NASDAQ$AKAM

Akamai Technologies · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Reported strong top and bottom line results, powered by the growth of Security and Media solutions and operational excellence.

Akamai reported Q2 2020 financial results with revenue of $795 million, up 13% year-over-year. GAAP EPS was $0.98, up 42% year-over-year, and non-GAAP EPS was $1.38, up 29% year-over-year. The company's performance was driven by strong growth in Security and Media solutions.

  • Second quarter revenue of $795 million, up 13% year-over-year and up 14% when adjusted for foreign exchange.
  • Cloud Security Solutions revenue grew 27% year-over-year and 28% when adjusted for foreign exchange.
  • GAAP EPS of $0.98, up 42% year-over-year, and non-GAAP EPS of $1.38, up 29% year-over-year.
  • Akamai spent $27 million in the second quarter of 2020 to repurchase 0.3 million shares of its common stock at an average price of $100.64 per share.

Headline financials

Total Revenue

$795M

Previous: $705M+12.7%
EPS (adj)

$1.38

Previous: $1.07+29.0%
Capital Expenditures

-$215M

Previous: -$158M-35.9%
Free Cash Flow

-$53M

Previous: -$44.2M-19.9%
Net Income

$162M

Previous: $114M+42.1%
Operating Income

$190M

Previous: $136M+40.2%
Gross Profit

$518M

Previous: $463M+11.9%
Cash & Equivalents

$572M

Previous: $516M+10.9%
Total Assets

$7.22B

Previous: $5.34B+35.2%
Stock-Based Comp

$49.2M

Previous: $48.1M+2.2%

Revenue & EPS history

Akamai · Revenue · Quarterly

$795M

Q2 2020+12.7%vs Q2 2019
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

Akamai · $649M total across 2 segments · Q2 2020

  • Delivery Revenue
    $390M+19.1%
  • Security Revenue
    $259M+26.5%

Forward guidance

This report does not contain forward guidance.

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 Q2 2020

Historical avgQ2 2020

-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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