By Simply Wall St
Publication Date: 2026-02-14 15:11:00
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Akamai Technologies recently reported strong Q3 2025 results, highlighting faster Cloud Infrastructure Services growth, resilient security revenue, and guidance for full-year 2025 adjusted EPS of US$6.93–US$7.13.
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The company also introduced its NVIDIA-powered Akamai Inference Cloud for AI at the edge, underscoring management’s focus on expanding higher-value AI and cloud infrastructure offerings.
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We’ll now examine how Akamai’s upbeat guidance and launch of its NVIDIA-powered Inference Cloud reshape its investment narrative and risk profile.
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To own Akamai today, you need to believe its pivot toward cloud infrastructure, security, and AI at the edge can outweigh pressure on its legacy delivery business and rising competition from hyperscalers. The Q3 2025 beat and stronger EPS guidance reinforce the near term catalyst around accelerating Cloud Infrastructure Services, but they also heighten the key risk that higher CapEx and partner-driven compute could compress margins if new workloads ramp more slowly than expected.
The launch of the NVIDIA powered Akamai Inference Cloud is the announcement most tied to this earnings move, as it directly targets AI workloads that could support the CIS ARR growth analysts are watching. It sits at the center of the catalyst around rising AI, data, and security demand, but it also increases execution…
