Akamai Q4 Cloud Infrastructure Services revenue jumps 45% to USD 94 million

Reuters
02/20
Akamai Q4 Cloud Infrastructure Services revenue jumps 45% to USD 94 million

Akamai reported Q4 FY2025 revenue of USD 1.1 billion (+7% YoY), including Security revenue of USD 592 million (+11%), Delivery revenue of USD 311 million (-2%), and Cloud computing revenue of USD 191 million (+14%). GAAP net income was USD 85.07 million (-39%), with GAAP diluted EPS of USD 0.58 (-36%); non-GAAP net income was USD 270.07 million (+6%) and non-GAAP diluted EPS was USD 1.84 (+11%). Adjusted EBITDA was USD 457.5 million (+7%). The quarter included a USD 55 million restructuring charge, primarily related to severance costs tied to a workforce reduction and impairments of certain intangible assets. For FY2025, Akamai posted revenue of USD 4.21 billion (+5%), with Security revenue of USD 2.24 billion (+10%), Delivery revenue of USD 1.26 billion (-5%), and Cloud computing revenue of USD 708.05 million (+12%). GAAP net income was USD 452.03 million (-10%) and GAAP diluted EPS was USD 3.07 (-6%), while non-GAAP net income was USD 1.05 billion (+5%) and non-GAAP diluted EPS was USD 7.12 (+10%). Cash from operations was USD 1.52 billion (36% of revenue), and cash, cash equivalents and marketable securities totaled USD 1.92 billion at year-end. Akamai spent USD 800 million to repurchase 10.0 million shares in FY2025 and had 145 million shares outstanding at Dec. 31, 2025. Business highlights included Cloud Infrastructure Services revenue of USD 94 million in Q4 (+45%) and USD 314 million in FY2025 (+36%), with management citing customer interest in its new Akamai Inference Cloud and growth in AI applications and agents. Guardicore Segmentation and API Security revenue was USD 90 million in Q4 (+36%) and USD 293 million in FY2025 (+43%). Akamai guided for Q1 FY2026 revenue of USD 1.06 billion to USD 1.09 billion and FY2026 revenue of USD 4.4 billion to USD 4.55 billion, with FY2026 non-GAAP diluted EPS of USD 6.2 to USD 7.2.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Akamai Technologies Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW9657915-en) on February 19, 2026, and is solely responsible for the information contained therein.

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