Core Insights - Akamai Technologies reported strong financial performance for Q4 and full-year 2025, with notable revenue growth in key product areas, particularly in Cloud Infrastructure Services and security solutions [4][5][6]. Financial Performance - Q4 2025 revenue reached $1.095 billion, a 7% increase from Q4 2024, and a 6% increase when adjusted for foreign exchange [5][6]. - Full-year 2025 revenue totaled $4.208 billion, up 5% year-over-year, and adjusted for foreign exchange [5][6]. - Cloud Infrastructure Services revenue for Q4 was $94 million, reflecting a 45% year-over-year increase, and $314 million for the full year, up 36% [5][6]. - Security revenue for Q4 was $592 million, an 11% increase year-over-year, and $2.243 billion for the full year, up 10% [6][10]. Profitability Metrics - GAAP net income for Q4 was $85 million, a 39% decrease from Q4 2024, while full-year GAAP net income was $452 million, down 10% year-over-year [10][11]. - Non-GAAP net income for Q4 was $270 million, up 6% year-over-year, and $1.046 billion for the full year, a 5% increase [11][12]. - GAAP net income per diluted share for Q4 was $0.58, down 36% from the previous year, while for the full year it was $3.07, down 6% [12][10]. Operational Efficiency - GAAP income from operations for Q4 was $95 million, a 36% decrease from Q4 2024, while full-year GAAP income from operations was $567 million, a 6% increase [8][9]. - Non-GAAP income from operations for Q4 was $316 million, a 6% increase year-over-year, and $1.254 billion for the full year, up 7% [9][8]. Cash Flow and Capital Management - Cash from operations for Q4 was $367 million, representing 33% of revenue, and for the full year, it was $1.519 billion, or 36% of revenue [13][24]. - The company did not repurchase shares in Q4 2025 but spent $800 million to repurchase 10 million shares throughout the year [14]. Geographic Revenue Breakdown - U.S. revenue for Q4 was $553 million, up 4% year-over-year, and $2.139 billion for the full year, up 3% [15][27]. - International revenue for Q4 was $542 million, up 11% year-over-year, and $2.069 billion for the full year, up 8% [15][27]. Future Guidance - For Q1 2026, Akamai expects revenue between $1.060 billion and $1.085 billion, with a non-GAAP operating margin of 26% to 27% [16]. - For the full year 2026, revenue guidance is set between $4.400 billion and $4.550 billion, with a non-GAAP net income per diluted share expected to be between $6.20 and $7.20 [16].

Today, Microsoft’s influence stretches across Azure cloud computing, Microsoft 365 productivity tools, developer platforms, enterprise solutions, and gaming. What truly defines the company is its evolution – from boxed software to subscription ecosystems, from on-premise servers to AI-powered cloud platforms. Whether in corporate boardrooms, university classrooms, or everyday households, Microsoft has woven itself into the digital fabric of modern life – steady, scalable, and constantly reinventing itself.M ...

Feb 19 (Reuters) - Advanced Micro Devices is set to provide a $300 million loan guarantee for cloud computing startup Crusoe ‌to buy and deploy its AI chips, The Information ‌reported on Thursday, following in the footsteps of rival AI giant Nvidia . AMD backstopped the ​deal by offering to lease back its own chips from Crusoe if the startup is unable to secure customers such as AI developers, The Information said, citing people with knowledge of the deal. The loan ‌from Goldman Sachs will ⁠be backed b ...

If you have $2,000 available for investing that isn't needed for an emergency fund or to pay off monthly bills, there are several attractive stocks out there to take a closer look at. If you are looking at the consumer sector, these three stocks, in particular, are worth considering right now. Image source: Getty Images Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia ...

