Every material Form 8-K Akamai Technologies filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Akamai reported third quarter 2025 revenue of $1.055 billion, up 5% year-over-year, and GAAP net income per diluted share of $0.97, up 155% from a year earlier when results included an $82 million restructuring charge. The company also gave fourth quarter 2025 revenue guidance of $1.065 billion to $1.085 billion and full-year 2025 revenue guidance of $4.178 billion to $4.198 billion, with non-GAAP net income per diluted share of $6.93 to $7.13 for the year.
Revenue was $1.055 billion, up 5% year-over-year and up 4% when adjusted for foreign exchange.
GAAP net income per diluted share was $0.97, compared with $0.38 in the third quarter of 2024; non-GAAP net income per diluted share was $1.86, up 17%.
Fourth quarter 2025 guidance: revenue of $1.065 billion to $1.085 billion and non-GAAP net income per diluted share of $1.65 to $1.85.
Akamai did not repurchase shares in the third quarter of 2025, but spent $800 million on buybacks during the first nine months of 2025.
Akamai reported second-quarter 2025 revenue of $1.043 billion, up 7% year over year, and non-GAAP earnings of $1.73 per diluted share, up 9%. CEO Tom Leighton said the company is increasing its revenue and earnings guidance for the rest of 2025, with full-year revenue now projected at $4.135 billion to $4.205 billion. GAAP net income fell 21% to $104 million, so shareholders should weigh the gap between GAAP and non-GAAP results.
Q2 2025 revenue was $1.043 billion, up 7% year over year; Cloud Infrastructure Services revenue was $71 million, up 30%.
Non-GAAP net income per diluted share was $1.73, up 9%; GAAP net income per diluted share was $0.71, down 17%.
Full-year 2025 revenue guidance is $4.135 billion to $4.205 billion; non-GAAP EPS guidance is $6.60 to $6.80.
Akamai repurchased 3.9 million shares for $300 million in the second quarter, at an average price of $77.51.
Akamai Technologies appointed two new directors, Janaki Akella and Bas Burger, effective July 7, 2025, to fill two board vacancies. The filing describes board service and committee roles but gives no financial results or guidance changes, so the event is administrative for shareholders.
Janaki Akella and Bas Burger were elected effective July 7, 2025, to fill two Board vacancies, serving until the 2026 Annual Meeting of Stockholders.
Akella joins the Audit and Finance Committees; Burger joins the Talent, Leadership and Compensation Committee and the Environmental, Social and Governance Committee.
Both will receive director compensation under the existing Non-Employee Director Compensation Plan, prorated for their start date.
Akamai completed a private offering of $1.725 billion in 0.25% convertible senior notes due May 15, 2033, including $225.0 million from the initial purchasers' option. The company used part of the proceeds for convertible note hedge and warrant transactions and to repurchase 3,870,468 shares of its common stock at $77.51 per share, with the rest earmarked to repay revolver borrowings and part of its 2027 convertible notes.
Notes total $1.725 billion principal, with a conversion price of about $93.01 per share, a premium of about 20% to the $77.51 closing price on May 14, 2025
About $300.0 million of proceeds used to repurchase 3,870,468 common shares at $77.51 per share
About $275.0 million used for note hedge costs, partly offset by warrant sale proceeds; about $250.0 million of revolver borrowings to be repaid
Notes mature May 15, 2033; holders may require repurchase on May 15, 2031 if the stock trades below the conversion price
At its May 14, 2025 annual meeting, Akamai stockholders approved an 8,000,000-share increase to the stock incentive plan and amendments removing supermajority voting requirements from the certificate of incorporation, effective on filing in Delaware that day. Stockholders also elected all nine director nominees, approved an advisory vote on executive pay, and ratified PricewaterhouseCoopers LLP as auditor for 2025, so the changes alter how shareholders can act on future matters.
Stock incentive plan amendment added 8,000,000 shares for grant; approved with 67,523,191 for and 46,618,828 against
Supermajority requirements in Articles Tenth, Eleventh and Twelfth were eliminated; the amendments took effect May 14, 2025
Advisory executive pay proposal approved with 99,157,714 for and 14,471,582 against
Two proposals to let shareholders call special meetings were reported as approved, with 59,520,777 and 58,453,104 votes for
Akamai signed an amendment on May 12, 2025 that raises its revolving credit commitments from $500.0 million to $1.0 billion and extends the maturity to November 22, 2028. On May 13, 2025, it announced a proposed private offering of $1.35 billion in convertible senior notes due 2033, with proceeds partly earmarked for repaying borrowings and repurchasing shares, which may affect shareholders through potential dilution and share repurchases.
Revolving commitments increased from $500.0 million to $1.0 billion; maturity extended from November 22, 2027 to November 22, 2028
Proposed offering of $1.35 billion convertible senior notes due May 15, 2033, with an option for up to an additional $202.5 million
About $275.0 million of proceeds planned for share repurchases from note purchasers; about $250.0 million for repaying revolver borrowings
The offering is subject to market conditions and terms, which will be set at pricing; no assurance it will be completed
Akamai reported first-quarter 2025 revenue of $1.015 billion, up 3% from a year earlier, while GAAP net income per diluted share fell 26% to $0.82. The company gave second-quarter revenue guidance of $1.012 billion to $1.032 billion and full-year 2025 revenue guidance of $4.050 billion to $4.200 billion, and it spent $500 million repurchasing 6.2 million shares.
Revenue was $1.015 billion, up 3% from $987 million; security revenue rose 8% to $531 million while delivery revenue fell 9%.
GAAP net income per diluted share was $0.82, down 26%; non-GAAP net income per diluted share was $1.70, up 4%.
Full-year 2025 guidance: revenue of $4.050 billion to $4.200 billion and non-GAAP net income per diluted share of $6.10 to $6.40.
Akamai repurchased 6.2 million shares for $500 million in the first quarter at an average price of $81.19.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Akamai Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →