Akamai Technologies (NASDAQ:AKAM) saw its stock surge 5.27% in after-hours trading on Thursday, following the release of its impressive second-quarter 2025 financial results and optimistic future guidance. The company's performance exceeded analyst expectations across key metrics, showcasing robust growth in its security and cloud infrastructure segments.
The IT services provider reported quarterly earnings of $1.73 per share, surpassing the analyst consensus estimate of $1.55 by 11.47%. This represents a 9.49% increase from the same period last year. Akamai's quarterly sales reached $1.043 billion, beating the analyst consensus estimate of $1.021 billion by 2.15% and marking a 6.47% year-over-year growth.
Akamai's strong performance was driven by significant growth in its key business segments. Security revenue increased by 11% year-over-year to $552 million, while Cloud Infrastructure Services revenue surged by 30% to $71 million. The company's delivery segment, however, saw a 3% decline to $320 million. Looking ahead, Akamai provided an upbeat outlook for both the third quarter and full year 2025, with projections exceeding analyst estimates. The company expects Q3 adjusted EPS between $1.62 and $1.66, and full-year adjusted EPS in the range of $6.60 to $6.80, both above current market expectations.