Скачать или смотреть Akamai Q3 2025 Earnings: AI Edge Pivot Sparks 15% Stock Surge

Akamai Technologies' Q3 2025 earnings reveal a pivotal transformation from legacy CDN services to a high-growth security and cloud infrastructure powerhouse. The company reported a 5% revenue increase to $1.055 billion, beating expectations, with standout growth in Cloud Infrastructure Services (CIS) at 39% YoY and security revenues up 10%. Non-GAAP EPS surged 17% YoY to $1.86, significantly surpassing analyst estimates, driven by a favorable revenue mix and cost control.

Central to Akamai's growth story is the launch of the Akamai Inference Cloud, leveraging NVIDIA AI infrastructure across 17+ global edge locations. This innovative platform enables low-latency AI inference closer to users, capitalizing on Akamai's extensive 4,000+ points of presence worldwide. Major contracts with all three U.S. hyperscalers, a $37 million deal with a global gaming company, and a $31 million commitment from a leading European bank underscore increasing enterprise adoption.

Despite a modest 4% decline in legacy delivery revenue, management's raised full-year guidance and strategic focus on security and compute services highlight a sustainable growth trajectory. The market responded enthusiastically, driving Akamai's stock up over 15% post-earnings, reflecting investor confidence in its AI-driven edge and cloud infrastructure pivot. This episode dives deep into the financials, strategic initiatives, and future outlook, offering insights into Akamai's evolving role in the cloud and AI landscape.

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