Akamai Technologies said the increase in revenue for the 3 and 9 months of 2025 compared with the same periods in the prior year was primarily the result of continued growth in sales of its security and cloud computing solutions, partially offset by a decline in revenue from its delivery solutions due to downward pricing of contract renewals.

10-QQuarterly reportFiled Nov 7, 2025Period of report Sep 30, 2025Summary published (UTC) Oct 10, 2026

Key points

AI summary

Akamai Technologies said the increase in revenue for the 3 and 9 months of 2025 compared with the same periods in the prior year was primarily the result of continued growth in sales of its security and cloud computing solutions, partially offset by a decline in revenue from its delivery solutions due to downward pricing of contract renewals.
The company said it expects cost of revenue to increase during the remainder of 2025 compared with 2024, in particular co-location fees and depreciation of network equipment, citing investments in its network to support the continued growth of its cloud computing solutions and partner programs as factors.
Akamai Technologies said it issued convertible senior notes with a par value of $1,725.0 million during the 9 months of 2025, repaid convertible senior notes with a par value of $1,150.0 million due in May 2025, and repurchased 10.0 million shares for a total of $800.0 million.
The company said that as of September 30, 2025, its cash, cash equivalents and marketable securities totaled $1.8 billion, its convertible senior notes balance was $4,140.0 million, and it had no outstanding borrowings under its two revolving credit agreements.

Key figures

Quarter ended September 30, 2025

Revenue: $1.1B
Operating income: $166M
Net income: $140M
EPS: $0.97

From the XBRL financial data filed with the SEC · not processed by AI.

Summary

AI-written

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Revenue Growth and Delivery Solutions Decline

Akamai Technologies said the increase in revenue for the 3 and 9 months of 2025 compared with the same periods in the prior year was primarily the result of continued growth in sales of its security and cloud computing solutions, partially offset by a decline in revenue from its delivery solutions due to downward pricing of contract renewals.

Source · Based on the MD&A text of the filing

Expected Cost Increases for Remainder of Year

The company said it expects cost of revenue to increase during the remainder of 2025 compared with 2024, in particular co-location fees and depreciation of network equipment, citing investments in its network to support the continued growth of its cloud computing solutions and partner programs as factors.

Source · Based on the MD&A text of the filing

Convertible Notes Issuance and Share Repurchase

Akamai Technologies said it issued convertible senior notes with a par value of $1,725.0 million during the 9 months of 2025, repaid convertible senior notes with a par value of $1,150.0 million due in May 2025, and repurchased 10.0 million shares for a total of $800.0 million.

Source · Based on the MD&A text of the filing

Cash and Convertible Notes Balance as of Balance Date

The company said that as of September 30, 2025, its cash, cash equivalents and marketable securities totaled $1.8 billion, its convertible senior notes balance was $4,140.0 million, and it had no outstanding borrowings under its two revolving credit agreements.

Source · Based on the MD&A text of the filing

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

View the original filing on SEC EDGAR ↗

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