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Rankings/AKAM/Q3 2025 Analysis

Akamai Technologies Inc

AKAM
Q3 2025(AKAM Q2 FY2025)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$233.5M
AI Revenue (Q)
$26.1M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q2 2025 revenue was $1,043.5M. Segment note continues to show single-segment cost decomposition but no product-level revenue split. The company's overview now explicitly references 'security, delivery and cloud computing solutions' as the three pillars, with compute growing from Linode and 'enhanced services on our compute platform.' No AI-specific revenue is disclosed. The company continues to embed AI across products but these remain features, not separately-priced AI services. Maintaining 2.5% (~$26.1M).
Analyzed by claude-opus-4-6

Quoted Figures

Revenue $1,043,494 thousand for three months ended June 30, 2025
10-Q filed for period ending June 30, 2025, Condensed Consolidated Statements of Income
The Company is currently organized and operates as one operating and reportable segment
10-Q filed for period ending June 30, 2025, Notes - Segment Information

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