Akamai Technologies Inc Stock Price, News & Analysis

Akamai Technologies (NASDAQ: AKAM) reported its Q1 2025 financial results with revenue reaching $1.015 billion, up 3% year-over-year. Security and cloud computing revenue, representing 69% of total revenue, grew 10% YoY. By segment, Security revenue was $531 million (+8% YoY), Delivery revenue was $319 million (-9% YoY), and Cloud computing revenue was $165 million (+14% YoY).

The company's GAAP net income per share decreased 26% to $0.82, while non-GAAP EPS increased 4% to $1.70. During Q1, Akamai repurchased 6.2 million shares for $500 million. For Q2 2025, the company expects revenue between $1.012-1.032 billion and full-year 2025 revenue guidance of $4.050-4.200 billion.

Akamai Technologies (NASDAQ: AKAM) has announced a strategic partnership with global IT services leader FPT to enhance cloud-native application development and deployment. As a new global systems integrator in the Akamai Partner Program, FPT will leverage its expertise in cloud migration, AI, and automation alongside Akamai's compute platform.

The partnership demonstrated its capabilities at the 2025 NAB Show, showcasing AI-driven media archive monetization for sports content. FPT's strong global presence spans 30 countries, with notable performance including a 27.4% year-on-year revenue increase in global IT services in 2024 and a 13.9% revenue growth in Q1 2025. The Americas region contributed 24% of FPT's global IT services revenue, including a significant USD 225 million deal.

Akamai Technologies (NASDAQ: AKAM) and P3M Works have announced a strategic partnership to deliver zero trust identity, credential, and access management (ICAM) solutions for UK government and defense supply chains. The collaboration combines Akamai's proven zero trust security capabilities, currently used by the U.S. Department of Defense, with P3M's expertise in UK government requirements.

The partnership will focus on Akamai's Zero Trust Federated ICAM solutions, which enable secure collaboration with vendors, contractors, and allies without exposing underlying networks. Key features include federated identity management, zero trust policy enforcement, continuous authentication, and comprehensive auditing. The joint offering will be available to UK government agencies and their supply chain partners starting in Q3 2025.

Akamai Technologies has unveiled Firewall for AI, a groundbreaking security solution designed to protect AI applications from emerging cyberthreats. The new product offers multilayered protection against unauthorized queries, adversarial inputs, and data-scraping attempts.

Key features include:

• Real-time AI threat detection with adaptive security rules
• Protection against prompt injection and model exploitation
• Compliance and data protection measures
• Flexible deployment options via Akamai edge, REST API, or reverse proxy
• Proactive filtering of AI outputs to prevent toxic content and data leaks

Additionally, Akamai introduced API LLM Discovery, an enhancement to their API Security platform that automatically discovers and protects GenAI and LLM API endpoints. This comprehensive security approach aims to safeguard enterprise models, data, and intellectual property as organizations increasingly adopt AI technologies.

Akamai Technologies (NASDAQ: AKAM) has announced significant updates to its Security Certified Service Provider programs for API security solutions and Guardicore Segmentation. The enhancement allows certified partners to provide Day-2 Operations Services for API security products and technical support for Guardicore Segmentation directly to customers.

The company revealed that it recorded 108 billion API attacks from January 2023 through June 2024, highlighting the critical need for robust API security. The Day-2 Operations Services include operational management, security incident management, and active testing for API security. For Guardicore Segmentation, services encompass segmentation administration, security incident management, and audit and compliance services.

Orange Cyberdefense in France has already endorsed these program updates, noting their enhanced ability to deliver services directly to customers and strengthen their microsegmentation service offering.

Akamai Technologies (NASDAQ: AKAM) has released its State of the Internet (SOTI) report revealing significant cybersecurity trends in 2024. The report highlights a 33% year-over-year increase in web attacks, totaling 311 billion incidents, largely driven by AI application adoption.

Key findings include:

• 150 billion API attacks documented from January 2023 through December 2024
• 94% increase in Layer 7 DDoS attacks between Q1 2023 and Q4 2024
• Monthly attack volumes rose from 500 billion to 1.1 trillion by December 2024
• Commerce sector faced over 230 billion web attacks, triple the amount of the second most targeted sector
• 32% increase in OWASP API Security Top 10-related incidents
• 30% growth in MITRE security framework alerts

Akamai Technologies (NASDAQ: AKAM), a cybersecurity and cloud computing company, has scheduled its first quarter 2025 investor conference call for Thursday, May 8, 2025, at 4:30 PM ET. The call will cover Q1 2025 financial results and may include forward-looking financial guidance from management.

The event will be accessible via live dial-in numbers (U.S.: 833-634-5020, International: 412-902-4238) and will be broadcast live on Akamai's Investor Relations webpage. A two-week replay will be available by calling 877-344-7529 (U.S.) or 412-317-0088 (International) with Conference ID: 9406971. The webcast recording will be archived on Akamai's website.

Akamai Technologies (NASDAQ: AKAM) has unveiled App & API Protector Hybrid, expanding its web application firewall (WAF) capabilities across multiple environments. The new solution enables organizations to implement consistent security measures for applications and APIs across multicloud, on-premises, and CDN-agnostic infrastructures.

The hybrid solution offers three key benefits:

• Standardization of WAF protections across multiple environments with unified policy enforcement
• Reduced operational overhead through consolidated security management
• Seamless and secure deployment across multicloud and on-premises environments

The product enhances protection against sophisticated threats while providing resilience, scalability, and simplified security management for applications, APIs, microservices, and workloads.