NASDAQ$AKAM

Akamai Technologies · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Akamai reported Q1 2025 revenue of $1.02B, net income of $123.2M, and diluted EPS of $0.82.

Akamai delivered Q1 2025 revenue of $1.015 billion (+2.9% year over year) with net income of $123.2 million versus $175.4 million a year ago. Diluted EPS was $0.82 compared with $1.11. Operating income was $154.6 million; income before income taxes was $173.4 million on a $50.2 million tax provision.

  • Revenue $1.015B (+2.9% YoY); net income $123.2M (-29.8% YoY).
  • Diluted EPS $0.82 versus $1.11; operating income $154.6M.
  • Income before income taxes $173.4M; income tax expense $50.2M.
  • Security, delivery, and cloud services remain core growth drivers in MD&A.
  • Higher tax rate and cost mix weighed on net income despite modest top-line growth.

Headline financials

Total Revenue

$1.02B

Previous: $987M+2.9%
EPS (adj)

$0.82

Previous: $1.11-26.1%
Operating margin

15.2%

No prior period
Capital Expenditures

-$196M

Previous: -$93.8M-109.1%
Free Cash Flow

$251M

Previous: $81.7M+207.6%
Net Income

$123M

Previous: $175M-29.8%
Operating Income

$155M

Previous: $167M-7.3%

Revenue & EPS history

Akamai · Revenue · Quarterly

$1.02B

Q1 2025+2.9%vs Q1 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Akamai · $835M total across 2 segments · Q3 2023

  • Security Revenue
    $456M+20.2%
  • Delivery Revenue
    $379M-3.6%

Forward guidance

The Q1 10-Q emphasizes demand for cloud security, edge delivery, and compute services; Akamai does not restate a quarterly EPS range in the filing but discusses investment in AI-ready infrastructure and competitive pricing in CDN markets.

Tailwinds

  • Mid-single-digit revenue growth with expanding security and cloud mix.
  • Large installed base and recurring subscription revenue support visibility.
  • Operating income above $150M provides cash flow for buybacks and M&A.

Headwinds

  • Net income and EPS down year over year on higher tax and cost pressure.
  • Competitive pricing in delivery and hyperscaler build-your-own alternatives.
  • Macro IT budget scrutiny can slow enterprise deal cycles.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.1%

Avg return

Earnings day

-0.6%

Avg return

5 days after

-0.5%

Avg return

30 days after

56%

40 / 71 earnings

Positive

+23.4%

Q2 2012

Best reaction

-21.7%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.8%+4.8%-4.5%
Q4 2025-13.5%+37.2%+27.9%
Q3 2025+14.7%+23.4%+14.4%
Q1 2025-10.6%-9.3%-9.8%
Q4 2024-21.7%-18.8%-17.3%
Q3 2024-14.6%-14.0%-6.4%
Q2 2024+9.6%+9.0%+4.2%
Q1 2024-10.7%-8.8%-12.7%
Q4 2023-10.4%-14.8%-15.0%
Q3 2023+2.0%+2.1%+6.0%
Q2 2023+8.0%+9.5%+9.2%
Q1 2023+7.8%+7.5%+16.7%
Q4 2022-10.6%-12.1%-17.6%
Q3 2022+6.2%+11.3%+7.2%
Q2 2022-0.4%-0.4%-6.4%
Q1 2022-8.5%-15.1%-8.5%
Q4 2021-5.2%-9.3%+4.1%
Q3 2021+5.2%+1.8%+5.3%
Q2 2021-5.5%-3.6%-5.0%
Q1 2021+1.4%+3.5%+7.0%
Q4 2020-10.4%-13.4%-17.3%
Q3 2020-8.2%-10.3%-2.2%
Q2 2020-3.5%-1.9%-0.5%
Q1 2020-5.0%-7.0%-0.2%
Q4 2019+1.8%+4.1%-16.4%
Q3 2019-1.4%-1.9%-2.1%
Q2 2019+5.5%+5.7%+7.0%
Q1 2019+2.1%+0.9%-3.2%
Q4 2018+2.7%+2.3%+6.1%
Q3 2018+17.1%+15.8%+12.3%
Q2 2018-4.9%-0.9%-0.8%
Q1 2018-0.4%+1.3%+7.0%
Q4 2017+2.7%+2.1%+19.5%
Q3 2017+4.9%+3.0%+8.2%
Q2 2017-13.1%-10.5%-13.6%
Q1 2017-14.1%-15.2%-21.4%
Q4 2016-8.8%-8.3%-7.9%
Q3 2016+15.1%+18.8%+13.0%
Q2 2016-12.8%-12.7%-5.8%
Q1 2016+7.4%
Q4 2015+17.0%
Q3 2015-16.5%
Q2 2015+2.2%
Q1 2015-2.5%
Q4 2014+4.6%
Q3 2014+4.7%
Q2 2014+0.0%
Q1 2014+0.2%
Q4 2013+23.0%
Q3 2013-13.7%
Q2 2013+2.1%
Q1 2013+19.8%
Q4 2012-14.1%
Q3 2012+5.6%
Q2 2012+23.4%
Q1 2012+4.6%
Q4 2011-2.2%
Q3 2011-4.9%
Q2 2011+0.7%
Q1 2011-1.3%
Q4 2010+1.5%
Q3 2010-4.2%
Q2 2010+8.1%
Q1 2010-0.6%
Q4 2009+4.4%
Q4 2007+4.4%
Q3 2008+2.5%
Q3 2009+2.5%
Q4 2008+0.1%
Q2 2008+0.1%
Q2 2009+0.1%

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