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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
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Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
1.21.381.311.331.381.421.451.491.391.351.261.371.41.491.631.691.641.581.591.661.71.731.861.84
Forecast
1.15751.21471.25751.31381.30331.38491.3861.41921.41761.30961.22721.25991.32031.40571.4991.59681.60971.53251.58861.51591.56921.55081.63841.755
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
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Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------------------764.30M794.72M792.85M846.29M842.71M852.82M860.33M905.36M903.65M903.33M881.90M927.78M915.70M935.72M965.48M995.02M986.97M979.58M1.00B1.02B1.02B1.04B1.05B1.09B
Forecast
--------------------------------749.84M767.37M775.56M830.30M829.42M846.49M852.02M899.29M903.77M899.00M876.10M904.75M910.51M930.38M943.90M999.09M989.03M977.67M999.31M1.02B1.01B1.02B1.04B1.08B
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