Akamai Technologies, Inc.

NASDAQ•AKAM

CEO: Dr. F. Thomson Leighton

セクター: Technology

業種: Software - Infrastructure

上場日: 1999-10-29

Akamai Technologies, Inc. provides cloud computing, security, and content delivery services in the United States and internationally. The company offers cloud solutions to keep infrastructure, websites, applications, application programming interfaces, and users safe from various cyberattacks and online threats while enhancing performance. It also provides web and mobile performance solutions to enable dynamic websites and applications; media delivery solutions, including video streaming and video player services, game and software delivery, broadcast operations, authoritative domain name system, resolution, and data and analytics; and cloud computing services, such as compute, storage, networking, database, and container management services to build, deploy, and secure applications and workloads. In addition, the company offers content delivery solutions; and an array of service and support to assist customers with integrating, configuring, optimizing, and managing its offerings. It sells its solutions through various channel partners. Akamai Technologies, Inc. was incorporated in 1998 and is headquartered in Cambridge, Massachusetts.

連絡先情報

145 Broadway, Cambridge, MA, 02142, United States

617-444-3000

www.akamai.com

時価総額

$15.28B

PER (TTM)

33.7

44.9

配当利回り

52週高値

$113.50

52週安値

$67.51

52週レンジ

83%

順位18Top 5.0%

6.3

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

強い • 6.3 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$1.09B+0.00%

直近4四半期の推移

EPS

$0.59+0.00%

直近4四半期の推移

フリーCF

$161.89M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Growth Total revenue reached $4.21B USD, marking a 5% increase over 2024 results, driven by key segments.

Security and Cloud Growth Security revenue grew 10% to $2.24B USD; Cloud computing revenue increased 12% to $708.05M USD.

Strong Operating Cash Flow Net cash provided by operating activities totaled $1.52B USD, demonstrating strong liquidity to fund strategic growth initiatives.

Margin Pressure Noted Operating income margin remained 13% in 2025, down from 17% in 2023, showing margin pressure from rising costs.

リスク要因

Delivery Revenue Decline Delivery solutions revenue fell 5% due to pricing pressure and customer migration toward DIY optimization strategies impacting traffic.

Global Macro Headwinds Macroeconomic and geopolitical conditions may harm business by impacting customer spending and increasing inflation rates.

Expense Control Critical Failure to control expenses, especially rising co-location and network costs, could significantly reduce operating profitability.

Innovation Uncertainty Developing or acquiring attractive new AI/security solutions is complex, lengthy, and carries uncertain prospects for success.

見通し

Focus on Core Investment Plan to continue investing heavily in faster-growing security and cloud infrastructure services throughout 2026 to drive future revenue.

Cost Management Required Expect cost of revenue to increase in 2026, requiring disciplined management of co-location and bandwidth costs to maintain margins.

AI Edge Expansion Launched Akamai Inference Cloud (AIC) to expand AI inference capabilities from core data centers to the internet edge.

R&D Expense Increase Expect R&D costs to increase in 2026, supporting development for security and cloud computing solutions expansion efforts.

同業比較

売上高 (TTM)

CACI

$8.98B

+10.4%

OTEX

$5.20B

-3.4%

DOX

$4.58B

-6.0%

粗利益率 (最新四半期)

IDCC

79.6%

+3.4pp

PEGA

79.5%

+2.0pp

DBX

79.2%

-2.8pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
AKAM	$15.28B	33.7	9.6%	60.2%
CACI	$13.53B	26.0	13.2%	37.9%
JKHY	$12.04B	23.7	23.8%	3.5%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

2.6%

緩やかな成長

4四半期純利益CAGR

-11.6%

収益性の低下

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月6日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし