Akamai Technologies Inc Stock Price, News & Analysis

Akamai (NASDAQ: AKAM) announced a strategic collaboration with Visa (NYSE: V) on Dec. 17, 2025 to integrate Visa’s Trusted Agent Protocol with Akamai Cloud's edge-based behavioral intelligence and user recognition. The integration aims to authenticate AI shopping agents, link agents to underlying users, and protect payments to reduce fraud before transactions touch sensitive systems. Key figures cited include a 300% surge in AI-powered bot traffic year-over-year and > 25 billion AI bot requests during a two-month period, and the protocol is positioned to scale across 175 million Visa-accepting merchant locations.

The collaboration targets merchant confidence in agentic commerce by differentiating trusted AI agents from malicious bots and preserving user identity and payment integrity at global scale.

Akamai and Visa (V) announced a strategic collaboration to integrate Visa’s Trusted Agent Protocol with Akamai Cloud capabilities to authenticate AI shopping agents, strengthen identity and user recognition, and help prevent fraud in agentic commerce.

Key points: Visa Trusted Agent Protocol will convey agent intent and payment signals; Akamai will apply edge-based behavioral intelligence and user recognition to detect anomalies before transactions touch sensitive systems. The release cites a 300% surge in AI-powered bot traffic and more than 25 billion AI bot requests in a two-month period, and notes Trusted Agent Protocol can scale to 175 million Visa-accepting merchant locations.

Akamai (NASDAQ: AKAM) announced on December 3, 2025 that an accredited third-party assessment organization (3PAO) confirmed Akamai Cloud achieved FedRAMP High Ready status. This status indicates Akamai Cloud completed an independent assessment and meets the FedRAMP High security baseline, positioning the company to support federal agencies handling highly sensitive data and critical missions at AAL3, IAL3, and FAL3 identity assurance levels.

Akamai Cloud groups services into Build, Secure, and Deliver categories and highlighted FedRAMP-appropriate offerings such as Guardicore segmentation, App & API Protector, Prolexic DDoS mitigation, Edge DNS, Global Traffic Management, Ion, and mPulse. The announcement notes FedRAMP High Ready is an attestation of readiness and not a final FedRAMP authorization.

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.