Core Viewpoint - Leading fund managers, including Bill Ackman, Seth Klarman, and Stanley Druckenmiller, have increased their stakes in Amazon (AMZN) during Q4 2025, despite the stock's recent underperformance [1][2] Group 1: Fund Manager Activity - Bill Ackman, known for his iconic $27 million bet on credit default swaps that turned into $2.6 billion, is among the investors adding Amazon shares [1] - Seth Klarman, recognized for his value investing approach, and Stanley Druckenmiller, who has achieved over 30% average annual returns for three decades, are also investing in Amazon [2] Group 2: Amazon's Stock Performance - Amazon was the worst-performing stock among the "Magnificent 7" in the previous year, starting 2026 strong but subsequently declining over 11% [4] - The stock's performance issues are compounded by a significant post-earnings slump, making it the second-worst performer after Microsoft [4] Group 3: Market Concerns - Amazon is losing market share in the cloud sector to competitors like Alphabet and Microsoft, which has raised investor concerns despite Amazon's absolute dollar growth [5] - The company's digital advertising business faces long-term challenges, particularly with the rise of AI agents, prompting Amazon to issue a cease and desist letter to a competitor [6] - Amazon's projected capital expenditures for 2026 are set at $200 billion, significantly higher than last year's $131 billion and over $50 billion above market expectations, raising investor apprehension [7]

Unilever PLC (NYSE:UL) disclosed on Tuesday that it embarked on a transformative five-year partnership with Alphabet Inc.’s (NASDAQ:GOOG) Google Cloud. The deal aims to revolutionize consumer goods through advanced AI and data technologies. This collaboration intends to enhance Unilever’s brand portfolio, including well-known names like Dove and Vaseline, by leveraging Google Cloud’s AI capabilities to create a new model for consumer engagement. This strategic alliance will migrate Unilever’s data and c ...

Chart created using Benzinga ProRXT stock is now testing its 200-day moving average near $1.20, a level widely used to define long-term trend direction. Stocks trading below this level are generally considered to be in long-term downtrends, while sustained moves above it often signal structural reversals.Volume Surge Confirms Elevated Market ParticipationRackspace's average daily trading volume has risen to approximately 7.9 million shares, based on its 9-day volume average. This marks a sharp increase from ...

Group 1: Core Comparison between Microsoft and Alphabet - Microsoft and Alphabet have both significantly increased investor wealth, but Alphabet is viewed as the more promising stock for new investors [1] - Microsoft is experiencing challenges in the AI sector, particularly with its AI-powered personal assistant, Copilot, which has only attracted 15 million subscribers out of 450 million potential users [4][5] - Microsoft's cloud computing business, while still profitable, is reportedly losing market share despite revenue growth, indicating that simply growing revenue is insufficient in a competitive environment [7] Group 2: Alphabet's Strengths - Alphabet's Google Cloud business has seen a record-breaking growth, achieving a 21% share of worldwide cloud computing revenue in the fourth quarter of the previous year [9] - Google's AI technologies, including Gemini, are gaining significant traction, with Gemini accounting for about one-fifth of user requests in the AI-powered chat assistant market, while ChatGPT dominates with nearly two-thirds market share [6]

Plus, strategically, Snowflake has leaned deeper into artificial intelligence (AI). A $200 million agreement with OpenAI, alongside its partnership with Anthropic, positions the company to capture more AI-related workloads. And this could potentially draw revenue away from traditional cloud infrastructure giants.Its reach spans financial services, media, retail, healthcare, manufacturing, technology, telecom, travel, and the public sector – essentially any industry where data is central to decision-making.F ...

Core Viewpoint - Amazon received a bullish outlook from Bernstein, with a 'Buy' rating and a 12-month price target of $265, representing a 30% increase from the current level of $203.59 [1][2] Group 1: Analyst Ratings and Price Targets - Bernstein analyst Mark Shmulik reiterated a 'Buy' rating for Amazon, setting a price target of $265, which is a downgrade from the previous target of $300 [2] - Wall Street analysts have an average price target of $282.14 for Amazon, indicating a potential upside of 37.77% from the current price of $204.79 [10] - The highest price target among 44 analysts is $325, while the lowest is $175, reflecting a range of expectations for Amazon's stock performance [10] Group 2: Market Performance and Sentiment - Amazon's stock has experienced a decline of 11.87% over the last month and 11.82% year-to-date [4] - Despite recent stock market troubles, Wall Street maintains a generally optimistic outlook for Amazon, with a predicted 38% rally for the stock [9] - The stock is considered oversold, with a 10.19% decline over the past 12 months, despite a rally in the second half of 2025 [7] Group 3: Institutional Actions - Warren Buffett reduced his Amazon stock position by approximately $1.7 billion, nearly 80%, during his final quarter as CEO of Berkshire Hathaway [8]