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Akamai Technologies (AKAM) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | February 19, 2026, 6:00 PM

Akamai Technologies (AKAM) reported $1.09 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.4%. EPS of $1.84 for the same period compares to $1.66 a year ago.

The reported revenue represents a surprise of +1.63% over the Zacks Consensus Estimate of $1.08 billion. With the consensus EPS estimate being $1.75, the EPS surprise was +5.01%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Akamai Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Security: $592.36 million versus $589.58 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +10.8% change.
  • Revenue- Compute: $191.44 million compared to the $195.32 million average estimate based on seven analysts. The reported number represents a change of +14.3% year over year.
  • Revenue- Delivery: $311.11 million versus the seven-analyst average estimate of $292.42 million. The reported number represents a year-over-year change of -2.1%.

View all Key Company Metrics for Akamai Technologies here>>>

Shares of Akamai Technologies have returned +16.6% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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