Akamai(US:AKAM) ZACKS·2025-08-04 14:02Core Insights - Akamai Technologies, Inc. (AKAM) is set to release its second-quarter 2025 results on August 7, with expectations of higher revenues year over year due to strong demand in security and compute verticals [1][9] - The company achieved an earnings surprise of 7.6% in the last quarter and has a trailing four-quarter average earnings surprise of 4.8% [1] Factors at Play - Akamai announced that Devsisters Inc. will utilize its Akamai Cloud platform to enhance its global game services infrastructure, aiming for improved deployment and scaling for new game releases [2] - A strategic partnership with Cloudinary was formed to integrate AI-powered video solutions into Akamai Video Manager, addressing common video management challenges [3] - Collaboration with FPT aims to assist customers in building and optimizing distributed cloud applications on Akamai Cloud, likely generating incremental revenues [3] Product Launches and Innovations - Akamai launched Firewall for AI, providing multilayered protection for AI applications against various threats [4] - The introduction of App & API Protector Hybrid enhances security for applications and APIs, while Akamai API Security features were upgraded to counter evolving threats [4] - The launch of Akamai DNS Posture Management offers unified visibility over DNS assets, enabling real-time monitoring and remediation of security risks [5] Revenue Expectations - Revenue estimates for the security segment are projected at $553 million, reflecting a 10.9% year-over-year growth [6] - The compute vertical is expected to generate $165.7 million, indicating a 9.4% improvement year over year [6] - Delivery segment revenues are anticipated to decline by 8.4%, projected at $301.6 million [6] Overall Financial Projections - The Zacks Consensus Estimate for total revenues in Q2 is $1.02 billion, up from $980 million year over year [7] - The consensus estimate for adjusted earnings per share is $1.55, down from $1.58 reported a year ago [7]