Akamai showed strong growth in its security and compute segments, with notable customer acquisitions and industry recognition. However, delivery revenue declined, and there are concerns about macroeconomic and geopolitical impacts, as well as declining interest income. Overall, the company's performance was solid, but challenges remain.

Company Guidance -

Q2 2025

During Akamai Technologies' First Quarter 2025 earnings call, CEO Tom Leighton and CFO Ed McGowan provided guidance for the upcoming periods. The company reported a solid start to the year with first-quarter revenue reaching $1.015 billion, marking a 3% increase year-over-year and 4% in constant currency. Non-GAAP operating margin exceeded guidance at 30%, and non-GAAP earnings per share surpassed the high-end of the guidance range at $1.07, reflecting a 4% increase year-over-year and 6% in constant currency. Security and compute segments accounted for 69% of total revenue, with security revenue growing 10% year-over-year as reported. The company anticipates Q2 revenue between $1.012 billion and $1.032 billion and maintains a full-year 2025 revenue guidance between $4.050 billion and $4.2 billion. Akamai expects security revenue to grow about 10% in constant currency for 2025 and projects compute revenue growth of approximately 15%. They also highlighted the potential impact of global economic and political challenges, as well as steps taken to mitigate risks from tariffs.

Strong Start to Fiscal Year 2025

Akamai reported first-quarter revenue of $1.015 billion, up 3% year-over-year as reported and 4% in constant currency. Non-GAAP EPS was $1.07, up 4% year-over-year and 6% in constant currency, exceeding the high end of guidance.

Security and Compute Growth

Combined revenue from security and compute accounted for 69% of total revenue in Q1, growing 10% year-over-year as reported and 11% in constant currency. Security solutions, including Guardicore and API security, showed strong demand and growth.

Successful Customer Acquisitions and Partnerships

Akamai secured several large contracts and competitive takeaways for its Guardicore solution, including major financial institutions and government agencies. The company also signed contracts for API security with notable firms across various sectors.

Recognition and Awards

Akamai was named a leader in the Forrester Wave Web Application Firewall report and won a global Infosec Award for its API security solution at the RSA Security Conference.

Cloud Computing Momentum

Cloud computing revenue grew by 14% year-over-year, with significant deals signed, including a global live streaming service and a major cybersecurity provider. Akamai was named an emerging leader for GenAI specialized infrastructure by Gartner.

Akamai (AKAM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AKAM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 07, 2025	2025 (Q2)	1.55 / -	1.58	―	―	―
May 08, 2025	2025 (Q1)	1.57 / 1.70	1.64	3.66% (+0.06)	―
Feb 20, 2025	2024 (Q4)	1.52 / 1.66	1.69	-1.78% (-0.03)
Nov 07, 2024	2024 (Q3)	1.59 / 1.59	1.63	-2.45% (-0.04)	―
Aug 08, 2024	2024 (Q2)	1.53 / 1.58	1.49	6.04% (+0.09)	―
May 09, 2024	2024 (Q1)	1.61 / 1.64	1.4	17.14% (+0.24)	―
Feb 13, 2024	2023 (Q4)	1.60 / 1.69	1.37	23.36% (+0.32)	―
Nov 07, 2023	2023 (Q3)	1.50 / 1.63	1.26	29.37% (+0.37)	―
Aug 08, 2023	2023 (Q2)	1.41 / 1.49	1.35	10.37% (+0.14)	―
May 09, 2023	2023 (Q1)	1.32 / 1.40	1.39	0.72% (+0.01)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AKAM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	$85.44	$76.25	-10.76%
Feb 20, 2025	$98.03	$76.73	-21.73%
Nov 07, 2024	$104.40	$89.37	-14.40%
Aug 08, 2024	$91.57	$101.51	+10.86%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Akamai (AKAM) report earnings?

Akamai (AKAM) is schdueled to report earning on Aug 07, 2025, After Close (Confirmed).

What is Akamai (AKAM) earnings time?

Akamai (AKAM) earnings time is at Aug 07, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AKAM EPS forecast?

AKAM EPS forecast for the fiscal quarter 2025 (Q2) is 1.55.

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