Akamai Forecasts Q4 Revenue of $1.07B, Launches Inference Cloud with NVIDIA GPUs
Akamai is set to report Q4 2025 results on Feb. 19 with revenues expected at $1.07 billion versus $1.02 billion year ago and adjusted EPS of $1.75 up from $1.66. Recent launches—Inference Cloud with NVIDIA Blackwell GPUs—and an expanded Apiiro partnership aim to drive security and AI-growth.
1. Q4 2025 Earnings Preview
Akamai will release Q4 2025 results on Feb. 19, with consensus revenue estimated at $1.07 billion, up from $1.02 billion year-over-year, and adjusted EPS projected at $1.75 versus $1.66 last year. In the prior quarter the company posted a 13.41% earnings surprise and averaged a 10.46% surprise over the trailing four quarters.
2. Apiiro Partnership Expansion
During the quarter, Akamai expanded its partnership with Apiiro to integrate application security posture management into Akamai’s platform, aiming to offer end-to-end security throughout the software development lifecycle and drive demand in the security vertical.
3. Launch of Inference Cloud Platform
Akamai launched its Inference Cloud platform powered by NVIDIA’s Blackwell GPUs and AI software stack, extending AI inference capabilities from core data centers to the edge for low-latency applications such as autonomous vehicles, industrial automation and smart city infrastructure.
4. Introduction of ISV Catalyst Program
The new ISV Catalyst partner program invites independent software vendors to build, market and sell solutions on Akamai’s global cloud, providing a referral-based path to accelerate customer engagement and broaden Akamai’s application ecosystem.