Akamai Technologies Inc Stock Price, News & Analysis

Akamai (NASDAQ: AKAM) announced a partnership with Zuplo on Dec 2, 2025 to modernize AccuWeather’s API delivery and monetization. The integration pairs Akamai’s global edge platform with Zuplo’s developer-first API gateway to reduce latency, improve reliability, and add authentication and monetization features.

The companies co-developed a redesigned developer portal that centralizes registration, authentication, payments, analytics, and revenue tracking, enabling AccuWeather to simplify API management, strengthen security, and accelerate time-to-market for paid API products.

Akamai (NASDAQ: AKAM) announced on December 1, 2025 that it has acquired Fermyon, a serverless WebAssembly (Wasm) function‑as‑a‑service (FaaS) company. The deal integrates Fermyon’s cloud‑native Wasm FaaS and open‑source projects (Spin and SpinKube) with Akamai’s global edge platform to simplify deploying AI inference and lightweight serverless workloads at the edge.

Fermyon co‑founders Matt Butcher and Radu Matei and other employees will join Akamai’s Cloud Technology Group. Akamai said it will continue to support Fermyon’s open‑source work and plans deeper integration with its performance and security products. Akamai anticipates no material impact to 2025 financial guidance from the transaction.

Akamai (NASDAQ: AKAM) reported Q3 2025 revenue $1.055B, up 5% year‑over‑year (4% FX‑adjusted). Security revenue $568M (+10% YoY); Cloud Infrastructure Services $81M (+39% YoY). GAAP EPS was $0.97 (+155% YoY) and non‑GAAP EPS was $1.86 (+17% YoY). GAAP operating margin was 16% (up 9pp); non‑GAAP operating margin was 31% (up 2pp). Cash from operations was $442M (42% of revenue); cash and equivalents were $1.813B. Company repurchased $800M for 10.0M shares year‑to‑date. Guidance: Q4 revenue $1,065M–$1,085M; FY non‑GAAP EPS $6.93–$7.13; FY capex ~20% of revenue.

Akamai (NASDAQ: AKAM) said on Nov 5, 2025 it is seeing early traction for Akamai Inference Cloud, a week after its debut at NVIDIA GTC. The company reported a surge in demand as customers move from experimentation to production.

Use cases cited include 8K video workflows with Harmonic, live video intelligence with Monks, recommendation engines for global retailers, context-aware game chatbots, AI-powered fit rooms and smart toys.

Akamai (NASDAQ:AKAM) launched Akamai Inference Cloud on October 28, 2025, a distributed edge AI inference platform built with NVIDIA Blackwell infrastructure to deliver low-latency, real-time AI inference from core to edge.

The platform pairs NVIDIA RTX PRO Servers, RTX PRO 6000 Blackwell GPUs, BlueField DPUs, and NVIDIA AI Enterprise software with Akamai's global edge network of over 4,200 locations. Initial availability targets 20 locations with expanded rollout planned. Use cases include agentic AI, streaming inference for real-time decisioning, and physical AI for autonomous systems, with an orchestration layer routing tasks between edge and centralized AI factories.

Akamai Technologies (NASDAQ: AKAM) will hold its Third Quarter 2025 investor conference call on Thursday, November 6, 2025 at 4:30 PM ET. The call will include the company’s Q3 2025 financial results and may include forward-looking financial guidance from management. The event will be broadcast live via the company’s Investor Relations webpage and includes U.S. and international dial-in numbers with a provided password. A replay will be available for two weeks after the call by phone with Conference ID 7434917, and an archived webcast will be accessible on the Akamai website.

Akamai (NASDAQ: AKAM) announced that Akamai App & API Protector was named a Customers' Choice in the 2025 Gartner Peer Insights Voice of the Customer for Cloud WAAP.

This is Akamai's sixth consecutive year receiving Customers' Choice recognition, backed by a 99% willingness to recommend rating from 133 verified reviews (as of July 2025). The report compiles peer reviews from verified end users and evaluates cloud web application and API protection solutions.

Akamai (NASDAQ: AKAM) released The Segmentation Impact Study (Oct 8, 2025) based on a 1,200‑leader survey showing microsegmentation shortens ransomware containment and improves cyber insurance outcomes. Key findings: 79% of organizations faced at least one ransomware attack in 24 months; only 35% have microsegmentation broadly deployed; half of non‑adopters plan implementation within two years; 68% of adopters plan to increase investment. For large organizations (> $1B revenue) microsegmentation cut ransomware containment time by 33%. Insurers increasingly assess segmentation (75%), and 60% of organizations reported premium reductions tied to segmentation maturity.

The report lists adoption drivers, benefits for audit and claims, common implementation challenges, and Akamai's AI investments to ease adoption.

Akamai (NASDAQ: AKAM) and Queue-it launched Hype Event Protection on October 6, 2025, a joint solution combining Akamai Bot Manager and Queue-it virtual waiting room to protect high‑demand sales from bots.

The solution limits bots' speed and scale by controlling traffic into events, randomizing customers into queues, and blocking or re‑queuing detected bots. A European ticketing provider used the solution in August 2025; in one on‑sale it reportedly mitigated over 2 million bots (≈98% of traffic) and gave real fans a 50x higher chance of securing tickets. Hype Event Protection is available to organizations using both Akamai Bot Manager and Queue-it virtual waiting rooms.