How did AKAM's revenue and expenses shift in Q4 2024?

**Akamai Technologies (AKAM) experienced a notable increase in revenue with a slight decline in certain expense categories in Q4 2024**, as evidenced by the following key points:

1. **Revenue Shift**:
- **Security Solutions**: Security revenue reached $2.04 billion, marking a significant milestone for AKAM as it surpassed the billion-dollar quarterly revenue threshold for the first time.
- **Delivery Solutions**: Delivery revenue amounted to $1.51 billion.
- **Compute Solutions**: Compute revenue was $1 billion, and $630.38 million were attributed to Compute.
- **Overall Growth**: Total revenue for the quarter was guided to be between $995 million to $1.02 billion, indicating a continued upward trend in business performance.

|code|Ticker|Name|Date|Business Composition|Revenue By Business|market_code|
|---|---|---|---|---|---|---|
|AKAM|AKAM.O|Akamai Technologies|20240101-2024|Compute|6.30376E8|185|
|AKAM|AKAM.O|Akamai Technologies|20240101-2024|Compute|4.62881E8|185|
|AKAM|AKAM.O|Akamai Technologies|20240101-2024|Compute|2.96004E8|185|
|AKAM|AKAM.O|Akamai Technologies|20240101-2024|Compute|1.44531E8|185|
|AKAM|AKAM.O|Akamai Technologies|20240101-2024|Delivery|3.51758E8|185|
|AKAM|AKAM.O|Akamai Technologies|20240101-2024|Security|4.90681E8|185|
|AKAM|AKAM.O|Akamai Technologies|20240101-2024|Compute|1.44531E8|185|

2. **Expense Shift**:
- No specific data was available regarding AKAM's operating expenses in Q4 2024.
- However, the Q3 2024 financial results and Q10-Q reports suggest that costs were increasing, primarily due to higher operating expenses, including restructuring charges.
- Despite the increase in costs, AKAM maintained a strong cash flow position with $1,175.383 million in cash provided by operating activities.
3. **Strategic Insights**:
- AKAM's strategic focus on new product introductions and commitment to bottom-line performance are evident, with continued confidence in traction from these initiatives.
- The company's operating margin remained robust at 29%, and adjusted EBITDA increased to $426.3 million, up from $417.6 million in the previous year.
- AKAM's revenue growth was partially offset by increased costs, leading to a decline in net income, which was influenced by restructuring charges and higher operating expenses.

In conclusion, AKAM's Q4 2024 financial performance showcased strong revenue growth, particularly in the Security and Compute segments, despite facing challenges from increased operating expenses. The company's strategic initiatives and robust cash flow position indicate a positive outlook for the future.