SignalXSignalX

Akamai Technologies (AKAM) Q3 2025 10-Q Quarterly Report

Filed: Nov 7, 2025Period ending Sep 30, 2025
Information Technology
Services-Business Services, NECSEC EDGAR
Akamai Technologies Overview

Akamai Technologies (AKAM) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 7, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Akamai Technologies Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • • Revenue $1.055B, up 5% YoY vs $1.005B; driven by Security ($568.4M, +10%), Cloud Computing ($179.7M, +8%), Delivery declined 4% to $306.5M
  • • GAAP operating margin 15.7% vs 7.0% YoY; Non-GAAP operating margin 30.5% vs 29.4% YoY for Q3 2025 compared to Q3 2024
  • • Best segment: Security solutions revenue up 10% to $568.4M; Worst: Delivery revenue down 4% to $306.5M due to pricing pressure and lower traffic
  • • Cash, cash equivalents, and marketable securities $1.8B as of Sept 30, 2025; Operating cash flow $1.15B for nine months, slightly down from $1.18B YoY
  • • Management expects continued investment in cloud computing and security; notes macroeconomic headwinds, variable pricing pressure, and slower traffic growth as challenges

Risk Factors

  • • New risk: Impact of OBBBA tax law enacted July 4, 2025; evaluation of future period effects ongoing
  • • Updated risk: Increased cybersecurity vulnerabilities (e.g., AMD "Inception" flaw mid-2023); ongoing mitigation efforts for integrated Linode risks
  • • Regulatory risk: Evolving global privacy laws (GDPR, CCPA) requiring costly compliance and risking penalties, reputational harm, and reduced demand
  • • Market risk: Customer shift toward DIY content delivery/security solutions intensified by economic/geopolitical conditions, negatively impacting traffic and revenue
  • • Financial risk: $4.14B convertible notes due 2027, 2029, 2033; $1B revolving credit facility extended May 2025; no borrowings outstanding as of Sep 30, 2025

Akamai Technologies Q3 2025 Quarterly Financials
XBRL

Revenue

$1.1B

▲ +5.0% YoY▲ +1.1% QoQ

Net Income

$140M

▲ +142.1% YoY▲ +35.3% QoQ

Net Margin

13.3%

▲ +753bp YoY▲ +336bp QoQ

Source: XBRL data from Akamai Technologies Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

Get deeper insights on Akamai Technologies

Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.