Short answer
Akamai Technologies (AKAM) filed its Q3 2025 10-Q quarterly report on Nov 7, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $1.1B (up 5.0% year over year) with net income of $140M.
Q3 2025 key financials · XBRL
- Revenue
- $1.1B
- +5.0% YoY · +1.1% QoQ
- Net income
- $140M
- +142.1% YoY · +35.3% QoQ
- Operating margin
- 15.7%
- EPS (diluted)
- $0.97
- +148.7% YoY · +36.6% QoQ
Source: XBRL data from the Akamai Technologies (AKAM) Q3 2025 10-Q on SEC EDGAR. USD.
Akamai Technologies Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
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
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other Akamai Technologies quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.