Akamai Technologies 과거 순이익 실적
과거 기준 점검 1/6
Akamai Technologies의 수입은 연평균 -5.9%의 비율로 감소해 온 반면, IT 산업은 수입이 연평균 10.3% 증가했습니다. 매출은 연평균 5%의 비율로 증가해 왔습니다. Akamai Technologies의 자기자본이익률은 8.9%이고 순이익률은 10.2%입니다.
핵심 정보
-5.91%
순이익 성장률
-3.42%
주당순이익(EPS) 성장률
| IT 산업 성장률 | 22.43% |
| 매출 성장률 | 4.98% |
| 자기자본이익률 | 8.87% |
| 순이익률 | 10.20% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • May 21
AKAM: AI Infrastructure Deals And Heavy Investment Will Shape Balanced Future Outlook
Akamai Technologies' analyst fair value estimate has moved from $110.98 to $157.16 as analysts factor in higher revenue growth expectations tied to AI infrastructure demand and recent deals, while also acknowledging ongoing margin pressure from increased investment. Analyst Commentary Recent research updates show a wide range of reactions to Akamai Technologies, with many firms lifting price targets while debating how much near term margin pressure and elevated capital spending should affect valuation.분석 기사 • May 16
Investors Can Find Comfort In Akamai Technologies' (NASDAQ:AKAM) Earnings Quality
Akamai Technologies, Inc.'s ( NASDAQ:AKAM ) recent soft profit numbers didn't appear to worry shareholders, as the...Seeking Alpha • May 10
Akamai Technologies Cements Itself As An AI Beneficiary
Summary Akamai Technologies, Inc. reported Q1 results nearly in line with Wall Street expectations. Security and cloud infrastructure showed good momentum, but pressure in the delivery segment continued to weigh on AKAM's growth and margins. A new $1.8 billion AI cloud infrastructure deal is major news for AKAM, cementing the company as an AI beneficiary. I estimate AKAM stock to have a fair value of $148.30. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 29
AKAM: Heavy AI Capex And Margin Pressure Will Limit Future Share Upside
Analysts have nudged their average price target on Akamai Technologies higher by about $1, reflecting modestly stronger assumptions for revenue growth, profit margins, and the future P/E multiple after a series of updated research reports that highlight ongoing traction in compute and security, along with higher planned investment. Analyst Commentary Recent research on Akamai reflects a mixed tone, with many firms lifting price targets while also flagging higher spending needs and the trade off between growth initiatives and profitability.내러티브 업데이트 • Apr 15
AKAM: AI Compute And Security Investments Are Expected To Drive Upside
Analysts have lifted the base case price target for Akamai Technologies to $110.98 from $102.72, reflecting updated views on higher future P/E assumptions along with more conservative revenue growth and profit margin inputs. This is supported by recent research that highlights growing compute and security demand, increased AI related capex, and a mix of both positive target revisions and a downgrade in rating.내러티브 업데이트 • Apr 01
AKAM: Elevated AI Capex Will Constrain Margins Despite Strong Compute And Security
Analysts have lifted Akamai Technologies' blended price target into a higher $90 to $120 range, citing steadier delivery trends, growing contributions from compute and security, and a willingness to accept near term margin pressure to fund AI related infrastructure and CIS growth. Analyst Commentary Recent research coverage on Akamai points to a generally constructive view on the company’s role in compute, security, and AI infrastructure, but opinions are not uniform.내러티브 업데이트 • Mar 18
AKAM: Heavy AI And Compute Spending Will Pressure Margins And Share Returns
Akamai’s updated analyst price target framework edges higher as modestly adjusted assumptions on fair value, growth, margins and future P/E reflect analysts’ focus on stabilizing delivery trends, rising contributions from security and compute, and sector-wide AI optimism, despite mixed views on near term investment and profitability. Analyst Commentary Recent Street research on Akamai highlights a split view.내러티브 업데이트 • Mar 04
AKAM: Elevated Capex For AI And Compute Will Pressure Future Returns
Akamai Technologies' updated fair value estimate has moved from $69.00 to about $77.07 as analysts factor in higher long term P/E assumptions, a higher discount rate, and renewed confidence in the company’s compute, security, and AI related growth drivers, reflected in a series of recent price target increases across the Street. Analyst Commentary Street research on Akamai has turned more active, with a wide range of price targets and ratings clustered around the company’s push into compute, security, and AI infrastructure.내러티브 업데이트 • Feb 17
AKAM: Fair Outlook As AI Infrastructure And Compute Transition Tests Execution
The Akamai Technologies analyst price target has been raised by about $1.57 to align with Street research that points to improving revenue growth assumptions, a slightly lower discount rate and a higher future P/E. This is supported by analysts highlighting moderating delivery declines, steadier Security trends, accelerating compute growth and potential benefits from AI infrastructure demand.내러티브 업데이트 • Feb 03
