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Akamai Technologies, Inc. (AKAM) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Akamai reported Q4 2025 earnings on February 19, 2026, with CEO Tom Leighton and CFO Ed McGowan highlighting record revenue growth driven by cloud security and edge computing demand. The company emphasized its quantum-resistant encryption initiatives, noting accelerated R&D to counter emerging post-quantum cybersecurity threats amid rising enterprise adoption of hybrid IT architectures. Guidance for 2026 reflects cautious optimism, citing macroeconomic uncertainties but projecting double-digit growth in security solutions, including quantum-safe algorithms for financial and government sectors. Analysts pressed executives on quantum computing’s impact on Akamai’s CDN infrastructure, with Leighton confirming partnerships with NIST and IBM to integrate post-quantum cryptography by 2027. CFO McGowan underscored a 15% YoY increase in R&D spending, prioritizing quantum resilience and AI-driven traffic optimization to maintain Akamai’s edge in next-gen cybersecurity.
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SA Transcripts158.51K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Akamai Technologies, Inc. (AKAM) Q4 2025 Earnings Call February 19, 2026 4:30 PM EST Company Participants Mark Stoutenberg - Head of Investor RelationsF. Leighton - Co-Founder, CEO, President & DirectorEd McGowan - Executive VP, CFO & Treasurer Conference Call Participants Sanjit Singh - Morgan Stanley, Research DivisionMichael Cikos - Needham & Company, LLC, Research DivisionRishi Jaluria - RBC Capital Markets, Research DivisionRoger Boyd - UBS Investment Bank, Research DivisionFatima Boolani - Citigroup Inc., Research DivisionRobert Palmisano - Raymond James & Associates, Inc., Research DivisionJohn DiFucci - Guggenheim Securities, LLC, Research DivisionWilliam Power - Robert W. Baird & Co. Incorporated, Research DivisionAidan Daniels - KeyBanc Capital Markets Inc., Research DivisionPatrick Edwin Colville - Scotiabank Global Banking and Markets, Research DivisionJonathan Ho - William Blair & Company L.L.C., Research DivisionRudy Kessinger - D.A. Davidson & Co., Research DivisionArti Vula - JPMorgan Chase & Co, Research DivisionVijay Homan - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Good day, and welcome to the Q4 2025 Akamai Technologies, Inc.

Earnings Conference Call. [Operator Instructions] Please note that today's event is being recorded. I would now like to turn the conference over to Mark Stoutenberg, Head of Investor Relations. Please go ahead, sir. Mark StoutenbergHead of Investor Relations Good afternoon, everyone, and thank you for joining Akamai's Fourth Quarter 2025 Earnings Call. Speaking today will be Tom Leighton, Akamai's Chief Executive Officer; and Ed McGowan, Akamai's Chief Financial Officer. Please note that today's comments include forward-looking statements, including those regarding revenue and earnings guidance. These forward-looking statements are based on current expectations and assumptions that are subject to certain risks and uncertainties and involve a number of factors that could cause actual results to differ materially from those expressed or implied. The factors include, but are not limited to, any impact from macroeconomic trends, the

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