Akamai Technologies Inc
AKAMQ4 2025(AKAM Q3 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$274.3M
AI Revenue (Q)
$31.6M
Total Revenue (Q)
$1.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 2025 revenue was $1,054.6M. The segment note shows growing infrastructure investment (co-location fees up to $86.8M from $79.1M YoY, property and equipment net up to $2.32B from $1.95B). This infrastructure buildout likely includes compute capacity that serves AI workloads. The company's description of compute-to-edge solutions and AI-powered security products has become more prominent. However, there remains ZERO quantitative AI revenue disclosure. Akamai does not break out compute revenue, let alone AI-specific compute revenue. Incrementing to 3.0% (~$31.6M) to reflect the growing maturity of Akamai's AI product positioning and broader AI workload adoption on cloud platforms, while acknowledging that the vast majority of Akamai's revenue still comes from CDN delivery and cybersecurity products that are not AI-specific.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $1,054,630 thousand for three months ended September 30, 2025
10-Q filed for period ending September 30, 2025, Condensed Consolidated Statements of Income
Revenue $3,113,263 thousand for nine months ended September 30, 2025 vs $2,971,229 for nine months ended September 30, 2024
10-Q filed for period ending September 30, 2025, Condensed Consolidated Statements of Income
The key factors that influence our financial success are our ability to build on recurring revenue commitments across our security, delivery and compute product portfolios, increase traffic on our network, continue to develop, scale and successfully bring to market our compute platform and compute-to-edge solutions that meet the needs of professional users and enterprises
10-Q filed for period ending September 30, 2025, MD&A Overview
AI Products Identified (Ring 1)
Cloud compute for AI inferenceAI-powered cybersecurityGenerative AI for security investigationEdge AI inferenceAI network throughputCompute-to-edge AI solutions
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