AKAM: Heavy Security And Compute Investments Will Constrain Returns Despite AI Tailwinds
Analysts have kept their fair value estimate for Akamai Technologies steady at $69.00 while updating their assumptions to reflect lower discount rates, slightly higher revenue growth and profit margin expectations, and a modestly reduced future P/E multiple. These changes are supported by recent target hikes tied to AI infrastructure demand, growing security and compute exposure, and a perceived inflection in the shift from content delivery to a broader cloud and security platform.내러티브 업데이트 • Jan 20
AKAM: Fair Outlook As Security And Compute Transition Reaches Key Inflection Point
Analysts have lifted their price target for Akamai Technologies by about US$6 to roughly US$101, citing a stronger profit outlook, a slightly lower required return, and growing conviction in the company’s transition toward security, compute, and AI infrastructure offerings. Analyst Commentary Recent Street research on Akamai highlights a mix of enthusiasm around its shift toward security, compute, and AI infrastructure, alongside some caution about the investment needed to support that shift.내러티브 업데이트 • Jan 06
AKAM: Heavy Security And Compute Spending Will Pressure Margins And Share Performance
Akamai Technologies' analyst fair value estimate has been adjusted from US$66.00 to US$69.00 as analysts factor in updated expectations around revenue growth, profitability, and a lower future P/E, supported by recent Street research highlighting opportunities in security, compute infrastructure, and ongoing investment needs. Analyst Commentary Recent research on Akamai Technologies presents a mixed picture, with some firms highlighting growth opportunities in security and compute infrastructure while others focus on the investment and execution risks that come with this shift.내러티브 업데이트 • Dec 15
AKAM: Heavy AI And Security Spending Will Cap Near-Term Upside
Analysts have nudged their fair value estimate for Akamai Technologies to $66.00 per share, citing a slightly lower discount rate, stronger expected revenue growth in security and compute, improved profit margin assumptions, and a lower future P E multiple that reflects both ongoing investment needs and a more balanced view of valuation risk. Analyst Commentary Recent Street research paints a mixed picture for Akamai, with bullish views on the long term potential of its security and compute businesses offset by valuation concerns and execution risk around its transformation strategy.분석 기사 • Nov 11
Akamai Technologies, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for Akamai Technologies, Inc. ( NASDAQ:AKAM ) shareholders, with its shares surging 17...내러티브 업데이트 • Sep 04
Cloud, AI And Cybersecurity Will Unlock Future Opportunities
Analysts remain divided on Akamai Technologies due to concerns over consistent growth, particularly in Security and Delivery segments, and while recent strong results and guidance upgrades have fueled some optimism, the consensus Analyst Price Target is unchanged at $95.20. Analyst Commentary Concerns about Akamai's ability to deliver consistent growth across all business segments, with particular emphasis on the need for stabilization in Security and Delivery segment revenues.분석 기사 • Jun 27
Here's Why Akamai Technologies (NASDAQ:AKAM) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Jun 12
Are Investors Undervaluing Akamai Technologies, Inc. (NASDAQ:AKAM) By 33%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Akamai Technologies fair value estimate is US$117 Akamai...Seeking Alpha • Mar 25
Akamai Technologies: Business Model Transition Continues
Summary Akamai Technologies, a leading content delivery, cloud computing, and security solutions provider, is down 25% from its 52-week highs amid business model tweaks and takeover rumors. The company is transitioning from its legacy Delivery business to focus on Security and Compute, aiming for 10% revenue growth and mid-40s EBITDA margins. Despite mixed analyst opinions and recent insider trading, Akamai's solid balance sheet and potential private equity interest offer some upside potential. An analysis around Akamai Technologies follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Mar 08
Akami Technologies: FY 2025 Outlook Overshadows AI-Driven Cloud Potential
Summary I reiterate a hold rating for Akamai Technologies due to a poor earnings growth outlook and lack of near-term catalysts for re-rating. Revenue growth is slowing, with FY25 guidance showing minimal growth and continuous declines in the delivery segment, impacting overall performance. Margin pressures persist due to necessary investments in AI and compute infrastructure, further dampening earnings growth potential. Despite appearing cheap, Akamai’s valuation is unlikely to improve without clear revenue and margin stabilization, making it a hold for now. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Akamai Technologies: Long-Term Narrative Doesn't Matter Until Delivery Improves (Rating Downgrade)
Summary I am downgrading Akamai Technologies stock from buy to hold due to persistent underperformance in the Delivery segment, which saw a 16% y/y revenue decline. Despite strong growth in Compute and Security, the market remains focused on Delivery's weakness, with traffic growth in key verticals like video streaming and gaming remaining weak. Management's restructuring measures, including a 2.5% workforce reduction and reinvestment in Compute and Security, are positive but insufficient to offset Delivery's negative impact. Until Delivery shows clear signs of stabilization or growth, I recommend monitoring AKAM and investing only when this segment's growth profile improves. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
Akamai Technologies Q3: Interesting Enough To Put On My Watchlist
Summary Akamai Technologies' Q3 earnings showed mixed results, with revenue up 3.6% y/y but a significant GAAP operating margin drop due to restructuring charges. The company's outlook is weak with lowered full-year revenue and profit forecasts, leading to a 15% drop in share price. Despite short-term challenges, Akamai's security and compute segments show promise, with strong growth potential in cloud services and online security. I will monitor Akamai closely, noting its solid balance sheet but concerned about high stock-based compensation impacting GAAP performance. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
Akamai: Delivery Headwinds And Compute Uncertainty
Summary Akamai's share price has rebounded in recent months due to optimism around its Security and Compute businesses. Akamai's Delivery business continues to face headwinds though, and the company has made little financial progress in recent years as a result. The valuation remains reasonable, particularly if the company can return its margins to the historical norm. Ongoing investments in Compute and Security could represent a risk to cash flows though. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Akamai Technologies: Stronger Performing Segments May Be Overlooked By The Market
Summary I recommend a buy rating for Akamai Technologies stock, as I believe the market undervalues the strong performance in the Security and Compute segments. Despite the slowdown in the Delivery segment, Security and Compute are showing very strong growth. Migrating apps to Akamai Connected Cloud will significantly reduce operating costs, potentially boosting margins by 400bps. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Akamai Technologies가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 4,267 | 435 | 1,259 | 532 |
| 31 Dec 25 | 4,208 | 452 | 1,228 | 514 |
| 30 Sep 25 | 4,133 | 507 | 1,204 | 494 |
| 30 Jun 25 | 4,083 | 425 | 1,191 | 490 |
| 31 Mar 25 | 4,019 | 453 | 1,174 | 477 |
| 31 Dec 24 | 3,991 | 505 | 1,171 | 471 |
| 30 Sep 24 | 3,966 | 526 | 1,161 | 460 |
| 30 Jun 24 | 3,927 | 629 | 1,145 | 445 |
| 31 Mar 24 | 3,883 | 626 | 1,142 | 430 |
| 31 Dec 23 | 3,812 | 548 | 1,125 | 405 |
| 30 Sep 23 | 3,745 | 515 | 1,110 | 400 |
| 30 Jun 23 | 3,661 | 478 | 1,092 | 388 |
| 31 Mar 23 | 3,629 | 487 | 1,070 | 381 |
| 31 Dec 22 | 3,617 | 524 | 1,065 | 389 |
| 30 Sep 22 | 3,594 | 555 | 1,051 | 378 |
| 30 Jun 22 | 3,573 | 611 | 1,032 | 367 |
| 31 Mar 22 | 3,522 | 629 | 1,014 | 353 |
| 31 Dec 21 | 3,461 | 652 | 1,002 | 335 |
| 30 Sep 21 | 3,402 | 604 | 1,019 | 309 |
| 30 Jun 21 | 3,335 | 584 | 1,028 | 293 |
| 31 Mar 21 | 3,277 | 590 | 1,034 | 280 |
| 31 Dec 20 | 3,198 | 557 | 1,032 | 269 |
| 30 Sep 20 | 3,124 | 563 | 1,043 | 271 |
| 30 Jun 20 | 3,041 | 542 | 1,039 | 269 |
| 31 Mar 20 | 2,951 | 494 | 1,039 | 266 |
| 31 Dec 19 | 2,894 | 478 | 1,023 | 261 |
| 30 Sep 19 | 2,835 | 453 | 1,004 | 253 |
| 30 Jun 19 | 2,795 | 423 | 1,001 | 249 |
| 31 Mar 19 | 2,752 | 352 | 999 | 247 |
| 31 Dec 18 | 2,714 | 298 | 1,066 | 246 |
| 30 Sep 18 | 2,660 | 232 | 1,013 | 245 |
| 30 Jun 18 | 2,614 | 188 | 1,011 | 242 |
| 31 Mar 18 | 2,557 | 202 | 998 | 235 |
| 31 Dec 17 | 2,489 | 223 | 967 | 222 |
| 30 Sep 17 | 2,447 | 287 | 952 | 210 |
| 30 Jun 17 | 2,406 | 299 | 927 | 195 |
| 31 Mar 17 | 2,373 | 316 | 900 | 179 |
| 31 Dec 16 | 2,348 | 321 | 867 | 168 |
| 30 Sep 16 | 2,303 | 313 | 849 | 159 |
| 30 Jun 16 | 2,270 | 325 | 840 | 155 |
| 31 Mar 16 | 2,239 | 319 | 840 | 154 |
| 31 Dec 15 | 2,197 | 321 | 827 | 149 |
| 30 Sep 15 | 2,155 | 330 | 805 | 143 |
| 30 Jun 15 | 2,102 | 333 | 777 | 138 |
양질의 수익: AKAM는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: AKAM의 현재 순 이익률 (10.2%)은 지난해 (11.3%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: AKAM의 수익은 지난 5년 동안 연평균 5.9% 감소했습니다.
성장 가속화: AKAM은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.
수익 대 산업: AKAM은 지난 1년 동안 수익이 감소(-3.9%)하여 IT 업계 평균(25.7%)과 비교하기 어렵습니다.
자기자본이익률
높은 ROE: AKAM의 자본 수익률(8.9%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/27 00:53 |
| 종가 | 2026/05/27 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Akamai Technologies, Inc.는 50명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Power | Baird |
| Madeline Brooks | BofA Global Research |
| Tal Liani | BofA Global Research |