Akamai Q4 EPS Beats by $0.09, Revenue Rises 7%, Guides Below Consensus
Akamai reported Q4 non-GAAP EPS of $1.84, beating consensus by $0.09 and delivering $1.095 billion in revenue, up 7% year-over-year. The company forecast fiscal 2026 non-GAAP EPS of $6.20–7.20 below the $7.34 consensus and revenue of $4.4–4.55 billion, prompting an 8% after-hours slide.
1. Q4 Financial Performance
Akamai posted Q4 non-GAAP EPS of $1.84, beating consensus by $0.09, and delivered $1.095 billion in revenue, up 7% year-over-year. Security offerings generated $592 million, up 11%, while Guardicore Segmentation and API Security revenue jumped 36% to $90 million and Cloud Infrastructure Services climbed 45% to $94 million; delivery revenue dipped 2%. Non-GAAP net income reached $270 million, adjusted EBITDA was $458 million with a 42% margin, and GAAP EPS fell 36% to $0.58 after a $55 million restructuring charge.
2. FY2026 Guidance and After-hours Reaction
Management guided fiscal 2026 non-GAAP EPS between $6.20 and $7.20, below the $7.34 consensus estimate, and forecasted revenue of $4.4 billion to $4.55 billion with operating margins of 26% to 28%. Shares declined about 8% in after-hours trading as investors weighed softer guidance against the quarterly beat.