth security products like API security and Zero Trust Enterprise Security grew 35% year-over-year.
Launch of Akamai Inference Cloud
Akamai launched the Akamai Inference Cloud to support AI Inference at the edge, with strong initial customer interest and partnerships with NVIDIA.
Significant Customer Wins
Akamai signed numerous new and expanded contracts, including a $37 million renewal with a multinational gaming company and a $31 million commitment with a major European bank.

Akamai (AKAM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

AKAM Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 17, 2026
2025 (Q4)
1.73 / -
1.66
Nov 06, 2025
2025 (Q3)
1.64 / 1.86
1.5916.98% (+0.27)
Aug 07, 2025
2025 (Q2)
1.55 / 1.73
1.589.49% (+0.15)
May 08, 2025
2025 (Q1)
1.57 / 1.70
1.643.66% (+0.06)
Feb 20, 2025
2024 (Q4)
1.52 / 1.66
1.69-1.78% (-0.03)
Nov 07, 2024
2024 (Q3)
1.59 / 1.59
1.63-2.45% (-0.04)
Aug 08, 2024
2024 (Q2)
1.53 / 1.58
1.496.04% (+0.09)
May 09, 2024
2024 (Q1)
1.61 / 1.64
1.417.14% (+0.24)
Feb 13, 2024
2023 (Q4)
1.60 / 1.69
1.3723.36% (+0.32)
Nov 07, 2023
2023 (Q3)
1.50 / 1.63
1.2629.37% (+0.37)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

AKAM Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$73.00
Aug 07, 2025
$74.76$70.53-5.66%
May 08, 2025
$85.44$76.25-10.76%
Feb 20, 2025
$98.03$76.73-21.73%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Akamai (AKAM) report earnings?
Akamai (AKAM) is schdueled to report earning on Feb 17, 2026, After Close (Confirmed).
    What is Akamai (AKAM) earnings time?
    Akamai (AKAM) earnings time is at Feb 17, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is AKAM EPS forecast?
          AKAM EPS forecast for the fiscal quarter 2025 (Q4) is 1.73.
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