AKAM
Akamai Technologies·NASDAQ
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AKAM fundamentals
Akamai Technologies (AKAM) released its earnings on Feb 19, 2026: revenue was 1.09B (YoY +7.35%), beat estimates; EPS was 1.84 (YoY +10.84%), beat estimates.
Revenue / YoY
1.09B
+7.35%
EPS / YoY
1.84
+10.84%
Report date
Feb 19, 2026
AKAM Earnings Call Summary for Q4,2025
- Record Q4 Growth: $1.095B revenue (7% YoY), $1.84 non-GAAP EPS (11% YoY).
- CIS Acceleration: 45% YoY growth to $94M, fueled by $200M 4-year AI Inference Cloud deal.
- Security Strength: $592M revenue (11% YoY), API Security exceeds $100M run rate.
- AI Investment: $250M CapEx for AI Inference Cloud expansion; 2026 revenue guidance $4.4-4.55B.
- Customer Expansion: Wins with hyperscalers, adtech, and retail; 85%+ renewal rates on term licenses.
EPS
Actual | 1.2 | 1.38 | 1.31 | 1.33 | 1.38 | 1.42 | 1.45 | 1.49 | 1.39 | 1.35 | 1.26 | 1.37 | 1.4 | 1.49 | 1.63 | 1.69 | 1.64 | 1.58 | 1.59 | 1.66 | 1.7 | 1.73 | 1.86 | 1.84 | ||||||||||||||||
Forecast | 1.1575 | 1.2147 | 1.2575 | 1.3138 | 1.3033 | 1.3849 | 1.386 | 1.4192 | 1.4176 | 1.3096 | 1.2272 | 1.2599 | 1.3203 | 1.4057 | 1.499 | 1.5968 | 1.6097 | 1.5325 | 1.5886 | 1.5159 | 1.5692 | 1.5508 | 1.6384 | 1.755 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.67% | +13.61% | +4.17% | +1.23% | +5.89% | +2.53% | +4.62% | +4.99% | -1.95% | +3.08% | +2.67% | +8.74% | +6.04% | +6.00% | +8.74% | +5.84% | +1.88% | +3.10% | +0.09% | +9.51% | +8.34% | +11.56% | +13.53% | +4.84% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 764.30M | 794.72M | 792.85M | 846.29M | 842.71M | 852.82M | 860.33M | 905.36M | 903.65M | 903.33M | 881.90M | 927.78M | 915.70M | 935.72M | 965.48M | 995.02M | 986.97M | 979.58M | 1.00B | 1.02B | 1.02B | 1.04B | 1.05B | 1.09B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 749.84M | 767.37M | 775.56M | 830.30M | 829.42M | 846.49M | 852.02M | 899.29M | 903.77M | 899.00M | 876.10M | 904.75M | 910.51M | 930.38M | 943.90M | 999.09M | 989.03M | 977.67M | 999.31M | 1.02B | 1.01B | 1.02B | 1.04B | 1.08B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.93% | +3.56% | +2.23% | +1.93% | +1.60% | +0.75% | +0.98% | +0.67% | -0.01% | +0.48% | +0.66% | +2.54% | +0.57% | +0.57% | +2.29% | -0.41% | -0.21% | +0.20% | +0.54% | +0.45% | +0.49% | +2.23% | +1.13% | +1.75% |
Earnings Call
You can ask Aime
What were the key takeaways from Akamai Technologies’s earnings call?What is the revenue and EPS growth rate for Akamai Technologies year over year?Did Akamai Technologies beat or miss consensus estimates last quarter?What is Akamai Technologies's latest dividend and current dividend yield?What is the market's earnings forecast for Akamai Technologies next quarter?What factors drove the changes in Akamai Technologies's revenue and profit?What guidance did Akamai Technologies's management provide for the next earnings period?What is Akamai Technologies's gross profit margin?
