Akamai Technologies Inc
AKAMQ2 2025(AKAM Q1 FY2025)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$233.5M
AI Revenue (Q)
$25.4M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 2025 revenue was $1,015.1M. This is the first quarter with segment note disclosures (new FASB requirement for single-segment entities effective FY2024 annual / FY2025 interim). The segment note shows cost breakdown but NOT product-level revenue. Revenue continues growing. Akamai's MD&A describes 'security, delivery and cloud computing solutions' revenue growth but no AI-specific quantification. The company is increasingly positioning its compute platform for AI workloads and embedding AI features across security products. Incrementing to 2.5% (~$25.4M) to reflect continued growth in AI compute adoption and AI-enhanced security product momentum.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $1,015,139 thousand for three months ended March 31, 2025
10-Q filed for period ending March 31, 2025, Condensed Consolidated Statements of Income
Increased sales of our security solutions, led by application security solutions and Guardicore segmentation solutions and increased sales of our cloud computing solutions, attributable to our acquisition of Linode Limited Liability Company and enhanced services on our compute platform, have made a significant contribution to revenue growth
10-Q filed for period ending March 31, 2025, MD&A
AI Products Identified (Ring 1)
Cloud compute for AI inferenceAI-powered cybersecurityGenerative AI for security investigationEdge AI inferenceAI network throughput
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Content delivery networkWeb application firewallDDoS mitigationBot managementGuardicore microsegmentationAPI Security
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix